Tata Gilt Securities Fund vs SBI Magnum Gilt Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Gilt Fund - Regular Plan - 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 SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Fund SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹8700 Cr ₹676 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2000 06 Sep 1999
Category Gilt Gilt
Fund Type Open Ended Open Ended
Benchmark NIFTY All Duration G-Sec Index CRISIL Dynamic Gilt TRI
Turn Over 78% 78%
Expense Ratio 0.94 0.43
Manager Tejas Soman Akhil Mittal
ISIN Code INF200K01982 INF277K01519
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Month 1.07% 0.86%
6 Month 4.68% 3.81%
1 Year 9.16% 7.78%
3 Year 6.64% 5.54%
5 Year 6.97% 5.36%

SIP Return Analysis

Scheme Name SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
6 Month - -
1 Year 3.91% 3.58%
3 Year 11.09% 9.79%
5 Year 17.52% 14.14%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
1 Year 6.03% 4.61%
3 Year 14.15% 11.11%
5 Year 18.22% 14.48%

Risk Management

Scheme Name SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Standard Deviation 1.99% 2.18%
Sharp 0.28% -0.18%
Beta 0.45% 0.53%
Alpha 0.31% -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 SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option
Name Tejas Soman Akhil Mittal
Total AUM ₹37095 Cr ₹4981 Cr
Fund Manage 9 4
SBI Magnum Gilt Fund - Regular Plan - Growth Tata Gilt Securities Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

SBI Magnum Gilt Fund - Regular Plan - Growth

Tata Gilt Securities Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Gilt Fund - Regular Plan - Growth

Tata Gilt Securities Fund -Regular Plan- Growth Option

Sovereign 92.7 62.99
Others 7.3 23.28
Financial - 13.73

Top Comparisons

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns5.52%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.68%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns5.97%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns5.94%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns0%

VS

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns19.92%

Compare Now

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

3Y Returns20.63%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns16.37%

Compare Now
Request call back
Add to Cart Successfully