UTI Gilt Fund - PF Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

UTI Gilt Fund - PF Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹423 Cr

Lock In Period

N/A

Expense Ratio

0.92

Exit Load

Nil

Benchmark

CRISIL Dynamic Gilt Index

UTI Gilt Fund - PF Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.290.073.81
6M3.192.6010.62
1Y5.854.7120.46
3Y6.7612.7987.63

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-07-31
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About Fund UTI Gilt Fund - PF Plan Growth

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.

Fund Managers

Pankaj Pathak

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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Gilt Fund - Institutional Plan Growth01,551 CR1.49
UTI Gilt Fund - PF Plan Growth0422 CR0.92
ICICI Prudential Gilt Fund Investment Plan PF Option Growth0566 CR0.84
Fund Name1Y3Y
This FundNippon India Gilt Fund - Institutional Plan Growth4.755819.485
This FundUTI Gilt Fund - PF Plan Growth5.852121.6851
This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth13.91447.9377

UTI Gilt Fund - PF Plan Growth FAQs

UTI Gilt Fund - PF 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 UTI Gilt Fund - PF Plan Growth is 0.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Gilt Fund - PF Plan Growth’s fund performance is as follows:
  • 1 Month : 0.29%
  • 6 Months : 3.19%
  • 1 Year : 5.85%
  • 3 Years : 6.76%
Returns of UTI Gilt Fund - PF Plan Growth are updated daily based on NAV of ₹ 49.0364 as on Aug 20,2026. Since inception, the return has been 21.69%.

You can invest in UTI Gilt Fund - PF 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 UTI Gilt Fund - PF Plan Growth is ₹423 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Gilt Fund - PF Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.