Axis Gilt Fund vs Tata Gilt Securities Fund compare
Tata Gilt Securities Fund -Regular Plan- Growth Option
Axis Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1073 Cr | ₹934 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 07 Sep 1999 | 23 Jan 2012 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec TRI |
Turn Over | 78% | 20% |
Expense Ratio | 1.38 | 0.8 |
Manager | Akhil Mittal | Devang Shah |
ISIN Code | INF277K01519 | INF846K01AX8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.19% | 2.27% |
6 Month | 5.81% | 6.09% |
1 Year | 10.8% | 12.76% |
3 Year | 7.96% | 8.31% |
5 Year | 5.64% | 6.55% |
SIP Return Analysis
Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.39% | 4.59% |
1 Year | 12.5% | 13.31% |
3 Year | 9.22% | 10.2% |
5 Year | 7.19% | 7.91% |
Rolling Lumpsum Returns
Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.57% | 7.37% |
3 Year | 6.75% | 6.8% |
5 Year | 6.84% | 7.57% |
Risk Management
Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.055% | 2.132% |
Sharp | -0.141% | -0.001% |
Beta | 0.711% | 0.805% |
Alpha | -0.436% | -0.18% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Name | Akhil Mittal | Devang Shah |
Total AUM | ₹4981 Cr | ₹60014 Cr |
Funds Managed | 4 | 15 |
Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.76%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Low Duration Fund - Regular Plan - Growth
3Y Returns6.46%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.21%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.36%
Franklin India Dynamic Asset Allocation Fund of Funds-Growth
3Y Returns13.9%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns20.24%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns21.33%