Invesco India GILT Fund vs UTI compare
Invesco India GILT Fund - Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1227 Cr | ₹648 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Feb 2008 | 14 Jan 2002 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY All Duration G-Sec Index | CRISIL Dynamic Gilt TRI |
Turn Over | 24% | 78% |
Expense Ratio | 1.25 | 0.92 |
Manager | Krishna Venkat Cheemalapati | Sudhir Agrawal |
ISIN Code | INF205K01SR1 | INF789F01661 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.86% | 2.36% |
6 Month | 2.64% | 3.28% |
1 Year | 8.72% | 8.76% |
3 Year | 7.4% | 7.2% |
5 Year | 5.49% | 6.16% |
SIP Return Analysis
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.9% | 2.95% |
1 Year | 9.13% | 9.32% |
3 Year | 8.72% | 8.39% |
5 Year | 6.77% | 6.75% |
Rolling Lumpsum Returns
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.91% | 6.78% |
3 Year | 7.27% | 7.92% |
5 Year | 8.26% | 7.84% |
Risk Management
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.383% | 1.924% |
Sharp | 0.01% | -0.015% |
Beta | 0.698% | 0.637% |
Alpha | -0.132% | -0.168% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Sudhir Agrawal |
Total AUM | ₹24743 Cr | ₹7736 Cr |
Funds Managed | 19 | 6 |
Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India GILT Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India GILT Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.78%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns13.65%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns17.17%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.57%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.94%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns11.95%
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns13.69%