UTI Gilt Fund Plan Growth

UTI Gilt Fund Plan Growth

Debt
Gilt
Moderate Risk
+6.80%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹63.44
Min. SIP amount
Not Supported
Fund size
₹545.23 Cr
Expense ratio
0.92%

Holdings (7)

NameSectorInstrumentsAssets
GOISovereignGOI Sec46.98%
GOISovereignGOI Sec18.12%
GOISovereignGOI Sec16.36%
Assam StateOthersSDL5.44%
GOISovereignGOI Sec4.63%
GOISovereignGOI Sec3.67%
Uttarakhand StateOthersSDL1.57%

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+6.8%+5.1%+7.3%+8.0%
Category average (Debt Gilt)+6.8%+4.9%+7.0%--
Rank (Debt Gilt)1498--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
ICICI Prudential Gilt Fund Growth
ICICI Prudential Gilt Fund Growth
+6.26%+7.54%9,181.38
Baroda BNP Paribas Gilt Fund Growth
Baroda BNP Paribas Gilt Fund Growth
+5.02%+7.24%1,183.68
SBI Gilt Fund Growth
SBI Gilt Fund Growth
+4.25%+6.84%10,816.83
HDFC Gilt Fund Growth
HDFC Gilt Fund Growth
+4.68%+6.81%2,914.19
Franklin India Government Securities Fund Growth
Franklin India Government Securities Fund Growth
+4.62%+5.83%186.64
Compare

Fund management

PP
Pankaj Pathak
Apr 2025 - Present
View details

Education
Mr. Pankaj is a CFA (CFA Institute, USA) and PG Diploma in Banking & Finance (NIBM, Pune).
Experience
Prior to joining UTI AMC, he has worked with Quantum Asset Management Company and Bank of Maharashtra in Treasury Department.

About UTI Gilt Fund Plan Growth

UTI Gilt Fund Plan Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Pankaj Pathak is the Current Fund Manager of UTI Gilt Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹63.44. The UTI Gilt Fund Plan Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. ;

Investment Objective

To generate credit risk-free return through investments in sovereign securities issued by the Central and/ or a state Government.
Fund benchmarkCRISIL Dynamic Gilt Index

Fund house

Rank (total assets)#8 in India
Total AUM₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,