Tata Gilt Securities Fund vs HDFC Gilt Fund compare
HDFC Gilt Fund - Growth Plan
Tata Gilt Securities Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2981 Cr | ₹1267 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jul 2001 | 07 Sep 1999 |
| Category | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | CRISIL Dynamic Gilt TRI |
| Turn Over | 21.38% | 78% |
| Expense Ratio | 0.89 | 1.38 |
| Manager | Anil Bamboli | Akhil Mittal |
| ISIN Code | INF179K01756 | INF277K01519 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.03% | -0.34% |
| 6 Month | -0.28% | -0.69% |
| 1 Year | 5.72% | 5.17% |
| 3 Year | 7.35% | 6.78% |
| 5 Year | 5.08% | 4.76% |
SIP Return Analysis
| Scheme Name | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.18% | 0.1% |
| 1 Year | 3.45% | 3.47% |
| 3 Year | 6.68% | 6.43% |
| 5 Year | 6.16% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.49% | 7.62% |
| 3 Year | 6.46% | 6.78% |
| 5 Year | 6.15% | 6.76% |
Risk Management
| Scheme Name | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 2.74% | 3.18% |
| Sharp | 0.23% | 0.03% |
| Beta | 0.94% | 1.04% |
| Alpha | -0.96% | -1.65% |
Fund Managers
| Scheme Name | HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Anil Bamboli | Akhil Mittal |
| Total AUM | ₹135442 Cr | ₹4981 Cr |
| Funds Managed | 12 | 4 |
| HDFC Gilt Fund - Growth Plan | Tata Gilt Securities Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
HDFC Gilt Fund - Growth Plan |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Gilt Fund - Growth Plan |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.13%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.14%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.3%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.55%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.08%
HSBC Multi Asset Active FOF - Growth
3Y Returns15.24%
HDFC Mid-Cap Fund - Growth Plan
3Y Returns25.9%
HSBC Midcap Fund - Regular Growth
3Y Returns24.34%