Tata Gilt Securities Fund vs SBI Magnum Gilt Fund compare

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tortoise-icon SBI Magnum Gilt Fund - Regular Plan - Growth

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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 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 0.11% 0.37%
6 Month 6.04% 4.92%
1 Year 10.27% 9.94%
3 Year 6.88% 5.82%
5 Year 7.2% 5.59%

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 6.88% 6.98%
3 Year 7.18% 6.56%
5 Year 7.49% 6.72%

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%

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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

Others 7.3 23.28
Sovereign 92.7 62.99
Financial - 13.73

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