Invesco India GILT Fund vs HDFC Gilt Fund compare
HDFC Gilt Fund - Growth Plan
Invesco India GILT Fund - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
|---|---|---|
| Fund | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2981 Cr | ₹367 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jul 2001 | 09 Feb 2008 |
| Category | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec Index |
| Turn Over | 21.38% | 24% |
| Expense Ratio | 0.89 | 1.25 |
| Manager | Anil Bamboli | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01756 | INF205K01SR1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
|---|---|---|
| 1 Month | 0.03% | 0.07% |
| 6 Month | -0.28% | -1.46% |
| 1 Year | 5.72% | 4.19% |
| 3 Year | 7.35% | 7.12% |
| 5 Year | 5.08% | 4.7% |
SIP Return Analysis
| Scheme Name | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
|---|---|---|
| 6 Month | 0.18% | -0.16% |
| 1 Year | 3.45% | 2.04% |
| 3 Year | 6.68% | 6.21% |
| 5 Year | 6.16% | 5.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
|---|---|---|
| 1 Year | 6.49% | 7.01% |
| 3 Year | 6.46% | 7.32% |
| 5 Year | 6.15% | 8.18% |
Risk Management
| Scheme Name | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
|---|---|---|
| Standard Deviation | 2.74% | 3.45% |
| Sharp | 0.23% | 0.13% |
| Beta | 0.94% | 1.14% |
| Alpha | -0.96% | -1.49% |
Fund Managers
| Scheme Name | HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
|---|---|---|
| Name | Anil Bamboli | Krishna Venkat Cheemalapati |
| Total AUM | ₹135442 Cr | ₹24743 Cr |
| Funds Managed | 12 | 19 |
| HDFC Gilt Fund - Growth Plan | Invesco India GILT Fund - Growth |
Market Cap
| Scheme Name |
HDFC Gilt Fund - Growth Plan |
Invesco India GILT Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Gilt Fund - Growth Plan |
Invesco India GILT Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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