Tata Gilt Securities Fund vs Axis Gilt Fund compare
Tata Gilt Securities Fund -Regular Plan- Growth Option
Axis Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1288 Cr | ₹599 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 07 Sep 1999 | 23 Jan 2012 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec TRI |
| Turn Over | 78% | 20% |
| Expense Ratio | 1.38 | 0.8 |
| Manager | Akhil Mittal | Devang Shah |
| ISIN Code | INF277K01519 | INF846K01AX8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.13% | 0.07% |
| 6 Month | -0.43% | 0.5% |
| 1 Year | 3.83% | 4.51% |
| 3 Year | 6.6% | 7.19% |
| 5 Year | 4.61% | 5.33% |
SIP Return Analysis
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.77% | 0.03% |
| 1 Year | 0.64% | 2.25% |
| 3 Year | 5.27% | 6.45% |
| 5 Year | 5.48% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.7% | 7.57% |
| 3 Year | 6.41% | 6.99% |
| 5 Year | 6.24% | 7.47% |
Risk Management
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.18% | 2.09% |
| Sharp | -0.18% | -0.08% |
| Beta | 0.53% | 0.51% |
| Alpha | -0.68% | -0.45% |
Fund Managers
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Akhil Mittal | Devang Shah |
| Total AUM | ₹4981 Cr | ₹60014 Cr |
| Funds Managed | 4 | 15 |
| Tata Gilt Securities Fund -Regular Plan- Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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