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) | ₹106 Cr | ₹1267 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 | -0.3% | -0.34% |
| 6 Month | -0.88% | -0.69% |
| 1 Year | 4.55% | 5.17% |
| 3 Year | 6.79% | 6.78% |
| 5 Year | 4.89% | 4.76% |
SIP Return Analysis
| Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.16% | 0.1% |
| 1 Year | 2.97% | 3.47% |
| 3 Year | 6.29% | 6.43% |
| 5 Year | 5.87% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.46% | 7.62% |
| 3 Year | 7.21% | 6.78% |
| 5 Year | 7.52% | 6.76% |
Risk Management
| Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 2.90% | 3.18% |
| Sharp | 0.04% | 0.03% |
| Beta | 0.99% | 1.04% |
| Alpha | -1.55% | -1.65% |
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 |
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