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) | ₹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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