UTI vs Tata Gilt Securities Fund 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) ₹874 Cr ₹663 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 1.37 0.91
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 0.64% 0.67%
6 Month 3.71% 3.86%
1 Year 8.19% 8.85%
3 Year 6.34% 6.33%
5 Year 5.74% 6.24%

SIP Return Analysis

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.26% 6.73%
3 Year 6.92% 7.18%
5 Year 5.72% 6.03%

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 100 100.01

Sector Allocation

Scheme Name

Tata Gilt Securities Fund -Regular Plan- Growth Option

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 100.01

Top Comparisons

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns16.18%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns21.58%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.02%

Compare Now

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.75%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.98%

Compare Now

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

3Y Returns6.34%

VS

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

3Y Returns6.33%

Compare Now
Request call back
Add to Cart Successfully