HSBC Gilt Fund vs Kotak Gilt compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
HSBC Gilt Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹3459 Cr | ₹3459 Cr | ₹288 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 29 Dec 1998 | 29 Mar 2000 |
| Category | Gilt | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec Index |
| Turn Over | 4.88% | 24% | 28% |
| Expense Ratio | 1.48 | 1.48 | 1.7 |
| Manager | Abhishek Bisen | Abhishek Bisen | Jalpan Shah |
| ISIN Code | INF174K01FI5 | INF174K01FI5 | INF917K01BP1 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 1.3% | 1.3% | 0.73% |
| 6 Month | -0.51% | -0.51% | -0.2% |
| 1 Year | 3.74% | 3.74% | 4.22% |
| 3 Year | 6.7% | 6.7% | 6.2% |
| 5 Year | 5.2% | 5.2% | 4.33% |
SIP Return Analysis
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 0.4% | 0.4% | 0.21% |
| 1 Year | 2.94% | 2.94% | 3.19% |
| 3 Year | 5.98% | 5.98% | 5.86% |
| 5 Year | 5.78% | 5.78% | 5.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 8.26% | 8.26% | 7.13% |
| 3 Year | 8.18% | 8.18% | 6.69% |
| 5 Year | 7.84% | 7.84% | 6.28% |
Risk Management
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 3.68% | 3.68% | 3.14% |
| Sharp | -0.10% | -0.10% | -0.23% |
| Beta | 1.35% | 1.35% | 1.34% |
| Alpha | -2.18% | -2.18% | -2.50% |
Fund Managers
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Jalpan Shah |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹16521 Cr |
| Funds Managed | 33 | 33 | 6 |
| Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
HSBC Gilt Fund - Regular Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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