UTI Gilt (Debt, Gilt)

Moderate
16 yrs 10 monthsStarted on:21 Jan 2002
₹ 474.66 Cras on: 15 Nov 2018
Mid Term & Long Horizon
0.93%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

To generate credit risk-free return through investments in sovereign securities issued by the Central and/ or a state Government.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.85
1 Month0.84
3 Month1.44
1 YR2.76
2 YR4.94
3 YR7.47

SIP Returns

TenureReturns (CAGR)
1 YR5.36
2 YR3.55
3 YR5.96
5 YR7.89
10 YR8.46

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%37.25
Reserve Bank of India 91-D 14/12/201827.17
Reserve Bank of India 182-D 06/12/201815.7
Reserve Bank of India 182-D 13/12/20185.23
Reserve Bank of India 182-D 20/12/20185.22

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.89%
Beta0.82%
Sharpe Ratio0.17

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

  • Nav as on 15 Nov 18 52.53
    Returns since inception (CAGR) 8.42%
    Value Research
    Crisil Ranking 3
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