- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI vs Tata Gilt Securities Fund compare
Tata Gilt Securities Fund -Regular Plan- Growth Option
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1073 Cr | ₹648 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Sep 1999 | 14 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 | 1.38 | 0.92 |
| Manager | Akhil Mittal | Sudhir Agrawal |
| ISIN Code | INF277K01519 | INF789F01661 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.82% | 2.64% |
| 6 Month | 5.13% | 5.02% |
| 1 Year | 10.28% | 11.01% |
| 3 Year | 7.8% | 7.76% |
| 5 Year | 5.88% | 6.31% |
SIP Return Analysis
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.01% | 3.91% |
| 1 Year | 11.66% | 11.54% |
| 3 Year | 8.92% | 9.12% |
| 5 Year | 7% | 7.2% |
Rolling Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.57% | 6.78% |
| 3 Year | 6.75% | 7.92% |
| 5 Year | 6.84% | 7.84% |
Risk Management
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.055% | 1.924% |
| Sharp | -0.141% | -0.015% |
| Beta | 0.711% | 0.637% |
| Alpha | -0.436% | -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 | 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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns9.4%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns9.4%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns12.84%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns12.84%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.08%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns13.49%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns21.36%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.37%
