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) | ₹1267 Cr | ₹679 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 | -0.34% | 0.13% |
| 6 Month | -0.69% | -0.44% |
| 1 Year | 5.17% | 5.72% |
| 3 Year | 6.78% | 7.54% |
| 5 Year | 4.76% | 5.47% |
SIP Return Analysis
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.1% | 0.28% |
| 1 Year | 3.47% | 3.56% |
| 3 Year | 6.43% | 7.1% |
| 5 Year | 6.06% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.62% | 7.66% |
| 3 Year | 6.78% | 6.94% |
| 5 Year | 6.76% | 7.49% |
Risk Management
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.18% | 2.97% |
| Sharp | 0.03% | 0.28% |
| Beta | 1.04% | 0.99% |
| Alpha | -1.65% | -0.85% |
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
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.42%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.86%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.88%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.69%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.22%