UTI Gilt Fund With 10 Year Constant Duration - Regular Plan - Growth Option
Expense Ratio: 0.7
Risk: Moderate
Debt Scheme - Gilt Fund with 10 year constant duration
Plan: Regular
Benchmark: CRISIL 10 Year Gilt Index
Inception: 18-07-2022
Exit Load: Nil
Fund Size:₹138.48 Cr
Performance
1Y
Fund0.77%
Cat. Avg.N/A
2Y
Fund3.97%
Cat. Avg.N/A
3Y
Fund6.08%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund5.98%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59763 | -0.4% | -0.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.22 L. | +1.7% | +1.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.90 L. | +5.6% | +3.7% |
| SI | 08 Aug, 22 | 2.55 L. | 2.83 L. | +10.8% | +4.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.01 L. | +0.8% | +0.8% |
| 2Y | 16 Oct, 24 | 1 L. | 1.08 L. | +8.1% | +4.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.19 L. | +19.4% | +6.1% |
| SI | 03 Aug, 22 | 1 L. | 1.28 L. | +27.7% | +6.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.