Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000000
AUM (Fund size)
₹14 Cr
Lock In Period
N/A
Expense Ratio
1
Benchmark
I-Sec Si-BEX
Exit Load
Nil.
Summary
Latest details for Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth include a ₹ NAV as of Mar 05,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth AUM is ₹14 Cr, with a lock-in of N/A years, expense ratio of 1%, and benchmark I-Sec Si-BEX. Exit load is - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.50% and a category best of 3.81%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.50 | 3.81 |
| 6M | 0.00 | 1.79 | 16.75 |
| 1Y | 0.00 | 5.06 | 33.00 |
| 3Y | 0.00 | 12.16 | 100.37 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth managed by Invesco Mutual Fund,is a Gilt Fundscheme with Assets Under Management of ₹14 Crore. The fund benchmarks its performance against the I-Sec Si-BEX while maintaining an expense ratio of 1. Under the expert guidance of Umesh Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Nifty 10 Year Benchmark G-Sec ETF Growth | 0 | 23.52 CR | 0.29 |
| This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth | 3 | 566.21 CR | 0.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Nifty 10 Year Benchmark G-Sec ETF Growth | 5.6005 | 0 |
| This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth | 13.914 | 47.9377 |
FAQs
Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth is 1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth is ₹14 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Religare Gilt Fund - Short Duration Plan - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500