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

Moderately Low
14 yrs 3 monthsStarted on:09 Dec 2003
₹ 25.54 Cras on: 16 Feb 2018
Mid Term & Long Horizon
0.55%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.70
1 Month0.65
3 Month1.21
1 YR5.43
2 YR6.87
3 YR7.12

SIP Returns

TenureReturns (CAGR)
1 YR5
2 YR5.96
3 YR6.55
5 YR7.23
10 YR7.33

Portfolio

Company Name% Assets
GOI 09/06/2020 8.27%80.56

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.19%
Beta0.98%
Sharpe Ratio3.32

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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