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

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tortoise-icon UTI - Gilt Fund - Discontinued PF Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Fund UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹641 Cr ₹566 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 21 Jan 2002 26 Sep 2003
Category Gilt Gilt
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Gilt TRI CRISIL Dynamic Gilt TRI
Turn Over 78% 2720.98%
Expense Ratio 0.93 0.92
Manager Sudhir Agrawal Sudhir Agrawal
ISIN Code INF789F01661 INF789F01PT6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
1 Month -0.28% -0.28%
6 Month 3.56% 3.56%
1 Year 8.88% 8.88%
3 Year 5.68% 5.68%
5 Year 5.96% 5.96%

SIP Return Analysis

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
6 Month - -
1 Year - 7.1%
3 Year - 7.05%
5 Year - 5.95%

Rolling Lumpsum Returns

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
1 Year 6.69% 6.39%
3 Year 7.95% 7.94%
5 Year 7.88% 7.92%

Risk Management

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Standard Deviation 1.9% 1.68%
Sharp -0.11% 0.02%
Beta 0.44% 0.4%
Alpha -0.44% -0.36%

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Fund Managers

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Name Sudhir Agrawal Sudhir Agrawal
Total AUM ₹7736 Cr ₹7736 Cr
Fund Manage 6 6
UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option

Market Cap

Scheme Name

UTI - Gilt Fund - Regular Plan - Growth Option

UTI - Gilt Fund - Discontinued PF Plan - Growth Option

Others 99.99 100.01

Sector Allocation

Scheme Name

UTI - Gilt Fund - Regular Plan - Growth Option

UTI - Gilt Fund - Discontinued PF Plan - Growth Option

Others 11.49 2.04
Sovereign 88.5 97.97

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