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Kotak Gilt vs Tata Gilt Securities Fund compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
Tata Gilt Securities Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹4094 Cr | ₹4094 Cr | ₹1073 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 29 Dec 1998 | 07 Sep 1999 |
| 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% | 78% |
| Expense Ratio | 1.48 | 1.48 | 1.38 |
| Manager | Abhishek Bisen | Abhishek Bisen | Akhil Mittal |
| ISIN Code | INF174K01FI5 | INF174K01FI5 | INF277K01519 |
| 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 | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| 1 Month | 2.26% | 2.26% | 2.26% |
| 6 Month | 5.73% | 5.73% | 6.03% |
| 1 Year | 11.86% | 11.86% | 10.88% |
| 3 Year | 7.94% | 7.94% | 7.99% |
| 5 Year | 6.24% | 6.24% | 5.68% |
SIP Return Analysis
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| 6 Month | 4.36% | 4.36% | 4.39% |
| 1 Year | 12.01% | 12.01% | 12.5% |
| 3 Year | 9.32% | 9.32% | 9.22% |
| 5 Year | 7.36% | 7.36% | 7.19% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| 1 Year | 8.35% | 8.35% | 7.57% |
| 3 Year | 8.27% | 8.27% | 6.75% |
| 5 Year | 7.95% | 7.95% | 6.84% |
Risk Management
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| Standard Deviation | 2.22% | 2.22% | 2.055% |
| Sharp | -0.13% | -0.13% | -0.141% |
| Beta | 0.52% | 0.52% | 0.711% |
| Alpha | -0.57% | -0.57% | -0.436% |
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Fund Managers
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Akhil Mittal |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹4981 Cr |
| Funds Managed | 33 | 33 | 4 |
| Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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