Kotak Gilt vs Tata Gilt Securities Fund 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 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 Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Fund Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Moderate
Asset Size (Cr) ₹4084 Cr ₹4084 Cr ₹874 Cr
Min Investment ₹100 ₹100 ₹5000
Min SIP Invesment ₹100 ₹100 ₹500
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 29 Dec 1998 29 Dec 1998 07 Sep 1999
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 CRISIL Dynamic Gilt TRI
Turn Over 4.88% 24% 78%
Expense Ratio 1.48 1.48 1.37
Manager Abhishek Bisen Abhishek Bisen Akhil Mittal
ISIN Code INF174K01FI5 INF174K01FI5 INF277K01519
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 Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Month 0.58% 0.58% 0.74%
6 Month 3.79% 3.79% 3.81%
1 Year 8.27% 8.27% 8.13%
3 Year 5.75% 5.75% 5.74%
5 Year 6.85% 6.85% 5.79%

SIP Return Analysis

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
6 Month - - -
1 Year 7.37% 7.37% 7.26%
3 Year 7.29% 7.29% 7.15%
5 Year 6.22% 6.22% 5.86%

Rolling Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Year 8.33% 8.33% 7.52%
3 Year 8.3% 8.3% 6.77%
5 Year 8% 8% 6.87%

Risk Management

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Standard Deviation 2.22% 2.22% 2.18%
Sharp -0.13% -0.13% -0.18%
Beta 0.52% 0.52% 0.53%
Alpha -0.57% -0.57% -0.68%

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 Tata Gilt Securities Fund -Regular Plan- Growth Option
Name Abhishek Bisen Abhishek Bisen Akhil Mittal
Total AUM ₹0 Cr ₹0 Cr ₹4981 Cr
Fund Manage 33 33 4
Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth Tata Gilt Securities Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

Tata Gilt Securities Fund -Regular Plan- Growth Option

Others 100 100 100

Sector Allocation

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

Tata Gilt Securities Fund -Regular Plan- Growth Option

Others 100 100 100

Top Comparisons

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns19.56%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.18%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.62%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.62%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns29.78%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns28.54%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns20.61%

VS

DSP Healthcare Fund - Regular Plan - Growth DSP Healthcare Fund - Regular Plan - Growth

3Y Returns22.61%

Compare Now
Request call back
Add to Cart Successfully