Axis Gilt Fund vs SBI Magnum Gilt Fund compare
SBI Magnum Gilt Fund - Regular Plan - Growth
Axis Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹11055 Cr | ₹576 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Dec 2000 | 23 Jan 2012 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec Index | NIFTY All Duration G-Sec TRI |
| Turn Over | 78% | 20% |
| Expense Ratio | 0.94 | 0.8 |
| Manager | Tejas Soman | Devang Shah |
| ISIN Code | INF200K01982 | INF846K01AX8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.04% | -0.05% |
| 6 Month | -0.31% | -0.19% |
| 1 Year | 4.85% | 5.04% |
| 3 Year | 7.07% | 7.28% |
| 5 Year | 5.72% | 5.39% |
SIP Return Analysis
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.61% | 0.45% |
| 1 Year | 2.98% | 2.94% |
| 3 Year | 6.43% | 6.83% |
| 5 Year | 6.53% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7% | 7.57% |
| 3 Year | 7.3% | 6.99% |
| 5 Year | 7.26% | 7.47% |
Risk Management
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.99% | 2.09% |
| Sharp | 0.28% | -0.08% |
| Beta | 0.45% | 0.51% |
| Alpha | 0.31% | -0.45% |
Fund Managers
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Tejas Soman | Devang Shah |
| Total AUM | ₹37095 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| SBI Magnum Gilt Fund - Regular Plan - Growth | Axis Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Gilt Fund - Regular Plan - Growth |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Gilt Fund - Regular Plan - Growth |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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