UTI vs Kotak Gilt compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
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 | Low to Moderate | Low to Moderate | Moderate |
Asset Size (Cr) | ₹4094 Cr | ₹4094 Cr | ₹648 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 | 14 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 | 0.92 |
Manager | Abhishek Bisen | Abhishek Bisen | Sudhir Agrawal |
ISIN Code | INF174K01FI5 | INF174K01FI5 | INF789F01661 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./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 | 3.77% | 3.77% | 3.07% |
6 Month | 3.4% | 3.4% | 4.03% |
1 Year | 9.92% | 9.92% | 9.9% |
3 Year | 7.11% | 7.11% | 7.44% |
5 Year | 6.41% | 6.41% | 6.3% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 2.83% | 2.83% | 2.95% |
1 Year | 8.99% | 8.99% | 9.32% |
3 Year | 8.26% | 8.26% | 8.39% |
5 Year | 6.69% | 6.69% | 6.75% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 8.35% | 8.35% | 6.78% |
3 Year | 8.27% | 8.27% | 7.92% |
5 Year | 7.95% | 7.95% | 7.84% |
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% | 1.924% |
Sharp | -0.13% | -0.13% | -0.015% |
Beta | 0.52% | 0.52% | 0.637% |
Alpha | -0.57% | -0.57% | -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 | 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 |
Funds Managed | 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 | 100 |
Sector Allocation
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns15.26%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.46%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.27%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns20.2%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns15.8%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns14.32%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns15.13%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%