Tata Gilt Securities Fund vs HDFC Gilt Fund compare

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tortoise-icon HDFC Gilt Fund - Growth Plan

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tortoise-icon 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) ₹2392 Cr ₹676 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jul 2001 06 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 0.43
Manager Anil Bamboli Akhil Mittal
ISIN Code INF179K01756 INF277K01519
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Month -0.01% -0.1%
6 Month 4.5% 3.77%
1 Year 8.93% 8.43%
3 Year 5.37% 5.55%
5 Year 5.81% 5.39%

SIP Return Analysis

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
6 Month - -
1 Year 9.19% 8.54%
3 Year 7.48% 7.35%
5 Year 6.16% 5.97%

Rolling Lumpsum Returns

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Year 6.33% 7.52%
3 Year 6.44% 6.77%
5 Year 6.21% 6.87%

Risk Management

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
Standard Deviation 2.09% 2.18%
Sharp -0.25% -0.18%
Beta 0.53% 0.53%
Alpha -0.8% -0.68%

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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
Fund Manage 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 23.28
Sovereign - 62.99
Financial - 13.73

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