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tortoise-icon UTI - Gilt Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹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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