Kotak Gilt vs HDFC Gilt Fund compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
HDFC Gilt Fund - Growth Plan
Chart Comparison
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) | ₹4006 Cr | ₹4006 Cr | ₹3030 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 | Gilt | Gilt | Gilt |
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 | 0.37% | 0.37% | 0.44% |
6 Month | 2.36% | 2.36% | 3.84% |
1 Year | 6.32% | 6.32% | 8.17% |
3 Year | 7.22% | 7.22% | 7.65% |
5 Year | 5.2% | 5.2% | 5.35% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HDFC Gilt Fund - Growth Plan |
---|---|---|---|
6 Month | 0.61% | 0.61% | 1.33% |
1 Year | 4.9% | 4.9% | 7.5% |
3 Year | 7.12% | 7.12% | 8.22% |
5 Year | 6.31% | 6.31% | 6.83% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HDFC Gilt Fund - Growth Plan |
---|---|---|---|
1 Year | 8.35% | 8.35% | 6.47% |
3 Year | 8.22% | 8.22% | 6.42% |
5 Year | 7.9% | 7.9% | 6.17% |
Risk Management
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HDFC Gilt Fund - Growth Plan |
---|---|---|---|
Standard Deviation | 2.22% | 2.22% | 2.36% |
Sharp | -0.13% | -0.13% | 0.46% |
Beta | 0.52% | 0.52% | 1.12% |
Alpha | -0.57% | -0.57% | -1.05% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.47%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.09%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.48%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns28.01%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.71%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.09%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.44%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns15.7%