Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.18 | 0.66 | 0.18 |
| 6M | 3.63 | 3.04 | 4.01 |
| 1Y | 4.89 | 5.92 | 5.41 |
| 3Y | 6.76 | 15.90 | 25.28 |
UTI Gilt Fund Growth managed by UTI Mutual Fund,is a Gilt Fund - Long Term Planscheme with Assets Under Management of ₹423 Crore. The fund benchmarks its performance against the CRISIL Dynamic Gilt Index while maintaining an expense ratio of 0.92. Under the expert guidance of Pankaj Pathak ,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.
Pankaj holds a Post Graduate Diploma in Banking & Finance from National Institute of Bank Management, Pune. He has also completed all three levels of CFA from CFA institute, USA (Charter pending). Pankaj has more than 7 years of experience in Fixed income investments and economic research. He joined Quantum Asset Management Co. in August, 2013 and has been looking after Portfolio execution and economic & credit research. Prior to joining Quantum, he was associated with Bank of Maharashtra.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak Gilt - Investment Provident Fund and Trust Growth | 0 | 2,243 CR | 1.51 |
| Edelweiss Government Securities Fund Growth | 0 | 131 CR | 1.15 |
| UTI Gilt Fund Growth | 0 | 422 CR | 0.92 |
| ICICI Prudential Gilt Fund Growth | 4 | 8,745 CR | 1.05 |
| ICICI Prudential Constant Maturity Gilt Fund Growth | 5 | 2,008 CR | 0.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Gilt - Investment Provident Fund and Trust Growth | 2.1997 | 16.5684 |
| This FundEdelweiss Government Securities Fund Growth | 2.527 | 19.0927 |
| This FundUTI Gilt Fund Growth | 4.8867 | 21.6814 |
| This FundICICI Prudential Gilt Fund Growth | 4.8668 | 23.0873 |
| This FundICICI Prudential Constant Maturity Gilt Fund Growth | 5.4101 | 25.2773 |