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) | ₹107 Cr | ₹1288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 07 Sep 1999 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| 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 | 0.06% | 0.15% |
| 6 Month | -0.34% | -0.58% |
| 1 Year | 3.52% | 4.01% |
| 3 Year | 6.37% | 6.64% |
| 5 Year | 4.81% | 4.65% |
SIP Return Analysis
| Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.52% | -0.77% |
| 1 Year | 0.69% | 0.64% |
| 3 Year | 5.28% | 5.27% |
| 5 Year | 5.34% | 5.48% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.41% | 6.68% |
| 3 Year | 7.2% | 6.41% |
| 5 Year | 7.46% | 6.24% |
Risk Management
| Scheme Name | PGIM India Gilt Fund - Growth | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 2.92% | 2.18% |
| Sharp | -0.08% | -0.18% |
| Beta | 1.02% | 0.53% |
| Alpha | -1.52% | -0.68% |
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
DSP Small Cap Fund - Regular - Growth
3Y Returns18.82%
Axis Small Cap Fund Regular Growth
3Y Returns16.9%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.26%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.43%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.89%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.31%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%