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

UTI Gilt Fund Regular Plan Growth

UTI       

Debt
Government Bond

Nav : 42.8658 ( -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 January 21st, 2002

8.72%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

56.8L

Projected Maturity Amount

1.1Cr

UTI     

Debt
Government Bond

Nav : 42.8658 ( -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.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

56.8L

Projected Maturity Amount

1.1Cr

Rank (of 245)

4

Annualized Returns(5 yrs)

10.29%

Investment Horizon

>5 Yr

Doubled Money

7yrs 0m

Returns since January 21st, 2002

8.72%

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
January 21st, 2002
Expense Ratio
0.93%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.951
Std Dev (3Yr)
4.99
Std Dev (5Yr)
4.753
Asset Size
510Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.72 %
Exit Load
No Exit Load
YTM
7.5 %
Modified Duration
6.84
Contact Details
Fund Manager(s)
Phone No.
+91 22 66786666