Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Gilt Securities Fund vs HDFC Gilt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Gilt Fund - Growth Plan

Invest Now

tortoise-icon Tata Gilt Securities Fund -Regular Plan- Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2940 Cr ₹1256 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 0.1% -0.33%
6 Month 2.48% 2.49%
1 Year 5.26% 5.16%
3 Year 7.13% 6.86%
5 Year 5.31% 4.93%

SIP Return Analysis

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
6 Month -0.46% -0.79%
1 Year 3.75% 3.34%
3 Year 6.85% 6.44%
5 Year 6.13% 5.95%

Rolling Lumpsum Returns

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Year 6.5% 7.67%
3 Year 6.45% 6.78%
5 Year 6.16% 6.79%

Risk Management

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
Standard Deviation 2.75% 3.13%
Sharp -0.02% -0.12%
Beta 1.22% 1.22%
Alpha -1.47% -1.79%

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

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns7.13%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns7.28%

Compare Now

PGIM India Retirement Fund - Regular (G) PGIM India Retirement Fund - Regular (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns7.07%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns7.11%

Compare Now

SBI ELSS Tax Saver Fund - Regular Plan- Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth

3Y Returns24.07%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns25.42%

Compare Now
Add to Cart Successfully