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) | ₹3536 Cr | ₹3536 Cr | ₹2919 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 | 1.3% | 1.3% | 1% |
6 Month | -0.51% | -0.51% | 0.86% |
1 Year | 3.74% | 3.74% | 6.15% |
3 Year | 6.7% | 6.7% | 7.57% |
5 Year | 5.2% | 5.2% | 5.28% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HDFC Gilt Fund - Growth Plan |
---|---|---|---|
6 Month | 0.4% | 0.4% | 0.72% |
1 Year | 2.94% | 2.94% | 5.18% |
3 Year | 5.98% | 5.98% | 7.26% |
5 Year | 5.78% | 5.78% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HDFC Gilt Fund - Growth Plan |
---|---|---|---|
1 Year | 8.26% | 8.26% | 6.49% |
3 Year | 8.18% | 8.18% | 6.46% |
5 Year | 7.84% | 7.84% | 6.15% |
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% | 2.75% |
Sharp | -0.13% | -0.13% | 0.19% |
Beta | 0.52% | 0.52% | 1.19% |
Alpha | -0.57% | -0.57% | -1.06% |
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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