PGIM India Gilt Fund vs Tata Gilt Securities Fund compare
PGIM India Gilt Fund - Growth
Tata Gilt Securities Fund -Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
Fund | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹109 Cr | ₹1256 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 07 Sep 1999 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Dynamic Gilt TRI | CRISIL Dynamic Gilt TRI |
Turn Over | 34% | 78% |
Expense Ratio | 1.49 | 1.38 |
Manager | Puneet Pal | Akhil Mittal |
ISIN Code | INF223J01AQ6 | INF277K01519 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
1 Month | 0.15% | -0.04% |
6 Month | 2.17% | 2.61% |
1 Year | 4.63% | 5.53% |
3 Year | 6.69% | 6.96% |
5 Year | 5.17% | 5.05% |
SIP Return Analysis
Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | -0.66% | -0.79% |
1 Year | 2.88% | 3.34% |
3 Year | 6.37% | 6.44% |
5 Year | 5.79% | 5.95% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
1 Year | 6.49% | 7.67% |
3 Year | 7.23% | 6.78% |
5 Year | 7.57% | 6.79% |
Risk Management
Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 2.92% | 3.13% |
Sharp | -0.16% | -0.12% |
Beta | 1.25% | 1.22% |
Alpha | -1.92% | -1.79% |
Fund Managers
Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
Name | Puneet Pal | Akhil Mittal |
Total AUM | ₹20950 Cr | ₹4981 Cr |
Funds Managed | 19 | 4 |
PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
Market Cap
Scheme Name |
PGIM India Gilt Fund - Growth |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
PGIM India Gilt Fund - Growth |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns16.62%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.19%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.87%
DSP Focused Fund - Regular Plan - Growth
3Y Returns17.7%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.84%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Franklin Build India Fund Growth Plan
3Y Returns27.21%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns23.76%