UTI Gilt Fund (Debt, Gilt)

Moderate
17 yrs 10 monthsStarted on:21 Jan 2002
₹ 561.96 Cras on: 18 Oct 2019
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)
YTD10.87
1 Month0.06
3 Month0.06
1 YR14.39
2 YR7.68
3 YR8.42

SIP Returns

TenureReturns (CAGR)
1 YR14.52
2 YR11.65
3 YR9.19
5 YR9.22
10 YR9.57

Portfolio

Company Name% Assets
GOI 14/01/2029 7.26%27.71
GOI 17/06/2033 7.57%24.26
Rajasthan State 27/02/2029 8.44%4.81
GOI 28/11/2051 6.62%4.19
GOI 22/06/2045 8.13%2.95

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.06%
Beta1.05%
Sharpe Ratio0.48

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 18 Oct 19 49.94
    Returns since inception (CAGR) 7.79%
    Value Research