UTI Gilt Fund (Debt, Gilt)

Moderate
18 yrs 3 monthsStarted on:21 Jan 2002
₹ 502.94 Cras on: 03 Apr 2020
Mid Term & Long Horizon
0.92%
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)
YTD1.88
3 Month1.63
1 YR11.31
2 YR9.18
3 YR7.26

SIP Returns

TenureReturns (CAGR)
1 YR7.38
2 YR10.27
3 YR8.85
5 YR8.76
10 YR9.35

Portfolio

Company Name% Assets
GOI 08/04/2026 7.27%30.29
GOI 17/06/2033 7.57%26.72
GOI 26/12/2029 6.79%12.06
GOI 08/01/2030 7.17%10.05
Rajasthan State 27/02/2029 8.44%5.44
GOI 28/01/2024 7.32%5.22
GOI 29/01/2030 7.24%4.41
GOI 22/06/2045 8.13%3.45

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation3.71%
Beta0.96%
Sharpe Ratio0.5

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 03 Apr 20 46.93
    Returns since inception (CAGR) 7.32%
    Value Research