HSBC Gilt Fund vs Kotak Gilt compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
HSBC Gilt Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
---|---|---|---|
Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Moderate |
Asset Size (Cr) | ₹4094 Cr | ₹4094 Cr | ₹261 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 29 Dec 1998 | 29 Mar 2000 |
Category | Gilt | Gilt | Gilt |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec Index |
Turn Over | 4.88% | 24% | 28% |
Expense Ratio | 1.48 | 1.48 | 1.7 |
Manager | Abhishek Bisen | Abhishek Bisen | Jalpan Shah |
ISIN Code | INF174K01FI5 | INF174K01FI5 | INF917K01BP1 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
---|---|---|---|
1 Month | 2.75% | 2.75% | 2.67% |
6 Month | 4.1% | 4.1% | 4.14% |
1 Year | 9.94% | 9.94% | 9.38% |
3 Year | 7.42% | 7.42% | 6.73% |
5 Year | 6.63% | 6.63% | 5.83% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
---|---|---|---|
6 Month | 3.47% | 3.47% | 3.46% |
1 Year | 10.49% | 10.49% | 10.19% |
3 Year | 8.71% | 8.71% | 8.07% |
5 Year | 6.97% | 6.97% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
---|---|---|---|
1 Year | 8.35% | 8.35% | 7.18% |
3 Year | 8.27% | 8.27% | 6.72% |
5 Year | 7.95% | 7.95% | 6.38% |
Risk Management
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
---|---|---|---|
Standard Deviation | 2.22% | 2.22% | 2.044% |
Sharp | -0.13% | -0.13% | -0.482% |
Beta | 0.52% | 0.52% | 0.741% |
Alpha | -0.57% | -0.57% | -1.115% |
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Fund Managers
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Jalpan Shah |
Total AUM | ₹0 Cr | ₹0 Cr | ₹16521 Cr |
Funds Managed | 33 | 33 | 6 |
Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | HSBC Gilt Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
HSBC Gilt Fund - Regular Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
HSBC Gilt Fund - Regular Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
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