UTI Gilt Fund - Regular Plan - IDCW

Fund House: UTI Mutual Fund

Category: Debt: Gilt

Status: Open Ended Schemes

Launch Date: 21-01-2002

Minimum Investment: 20000.0

Asset Class: Fixed Income

Minimum Topup: 500.0

Benchmark: CRISIL Dynamic Gilt Index

Total Assets: 545.23 As on (31-12-2025)

Expense Ratio: 0.92% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 30-01-2026

38.3947

0.0661

CAGR Since Inception

6.63%

CRISIL Dynamic Gilt Index 7.15%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Gilt Fund - Regular Plan - IDCW 4.45 6.84 5.22 7.39 6.63
Benchmark - - - - -
Debt: Gilt 3.19 6.43 4.9 7.03 6.8

Funds Manager

Mr. Pankaj Pathak FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4

RETURNS CALCULATORS for UTI Gilt Fund - Regular Plan - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of UTI Gilt Fund - Regular Plan - IDCW

Portfolio Holdings

Show All Holdings

Sector Allocation

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PEER COMPARISION of UTI Gilt Fund - Regular Plan - IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
UTI Gilt Reg IDCW 21-01-2002 4.45 6.66 6.84 5.22 7.39
ICICI Pru Gilt Gr 19-08-1999 6.35 7.31 7.76 6.15 8.11
Franklin India Govt Sec Gr 07-12-2001 5.09 6.31 6.07 4.71 5.96
Axis Gilt Reg Gr 05-01-2012 4.58 7.08 7.25 5.34 7.08
UTI Gilt Reg Gr 21-01-2002 4.47 6.68 6.86 5.23 7.39
Baroda BNP Paribas Gilt Plan A Gr 21-03-2002 4.41 7.06 7.27 5.14 6.44
HDFC Gilt Gr 01-07-2001 4.22 6.54 6.85 4.99 6.73
SBI GILT FUND GROWTH PF (Reg) 28-11-2003 4.18 6.37 6.93 5.72 7.73
SBI GILT FUND Reg PLAN GROWTH 30-12-2000 4.16 6.35 6.93 5.72 7.72
SBI GILT FUND GROWTH PF (Fixed Period 3 Yrs) 28-11-2003 4.16 6.35 6.93 5.72 7.72

Asset Allocation (%)

Key Performance and Risk Statistics of UTI Gilt Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Gilt Fund - Regular Plan - IDCW 1.9 - - - 6.5 7.09
Debt: Gilt - - - - - -