UTI Gilt Fund Regular Plan Growth - Latest NAV ₹49.0075, Returns, Performance & Portfolio

UTI Gilt Fund Regular Plan Growth

  • highlight
    9.18%
  • highlight
    (+0.13)49.0075

Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.89 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years9.64%
5 Years9.18%
3 Years8.62%
1 Year10.23%
6 Months3.51%
Fund Details
ISININF789F01661
RiskModerate Risk
Fund TypeGovernment Bond
NAV49.0075
Exit Load--

More about this fundstar

Top HoldingsWeightage
5.77% GOI 203035.62%
6.19% Govt Stock 203425.25%
5.79% Govt Stock 203021.42%
06.61 KA SDL 20358.35%
8.13% Govt Stock 20452.3%
07.24 AS SDL 20300.24%

About UTI Gilt Fund

The UTI Gilt Fund is an open-ended debt scheme. It seeks to generate credit-risk free returns by investing in sovereign securities issued by the Central and/or State Government and/or any security unconditionally guaranteed by the Central and/or State Government for the repayment of principal and interest. It was earlier known as UTI Gilt Advantage Fund - Long Term Plan and was renamed as UTI Gilt Fund with effect from 03 May 2018.

Pros & Cons of UTI Gilt Fund

  • This scheme is suitable for investors with moderate risk appetite and an investment horizon of 3 years or more.
  • Further, it is apt for investors seeking to build a long-term debt portfolio. As on September 30, 2018, the scheme is ranked 2 under CRISIL’s Gilt Fund category.
  • Further, it has generated returns of 6.94% per year over the last 10 years (as on January 18, 2019).

Fund Information and Statistics of UTI Gilt Fund

Inception / Launch Date

The scheme was launched on 21 January 2002 by UTI Mutual Fund.

Risk Level

According to the investment objective and asset allocation of the scheme, it has a Moderate risk-level associated with it.

Redemption

The minimum redemption amount is Rs, 1,000 or equivalent number of units. Further, the redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

Fund Manager(s)

Mr. Amandeep Chopra is the Fund Manager of the UTI Gilt Fund since July 2004.

Entry / Exit Load

There is no entry load or exit load in this scheme.

Tax benefits of investing in UTI Gilt Fund

The following taxes are applicable to income arising from investing in this scheme:

  • STCG is added to the investor’s income and taxed as per the income-tax slab.
  • LTCG component is taxed at 20% with indexation benefits.

About UTI Mutual Fund

UTI Mutual Fund is one of the most common names in Mutual Funds in India. Until the early nineties, it was the sole name in capital market investment for Indians. It offers a wide portfolio of investment products to suit the varied needs of investors.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.89 Lakhs in a period of 20 years
Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns