UTI-Gilt Advantage Fund- LTP (Debt, Gilt)

Moderate
16 yrs 5 monthsStarted on:21 Jan 2002
₹ 524.29 Cras on: 22 May 2018
Mid Term & Long Horizon
0.85%
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)
YTD0.93
3 Month2.42
1 YR1.65
2 YR9.06
3 YR7.87

SIP Returns

TenureReturns (CAGR)
1 YR0.23
2 YR4.16
3 YR6.54
5 YR8.46
10 YR8.72

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%26.54
GOI 24/11/2026 8.15%22.27
GOI 22/06/2024 7.35%9.31
GOI 19/12/2022 6.84%9.19
Madhya Pradesh State 22/03/2023 7.68%1.86

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.12%
Beta0.82%
Sharpe Ratio0.67

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 22 May 18 51.65
    Returns since inception (CAGR) 8.54%
    Value Research
    Crisil Ranking 3
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