HSBC Gilt Fund vs Tata Gilt Securities Fund compare
Tata Gilt Securities Fund -Regular Plan- Growth Option
HSBC Gilt Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Fund | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1288 Cr | ₹295 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Sep 1999 | 29 Mar 2000 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec Index |
| Turn Over | 78% | 28% |
| Expense Ratio | 1.38 | 1.7 |
| Manager | Akhil Mittal | Jalpan Shah |
| ISIN Code | INF277K01519 | INF917K01BP1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.25% | -0.05% |
| 6 Month | -0.33% | -0.35% |
| 1 Year | 4.8% | 3.49% |
| 3 Year | 6.77% | 5.67% |
| 5 Year | 4.71% | 3.93% |
SIP Return Analysis
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.25% | -0.27% |
| 1 Year | 1.22% | 0.24% |
| 3 Year | 5.54% | 4.69% |
| 5 Year | 5.66% | 4.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.68% | 6.86% |
| 3 Year | 6.41% | 6.54% |
| 5 Year | 6.24% | 6.13% |
Risk Management
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.18% | 3.15% |
| Sharp | -0.18% | -0.31% |
| Beta | 0.53% | 1.09% |
| Alpha | -0.68% | -2.34% |
Fund Managers
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Name | Akhil Mittal | Jalpan Shah |
| Total AUM | ₹4981 Cr | ₹16521 Cr |
| Funds Managed | 4 | 6 |
| Tata Gilt Securities Fund -Regular Plan- Growth Option | HSBC Gilt Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential PSU Equity Fund - Growth
3Y Returns27.35%
Quant PSU Fund - Regular (G)
3Y Returns0%
Kotak Medium Term Fund - Growth
3Y Returns7.93%
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.85%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.51%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.15%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.9%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.83%