UTI Gilt Fund (Debt, Gilt)

Moderate
17 yrs 8 monthsStarted on:21 Jan 2002
₹ 538.43 Cras on: 22 Aug 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)
YTD10.58
3 Month7.14
1 YR14.73
2 YR7.36
3 YR9.30

SIP Returns

TenureReturns (CAGR)
1 YR18.75
2 YR12.45
3 YR9.91
5 YR9.77
10 YR9.76

Portfolio

Company Name% Assets
GOI 14/01/2029 7.26%58.21
GOI 17/06/2033 7.57%19.91
GOI 28/11/2051 6.62%7.25
Rajasthan State 27/02/2029 8.44%5.07
GOI 22/06/2045 8.13%4.29
GOI 10/10/2046 7.06%3.81

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.03%
Beta1.05%
Sharpe Ratio0.68

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 Aug 19 50.75
    Returns since inception (CAGR) 7.93%
    Value Research