UTI-Gilt Advantage Fund- LTP (Debt, Gilt)

37.99
8.76%
1
Income Generation
Mid Term & Long Horizon
Moderate
0.85%
15 yrs 11 months21 Jan 2002
₹ 751.3 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

To generate credit risk-free return through investments in sovereign securities issued by the Central and/ or a state Government.

Scheme Documents

TenureReturns (CAGR)
YTD
5.19
1 YR
4.82
2 YR
10.16
3 YR
8.73
TenureReturns (CAGR)
1 YR
2.45
2 YR
8.35
3 YR
8.76
5 YR
10.03
10 YR
9.41

Portfolio

Company Name% Assets
GOI 15/05/2027 6.79%33.05
GOI 09/05/2030 7.61%23.97
GOI 24/11/2026 8.15%16.35
GOI 17/09/2031 6.68%9.07
GOI 22/06/2024 7.35%6.83
GOI 09/07/2026 8.33%3.59
Madhya Pradesh State 22/03/2023 7.68%1.36

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation5.19%
Beta0.89%
Sharpe Ratio1.01

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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