Kotak Gilt vs UTI compare

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tortoise-icon Kotak Gilt-Investment Regular-Growth

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tortoise-icon Kotak Gilt-Investment Regular-Growth

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

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Chart Comparison

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

Overview

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Fund Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹3613 Cr ₹3613 Cr ₹641 Cr
Min Investment ₹100 ₹100 ₹500
Min SIP Invesment ₹100 ₹100 ₹500
Min Addl Investment ₹100 ₹100 ₹500
Launch Date 29 Dec 1998 29 Dec 1998 21 Jan 2002
Category Gilt Gilt Gilt
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY All Duration G-Sec TRI NIFTY All Duration G-Sec TRI CRISIL Dynamic Gilt TRI
Turn Over 4.88% 24% 78%
Expense Ratio 1.48 1.48 0.93
Manager Abhishek Bisen Abhishek Bisen Sudhir Agrawal
ISIN Code INF174K01FI5 INF174K01FI5 INF789F01661
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
1 Month -0.51% -0.51% 0.22%
6 Month 4.6% 4.6% 4.86%
1 Year 8.95% 8.95% 9.88%
3 Year 5.6% 5.6% 5.91%
5 Year 6.58% 6.58% 6.17%

SIP Return Analysis

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 9.17% 9.17% 9.05%
3 Year 7.62% 7.62% 7.57%
5 Year 6.46% 6.46% 6.27%

Rolling Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
1 Year 8.33% 8.33% 6.69%
3 Year 8.3% 8.3% 7.95%
5 Year 8% 8% 7.88%

Risk Management

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Standard Deviation 2.22% 2.22% 1.9%
Sharp -0.13% -0.13% -0.11%
Beta 0.52% 0.52% 0.44%
Alpha -0.57% -0.57% -0.44%

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Fund Managers

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Name Abhishek Bisen Abhishek Bisen Sudhir Agrawal
Total AUM ₹0 Cr ₹0 Cr ₹7736 Cr
Fund Manage 33 33 6
Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 100 99.99

Sector Allocation

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

UTI - Gilt Fund - Regular Plan - Growth Option

Others 5 10.14 11.49
Sovereign 94.92 89.77 88.5
Financial 0.07 0.09 -
Construction 0.01 - -

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