Tata Gilt Securities Fund vs UTI compare

Link copied to clipboard!

tortoise-icon Tata Gilt Securities Fund -Regular Plan- Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Fund Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹676 Cr ₹641 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 06 Sep 1999 21 Jan 2002
Category Gilt Gilt
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Gilt TRI CRISIL Dynamic Gilt TRI
Turn Over 78% 78%
Expense Ratio 0.43 0.93
Manager Akhil Mittal Sudhir Agrawal
ISIN Code INF277K01519 INF789F01661
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
1 Month -0.1% -0.11%
6 Month 3.77% 4.05%
1 Year 8.43% 8.98%
3 Year 5.55% 5.69%
5 Year 5.39% 5.94%

SIP Return Analysis

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.54% 9.05%
3 Year 7.35% 7.57%
5 Year 5.97% 6.27%

Rolling Lumpsum Returns

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
1 Year 7.52% 6.69%
3 Year 6.77% 7.95%
5 Year 6.87% 7.88%

Risk Management

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Standard Deviation 2.18% 1.9%
Sharp -0.18% -0.11%
Beta 0.53% 0.44%
Alpha -0.68% -0.44%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Name Akhil Mittal Sudhir Agrawal
Total AUM ₹4981 Cr ₹7736 Cr
Fund Manage 4 6
Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Gilt Securities Fund -Regular Plan- Growth Option

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 99.99

Sector Allocation

Scheme Name

Tata Gilt Securities Fund -Regular Plan- Growth Option

UTI - Gilt Fund - Regular Plan - Growth Option

Others 23.28 11.49
Sovereign 62.99 88.5
Financial 13.73 -

Top Comparisons

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns12.3%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns9.23%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns5.85%

VS

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns4.92%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns5.97%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.45%

Compare Now

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.77%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.79%

Compare Now
Request call back
Add to Cart Successfully