UTI vs UTI compare

UTI vs UTI compare

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UTI - Gilt Fund - Regular Plan - Growth Option

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UTI - Gilt Fund - Discontinued PF Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹566 Cr	₹566 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	0.43%	0.43%
6 Month	-0.29%	-0.29%
1 Year	5.54%	5.54%
3 Year	7.17%	7.17%
5 Year	5.15%	5.15%

SIP Return Analysis

Scheme Name	UTI - Gilt Fund - Regular Plan - Growth Option	UTI - Gilt Fund - Discontinued PF Plan - Growth Option
6 Month	0.18%	0.18%
1 Year	3.33%	3.33%
3 Year	6.5%	6.5%
5 Year	6.16%	6.16%

Rolling Lumpsum Returns

Scheme Name	UTI - Gilt Fund - Regular Plan - Growth Option	UTI - Gilt Fund - Discontinued PF Plan - Growth Option
1 Year	6.87%	6.56%
3 Year	7.89%	7.88%
5 Year	7.74%	7.75%

Risk Management

Scheme Name	UTI - Gilt Fund - Regular Plan - Growth Option	UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Standard Deviation	2.94%	2.94%
Sharp	0.14%	0.14%
Beta	0.99%	0.99%
Alpha	-1.25%	-1.25%

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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