Invesco India GILT Fund vs Kotak Gilt compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
Invesco India GILT Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
---|---|---|---|
Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Moderate |
Asset Size (Cr) | ₹4007 Cr | ₹4007 Cr | ₹537 Cr |
Min Investment | ₹100 | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 29 Dec 1998 | 09 Feb 2008 |
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% | 24% |
Expense Ratio | 1.48 | 1.48 | 1.25 |
Manager | Abhishek Bisen | Abhishek Bisen | Krishna Venkat Cheemalapati |
ISIN Code | INF174K01FI5 | INF174K01FI5 | INF205K01SR1 |
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 | Invesco India GILT Fund - Growth |
---|---|---|---|
1 Month | -1.71% | -1.71% | -1.05% |
6 Month | 1.35% | 1.35% | 2.63% |
1 Year | 4.16% | 4.16% | 5.43% |
3 Year | 6.62% | 6.62% | 7.07% |
5 Year | 5.09% | 5.09% | 4.75% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
---|---|---|---|
6 Month | -1.56% | -1.56% | -0.61% |
1 Year | 0.72% | 0.72% | 3.02% |
3 Year | 5.67% | 5.67% | 6.95% |
5 Year | 5.5% | 5.5% | 6.14% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
---|---|---|---|
1 Year | 8.32% | 8.32% | 7.08% |
3 Year | 8.19% | 8.19% | 7.34% |
5 Year | 7.87% | 7.87% | 8.2% |
Risk Management
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
---|---|---|---|
Standard Deviation | 2.22% | 2.22% | 3.18% |
Sharp | -0.13% | -0.13% | 0.22% |
Beta | 0.52% | 0.52% | 1.30% |
Alpha | -0.57% | -0.57% | -1.19% |
Fund Managers
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Krishna Venkat Cheemalapati |
Total AUM | ₹0 Cr | ₹0 Cr | ₹24743 Cr |
Funds Managed | 33 | 33 | 19 |
Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Invesco India GILT Fund - Growth |
Market Cap
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
Invesco India GILT Fund - Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
Invesco India GILT Fund - Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.78%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns13.83%
Franklin Build India Fund Growth Plan
3Y Returns27.99%
LIC MF Infrastructure Fund-Growth
3Y Returns26.62%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20.1%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns16.79%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns10.69%