InvestorQ : Can you throw some light on performance of government gilt funds?
Katherine Gonsalves made post

Can you throw some light on performance of government gilt funds?

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Rutuja Nigam answered.
9 months ago
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Check the table below to understand the rankings.

Scheme Name

Benchmark

Return 1 Year (%) Regular

Return 1 Year (%) Direct

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Direct

Return 3 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Direct

Return Since Launch Benchmark

Aditya Birla Sun Life Government Securities Fund

NIFTY All Duration G-Sec Index

10.63

11.30

10.25

7.72

8.32

6.96

8.98

10.08

Axis Gilt Fund

NIFTY All Duration G-Sec Index

11.89

12.40

10.25

6.50

7.04

6.96

7.40

7.96

8.01

Baroda Gilt

I-SEC Mi-BEX Index

8.62

9.43

9.90

5.84

6.70

7.62

6.47

8.78

Canara Robeco Gilt Fund

CRISIL Dynamic Gilt Total Return Index

9.56

10.28

9.77

6.22

6.88

6.59

8.87

9.30

8.92

DSP Government Securities

I-SEC Li-BEX Index

12.15

12.82

11.34

7.27

8.08

7.79

9.72

8.76

10.93

Edelweiss Government Securities

CRISIL Dynamic Gilt Total Return Index

10.36

10.92

9.77

7.40

7.92

6.59

9.20

9.72

9.64

Franklin India Government Securities Fund

I-SEC Li-BEX Index

7.62

8.28

11.34

4.34

5.23

7.79

8.53

8.28

9.03

HDFC Gilt Fund

CRISIL Dynamic Gilt Total Return Index

8.50

8.90

9.77

5.45

5.85

6.59

7.72

8.55

8.33

ICICI Prudential Gilt Fund

CRISIL Dynamic Gilt Total Return Index

10.72

11.28

9.77

6.84

7.42

6.59

9.96

9.26

9.13

IDBI Gilt

CRISIL Dynamic Gilt Total Return Index

7.36

8.17

9.77

4.05

5.03

6.59

6.86

7.48

8.41

IDFC GSF Investment

CRISIL Dynamic Gilt Total Return Index

12.98

13.58

9.77

8.20

8.82

6.59

8.48

9.99

7.67

Invesco India Gilt Fund

CRISIL 10-Year Gilt

9.72

10.55

9.54

5.91

6.71

5.47

6.42

8.55

6.66

Kotak Gilt Investment

NIFTY All Duration G-Sec Index

9.46

10.57

10.25

6.26

7.35

6.96

9.54

8.94

Kotak Gilt Investment

NIFTY All Duration G-Sec Index

9.46

10.57

10.25

6.26

7.35

6.96

7.49

8.94

5.96

LIC MF GSF

I-SEC Composite Index

10.92

11.69

10.27

6.58

7.47

7.63

7.60

8.42

LIC MF GSF

I-SEC Composite Index

10.92

10.27

6.57

7.63

5.92

7.66

L&T Gilt Fund

CRISIL Dynamic Gilt Total Return Index

7.90

9.23

9.77

5.17

6.61

6.59

8.36

10.19

8.85

Nippon India Gilt Securities Inst

CRISIL Dynamic Gilt Total Return Index

12.08

13.09

9.77

8.17

9.26

6.59

6.29

10.76

7.05

Nippon India Gilt Securities Inst

CRISIL Dynamic Gilt Total Return Index

12.08

13.09

9.77

8.17

9.26

6.59

9.05

10.76

8.75

PGIM India Gilt

I-SEC Mi-BEX Index

9.80

10.37

9.90

6.86

7.35

7.62

7.28

8.51

8.73

SBI Magnum Gilt Fund

CRISIL Dynamic Gilt Total Return Index

12.82

13.30

9.77

7.54

8.09

6.59

8.27

10.52

8.76

Tata GSF

CRISIL Dynamic Gilt Total Return Index

9.24

10.06

9.77

6.00

7.06

6.59

8.93

9.20

9.15

UTI Gilt Fund

CRISIL Dynamic Gilt Total Return Index

11.40

11.71

9.77

7.63

7.92

6.59

8.72

9.72

7.82

As can be seen, it is largely about individual performance and smart managers ride the yield curve shifts quite smartly.

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