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Kotak Gilt vs HDFC Gilt Fund compare

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tortoise-icon Kotak Gilt-Investment Regular-Growth

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tortoise-icon Kotak Gilt-Investment Regular-Growth

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tortoise-icon HDFC Gilt Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan
Fund Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Moderate
Asset Size (Cr) ₹3391 Cr ₹3391 Cr ₹2945 Cr
Min Investment ₹100 ₹100 ₹100
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 29 Dec 1998 29 Dec 1998 25 Jul 2001
Category Domestic Deb FoF Domestic Deb FoF Domestic Deb FoF
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY All Duration G-Sec TRI NIFTY All Duration G-Sec TRI CRISIL Dynamic Gilt TRI
Turn Over 4.88% 24% 21.38%
Expense Ratio 1.48 1.48 0.89
Manager Abhishek Bisen Abhishek Bisen Anil Bamboli
ISIN Code INF174K01FI5 INF174K01FI5 INF179K01756
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 HDFC Gilt Fund - Growth Plan
1 Month -0.21% -0.21% 0.19%
6 Month -2.98% -2.98% -0.8%
1 Year 1.49% 1.49% 4.81%
3 Year 5.77% 5.77% 6.93%
5 Year 4.47% 4.47% 4.99%

SIP Return Analysis

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan
6 Month -0.65% -0.65% 0.38%
1 Year -1.05% -1.05% 2.78%
3 Year 4.41% 4.41% 6.41%
5 Year 4.93% 4.93% 6.1%

Rolling Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan
1 Year 7.31% 7.31% 6.44%
3 Year 7.85% 7.85% 6.52%
5 Year 7.56% 7.56% 6.17%

Risk Management

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan
Standard Deviation 3.72% 3.72% 2.74%
Sharp -0.22% -0.22% 0.10%
Beta 1.24% 1.24% 0.96%
Alpha -2.41% -2.41% -0.94%

Fund Managers

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan
Name Abhishek Bisen Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹0 Cr ₹135442 Cr
Funds Managed 33 33 12
Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HDFC Gilt Fund - Growth Plan

Market Cap

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

HDFC Gilt Fund - Growth Plan

Others 100 100 100

Sector Allocation

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

HDFC Gilt Fund - Growth Plan

Others 100 100 100

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