Tata Gilt Securities Fund vs HDFC Gilt Fund compare

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HDFC Gilt Fund - Growth Plan

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Tata Gilt Securities Fund -Regular Plan- Growth Option

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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)	₹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

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation