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 | 0.37% | 0.08% |
| 1 Year | 1.91% | 1.08% |
| 3 Year | 5.95% | 5.43% |
| 5 Year | 6.27% | 5.46% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | PGIM India Gilt Fund - Growth |
|---|---|---|
| 1 Year | 6.99% | 6.41% |
| 3 Year | 7.29% | 7.2% |
| 5 Year | 7.25% | 7.46% |
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 | 100 |
Sector Allocation
| Scheme Name |
SBI Gilt Fund - Regular Plan - Growth |
PGIM India Gilt Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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