Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Gilt Fund vs Tata Gilt Securities Fund compare

Link copied to clipboard!

tortoise-icon PGIM India Gilt Fund - 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 PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Fund PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹116 Cr ₹1073 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Feb 2025 07 Sep 1999
Category Gilt Gilt
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Gilt TRI CRISIL Dynamic Gilt TRI
Turn Over 34% 78%
Expense Ratio 1.49 1.38
Manager Puneet Pal Akhil Mittal
ISIN Code INF223J01AQ6 INF277K01519
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Month 2.19% 2.69%
6 Month 2.86% 3.69%
1 Year 8.5% 8.24%
3 Year 6.68% 7.09%
5 Year 5.72% 5.6%

SIP Return Analysis

Scheme Name PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
6 Month 2.78% 2.95%
1 Year 8.97% 9.17%
3 Year 8.16% 8.16%
5 Year 6.52% 6.51%

Rolling Lumpsum Returns

Scheme Name PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Year 6.37% 7.57%
3 Year 7.22% 6.75%
5 Year 7.66% 6.84%

Risk Management

Scheme Name PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Standard Deviation 2.079% 2.055%
Sharp -0.228% -0.141%
Beta 0.751% 0.711%
Alpha -0.621% -0.436%

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 PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Name Puneet Pal Akhil Mittal
Total AUM ₹20950 Cr ₹4981 Cr
Funds Managed 19 4
PGIM India Gilt Fund - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

PGIM India Gilt Fund - Growth

Tata Gilt Securities Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

PGIM India Gilt Fund - Growth

Tata Gilt Securities Fund -Regular Plan- Growth Option

Others 100 100

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns9.01%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.6%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns17.13%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns20.28%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns27.27%

Compare Now

Nippon India Floating Rate Fund - Growth Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option

3Y Returns6.79%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns6.84%

Compare Now
Add to Cart Successfully