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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) | ₹3391 Cr | ₹3391 Cr | ₹1339 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 | 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% | 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 | -0.21% | -0.21% | 0.04% |
| 6 Month | -2.98% | -2.98% | -1.53% |
| 1 Year | 1.49% | 1.49% | 4.02% |
| 3 Year | 5.77% | 5.77% | 6.63% |
| 5 Year | 4.47% | 4.47% | 4.62% |
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 | -0.46% | -0.46% | -0.13% |
| 1 Year | -0.94% | -0.94% | 1.68% |
| 3 Year | 4.41% | 4.41% | 5.72% |
| 5 Year | 4.9% | 4.9% | 5.69% |
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 | 7.31% | 7.31% | 6.7% |
| 3 Year | 7.85% | 7.85% | 6.41% |
| 5 Year | 7.56% | 7.56% | 6.24% |
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% | 2.18% |
| Sharp | -0.13% | -0.13% | -0.18% |
| Beta | 0.52% | 0.52% | 0.53% |
| Alpha | -0.57% | -0.57% | -0.68% |
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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