UTI vs Kotak Gilt 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) ₹3250 Cr ₹3250 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 1.53% 1.53% 1.05%
6 Month 4.89% 4.89% 4.4%
1 Year 9.25% 9.25% 8.78%
3 Year 5.71% 5.71% 5.64%
5 Year 6.55% 6.55% 5.93%

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 3.68% 3.68% 3.84%
3 Year 9.73% 9.73% 9.9%
5 Year 15.39% 15.39% 14.94%

Rolling Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
1 Year 5.51% 5.51% 5.08%
3 Year 12.51% 12.51% 11.88%
5 Year 16.3% 16.3% 15.49%

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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