UTI-G-Sec Fund- Short Term Plan (Debt, Gilt)

Moderately Low
14 yrs 5 monthsStarted on:09 Dec 2003
₹ 29.31 Cras on: 20 Apr 2018
Mid Term & Long Horizon
0.55%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An open-end Gilt-fund with the objective to invest only in Central Government securities including call money, treasury bills and repos of varying maturities with a view to generate credit risk free return with a stated objective of maintaining the average maturity of the portfolio at less than 3 years.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.59
1 Month0.39
3 Month1.40
1 YR5.44
2 YR6.84
3 YR6.93

SIP Returns

TenureReturns (CAGR)
1 YR4.91
2 YR5.66
3 YR6.33
5 YR7.07
10 YR7.28

Portfolio

Company Name% Assets
GOI 09/06/2020 8.27%70.18

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.18%
Beta1.02%
Sharpe Ratio2.14

Amandeep Singh Chopra

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
He has been with associated with UTI AMC for over two decades.

Other Funds Managed by Amandeep Singh Chopra

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