PGIM India Gilt Fund vs SBI Magnum Gilt Fund compare
SBI Gilt Fund - Regular Plan - Growth
PGIM India Gilt Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| Fund | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹11033 Cr | ₹105 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Dec 2000 | 14 Feb 2025 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec Index | CRISIL Dynamic Gilt TRI |
| Turn Over | 78% | 34% |
| Expense Ratio | 0.94 | 1.49 |
| Manager | Tejas Soman | Puneet Pal |
| ISIN Code | INF200K01982 | INF223J01AQ6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| 1 Month | -0.13% | 0.36% |
| 6 Month | 0.28% | -0.2% |
| 1 Year | 4.62% | 4.11% |
| 3 Year | 6.97% | 6.48% |
| 5 Year | 5.61% | 4.79% |
SIP Return Analysis
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| 6 Month | 0.26% | 0.26% |
| 1 Year | 1.53% | 1.19% |
| 3 Year | 5.79% | 5.43% |
| 5 Year | 6.2% | 5.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| 1 Year | 6.99% | 6.41% |
| 3 Year | 7.27% | 7.19% |
| 5 Year | 7.24% | 7.45% |
Risk Management
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| Standard Deviation | 1.99% | 2.01% |
| Sharp | 0.28% | -0.32% |
| Beta | 0.45% | 0.47% |
| Alpha | 0.31% | -0.9% |
Fund Managers
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| Name | Tejas Soman | Puneet Pal |
| Total AUM | ₹37095 Cr | ₹20950 Cr |
| Funds Managed | 9 | 19 |
| SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
Market Cap
| Scheme Name |
SBI Gilt Fund - Regular Plan - Growth |
PGIM India Gilt Fund - Growth |
|---|---|---|
| Others | - | 100 |
Sector Allocation
| Scheme Name |
SBI Gilt Fund - Regular Plan - Growth |
PGIM India Gilt Fund - Growth |
|---|---|---|
| Others | - | 100 |
Top Comparisons
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.28%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.58%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns17.01%
LIC MF Equity Hybrid Fund-Growth
3Y Returns14.06%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns18.46%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns23.11%