Tata Gilt Securities Fund vs HDFC Gilt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Gilt Fund - Growth Plan

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 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 1% 0.86%
6 Month 4.62% 3.81%
1 Year 8.69% 7.78%
3 Year 5.41% 5.54%
5 Year 5.86% 5.36%

SIP Return Analysis

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
6 Month - -
1 Year 3.74% 3.58%
3 Year 9.54% 9.79%
5 Year 14.43% 14.14%

Rolling Lumpsum Returns

Scheme Name HDFC Gilt Fund - Growth Plan Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Year 4.98% 4.61%
3 Year 11.48% 11.11%
5 Year 15.07% 14.48%

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%

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 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

Top Comparisons

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns5.8%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns5.99%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.41%

VS

SBI Banking & PSU Fund - Regular Paln - Growth SBI Banking & PSU Fund - Regular Paln - Growth

3Y Returns5.09%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns5.84%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns4.87%

Compare Now

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

3Y Returns0%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns28.29%

Compare Now
Request call back
Add to Cart Successfully