HSBC Gilt Fund vs Kotak Gilt compare

Link copied to clipboard!

tortoise-icon Kotak Gilt-Investment Regular-Growth

Invest Now

tortoise-icon Kotak Gilt-Investment Regular-Growth

Invest Now

tortoise-icon HSBC Gilt Fund - Regular Growth

Invest Now

Chart Comparison

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

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 Moderate Moderate Moderate
Asset Size (Cr) ₹3613 Cr ₹3613 Cr ₹194 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 01 Jan 2013
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 Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HSBC Gilt Fund - Regular Growth
1 Month 0.53% 0.53% 0.91%
6 Month 6.45% 6.45% 4.24%
1 Year 10.49% 10.49% 8.43%
3 Year 5.77% 5.77% 4.78%
5 Year 6.73% 6.73% 5.29%

SIP Return Analysis

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HSBC Gilt Fund - Regular Growth
6 Month - - -
1 Year 3.68% 3.68% 3.76%
3 Year 9.73% 9.73% 8.57%
5 Year 15.39% 15.39% 12.81%

Rolling Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth HSBC Gilt Fund - Regular Growth
1 Year 5.51% 5.51% 4.55%
3 Year 12.51% 12.51% 10.24%
5 Year 16.3% 16.3% 13.5%

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% 1.97%
Sharp -0.13% -0.13% -0.58%
Beta 0.52% 0.52% 0.47%
Alpha -0.57% -0.57% -1.4%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 5 10.14 13.77
Sovereign 94.92 89.77 86.23
Financial 0.07 0.09 -
Construction 0.01 - -

Top Comparisons

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns18.11%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.79%

Compare Now

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns18.57%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns0%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns25.26%

VS

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns21.22%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns21.57%

VS

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully