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UTI vs UTI compare
UTI - Gilt Fund - Regular Plan - Growth Option
UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| Fund | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹565 Cr | ₹565 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 14 Jan 2002 | 14 Feb 2025 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | CRISIL Dynamic Gilt TRI |
| Turn Over | 78% | 2720.98% |
| Expense Ratio | 0.92 | 0.93 |
| Manager | Sudhir Agrawal | Sudhir Agrawal |
| ISIN Code | INF789F01661 | INF789F01PT6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.55% |
| 6 Month | -0.35% | -0.35% |
| 1 Year | 4.96% | 4.96% |
| 3 Year | 6.96% | 6.96% |
| 5 Year | 5.2% | 5.2% |
SIP Return Analysis
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| 6 Month | 0.94% | 0.94% |
| 1 Year | 3.64% | 3.64% |
| 3 Year | 6.53% | 6.53% |
| 5 Year | 6.24% | 6.24% |
Rolling Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| 1 Year | 6.85% | 6.54% |
| 3 Year | 7.88% | 7.87% |
| 5 Year | 7.72% | 7.73% |
Risk Management
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.9% | 2.94% |
| Sharp | -0.11% | 0.11% |
| Beta | 0.44% | 1.02% |
| Alpha | -0.44% | -1.00% |
Fund Managers
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| Name | Sudhir Agrawal | Sudhir Agrawal |
| Total AUM | ₹7736 Cr | ₹7736 Cr |
| Funds Managed | 6 | 6 |
| UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
Market Cap
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| Others | 99.99 | 100 |
Sector Allocation
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
|---|---|---|
| Others | 99.99 | 100 |
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