Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.16 | 0.38 | 3.81 |
| 6M | 3.39 | 2.55 | 10.62 |
| 1Y | 4.21 | 5.21 | 20.56 |
| 3Y | 6.70 | 12.36 | 83.82 |
UTI Gilt Fund - PF Plan Growth managed by UTI Mutual Fund,is a Gilt Fundscheme 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 |
|---|---|---|---|
| UTI Gilt Fund - PF Plan Growth | 0 | 422 CR | 0.92 |
| ICICI Prudential Gilt Fund Investment Plan PF Option Growth | 0 | 566 CR | 0.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Gilt Fund - PF Plan Growth | 4.2137 | 21.4829 |
| This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth | 13.914 | 47.9377 |