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) | ₹615 Cr | ₹615 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 14 Jan 2002 | 14 Feb 2025 |
Category | Gilt | Gilt |
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 | -1.75% | -1.75% |
6 Month | 2.41% | 2.41% |
1 Year | 5.31% | 5.31% |
3 Year | 7.05% | 7.05% |
5 Year | 5.16% | 5.16% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
---|---|---|
6 Month | -0.17% | -0.17% |
1 Year | 4.38% | 4.38% |
3 Year | 7.09% | 7.09% |
5 Year | 6.35% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
---|---|---|
1 Year | 6.9% | 6.57% |
3 Year | 7.9% | 7.9% |
5 Year | 7.75% | 7.8% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
---|---|---|
Standard Deviation | 2.49% | 2.49% |
Sharp | 0.39% | 0.39% |
Beta | 1.08% | 1.08% |
Alpha | -0.57% | -0.57% |
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 | 100 | 100 |
Sector Allocation
Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
UTI - Gilt Fund - Discontinued PF Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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