UTI - Gilt Fund
Regular Plan · Discontinued PF Plan Prescribed Date Auto Redemption · Gilt Funds · Scheme code 102514
Fund houseUTI Mutual Fund
CategoryGilt Funds
Plan & optionRegular · Discontinued PF Plan Prescribed Date Auto Redemption
History20.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.90 | 0.37 | 1.98 | 4.75 | 6.30 | 5.39 | 5.81 | 6.71 | 7.65 |
| Gilt Funds category median |
— | — | — | 2.79 | 5.88 | 5.18 | — | 6.37 | — |
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 | 4.3% | -0.05 | -0.07 | — | — | -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 |
|---|---|---|---|---|
| 940 | -11.3% | 7.0% | 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.