UTI - Gilt Fund
Regular Plan · Discontinued PF Plan Growth · Gilt Funds · Scheme code 102512
Fund houseUTI Mutual Fund
CategoryGilt Funds
Plan & optionRegular · Discontinued PF Plan Growth
History20.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.14 | -1.14 | 1.06 | 3.43 | 6.18 | 5.32 | 5.66 | 6.46 | 7.66 |
| Gilt Funds category median |
— | — | — | 2.56 | 5.80 | 5.17 | — | 6.29 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.3% | -0.10 | -0.13 | — | — | -16.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 4,664 | -13.3% | 7.1% | 35.5% | 2% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.