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Asset Size:510Cr
Expense Ratio:0.93%
Fund Manager(s):Amandeep Chopra,
5year Returns:10.29%

UTI Gilt Fund PF Plan Growth

UTI       

Debt
Government Bond

Nav : 31.8722 ( -0.47%) June 21st, 2019

People currently viewing this : 1

Rank (of 245)

4

Annualized Returns(5 yrs)

10.29%

Investment Horizon

>5 Yr

Doubled Money

7yrs 0m

Returns since September 29th, 2003

7.63%

*Monthly Investment and One Time Investment are not Available in this Fund
Min Investment ₹5000

Amount Invested

20k

Projected Wealth Gained

66.9k

Projected Maturity Amount

86.9k

UTI     

Debt
Government Bond

Nav : 31.8722 ( -0.47%) June 21st, 2019

People currently viewing this : 1

Upwardly's Take :

This fund gives very good returns in a falling interest rate market. Get tax benefits (through indexation) by holding this fund for more than 3 years. Avoid these funds when interest rates are rising.

Ideal for medium-term-term goals. Invest in this fund to maximize your returns for a foreseeable future.

*Monthly Investment and One Time Investment are not Available in this Fund
Min Investment ₹5000

Amount Invested

20k

Projected Wealth Gained

66.9k

Projected Maturity Amount

86.9k

Rank (of 245)

4

Annualized Returns(5 yrs)

10.29%

Investment Horizon

>5 Yr

Doubled Money

7yrs 0m

Returns since September 29th, 2003

7.63%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

FUND DETAIL INFORMATION

The investment objective of the scheme is to generate credit risk-free return through investment in sovereign securities issued by the Central Government and / or a State Government and / or any security unconditionally guaranteed by the Central Government and / or a State Government for repayment of principal and interest. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Basic Details
Fund House
UTI
Launch Date
September 29th, 2003
Expense Ratio
0.93%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.952
Std Dev (3Yr)
4.99
Std Dev (5Yr)
4.753
Asset Size
510Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.63 %
Exit Load
No Exit Load
YTM
7.5 %
Modified Duration
6.84
Contact Details
Fund Manager(s)
Phone No.
+91 22 66786666