UTI-G-Sec Fund- Short Term Plan (Debt, Gilt)

23.99
6.44%
NA
Income Generation
Mid Term & Long Horizon
Moderately Low
0.55%
14 yrs 1 months09 Dec 2003
₹ 25.93 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

An open-end Gilt-fund with the objective to invest only in Central Government securities including call money, treasury bills and repos of varying maturities with a view to generate credit risk free return with a stated objective of maintaining the average maturity of the portfolio at less than 3 years.

Scheme Documents

TenureReturns (CAGR)
YTD
5.08
1 Month
0.33
3 Month
0.91
1 YR
5.17
2 YR
7.05
3 YR
7.54
TenureReturns (CAGR)
1 YR
5.3
2 YR
6.5
3 YR
6.94
5 YR
7.5
10 YR
7.43

Portfolio

Company Name% Assets
GOI 09/06/2020 8.27%80.46

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.18%
Beta0.96%
Sharpe Ratio2.49

Amandeep Singh Chopra

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
He has been with associated with UTI AMC for over two decades.

Other Funds Managed by Amandeep Singh Chopra

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