UTI Gilt Fund (Debt, Gilt)

Moderate
17 yrs 11 monthsStarted on:21 Jan 2002
₹ 569.53 Cras on: 10 Dec 2019
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)
YTD10.91
1 YR12.65
2 YR7.96
3 YR7.01

SIP Returns

TenureReturns (CAGR)
1 YR10.2
2 YR10.54
3 YR8.49
5 YR8.69
10 YR9.35

Portfolio

Company Name% Assets
GOI 14/01/2029 7.26%38.25
GOI 07/10/2029 6.45%20.69
GOI 17/06/2033 7.57%9.87
GOI 08/04/2026 7.27%9.81
GOI 28/01/2024 7.32%9.8
Rajasthan State 27/02/2029 8.44%5.1
GOI 22/06/2045 8.13%3.14

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.15%
Beta0.96%
Sharpe Ratio0.23

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 10 Dec 19 49.76
    Returns since inception (CAGR) 7.72%
    Value Research