HSBC Gilt Fund vs UTI compare
UTI - Gilt Fund - Regular Plan - Growth Option
HSBC Gilt Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
Fund | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹648 Cr | ₹261 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 14 Jan 2002 | 29 Mar 2000 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec Index |
Turn Over | 78% | 28% |
Expense Ratio | 0.92 | 1.7 |
Manager | Sudhir Agrawal | Jalpan Shah |
ISIN Code | INF789F01661 | INF917K01BP1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
1 Month | 0.25% | 0.05% |
6 Month | 2.69% | 1.97% |
1 Year | 7.15% | 6.35% |
3 Year | 6.5% | 5.53% |
5 Year | 5.8% | 5.12% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.73% | 5.54% |
3 Year | 7.34% | 6.36% |
5 Year | 6.13% | 5.21% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
1 Year | 6.78% | 7.18% |
3 Year | 7.92% | 6.72% |
5 Year | 7.84% | 6.38% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.917% | 1.992% |
Sharp | 0.037% | -0.394% |
Beta | 0.634% | 0.739% |
Alpha | -0.084% | -0.924% |
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Fund Managers
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
Name | Sudhir Agrawal | Jalpan Shah |
Total AUM | ₹7736 Cr | ₹16521 Cr |
Fund Manage | 6 | 6 |
UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
Market Cap
Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
HSBC Gilt Fund - Regular Growth |
---|---|---|
Others | 100.01 | 100 |
Sector Allocation
Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
HSBC Gilt Fund - Regular Growth |
---|---|---|
Others | 100.01 | 100 |
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