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

Moderate
16 yrs 2 monthsStarted on:21 Jan 2002
₹ 579.37 Cras on: 16 Feb 2018
Mid Term & Long Horizon
0.85%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR3.15
2 YR9.78
3 YR7.00

SIP Returns

TenureReturns (CAGR)
2 YR4.79
3 YR6.62
5 YR8.66
10 YR8.8

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%28.81
GOI 24/11/2026 8.15%20.4
GOI 22/06/2024 7.35%8.55
GOI 19/12/2022 6.84%8.46
GOI 09/05/2030 7.61%5.96
GOI 15/05/2027 6.79%5.72
GOI 09/07/2026 8.33%4.48
Madhya Pradesh State 22/03/2023 7.68%1.71

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5%
Beta0.87%
Sharpe Ratio0.82

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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