Which funds are similar to Kotak Gilt Investment PF & Trust Direct-Growth?
Funds similar to Kotak Gilt Investment PF & Trust Direct-Growth in the Debt: Gilt category include ICICI Prudential Gilt Fund Direct Plan-Growth, SBI Gilt Fund Direct-Growth, and Kotak Gilt Investment Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak Gilt Investment PF & Trust Direct-Growth in its category?
On a 3-year return basis Kotak Gilt Investment PF & Trust Direct-Growth is ranked 19 out of 23 funds in the Debt: Gilt category as of 21 Oct 2026. On a 5-year return basis it ranks 16 out of 21. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Kotak Gilt Investment PF & Trust Direct-Growth's expense ratio compare to similar funds?
Kotak Gilt Investment PF & Trust Direct-Growth has an expense ratio of 0.40%. The peers ICICI Prudential Gilt Fund Direct Plan-Growth has an expense ratio of 0.58% and SBI Gilt Fund Direct-Growth has 0.49%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Gilt Investment PF & Trust Direct-Growth's AUM compare to similar funds?
Kotak Gilt Investment PF & Trust Direct-Growth has an AUM of ₹2,064.97 crore. The peers ICICI Prudential Gilt Fund Direct Plan-Growth has an AUM of ₹9,117.79 crore and SBI Gilt Fund Direct-Growth has ₹8,067.41 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Gilt?
The top performing fund in the Debt: Gilt category on a 3-year basis is Bandhan Gilt Fund Direct-Growth with a CAGR of 8.35% as of 21 Oct 2026. Kotak Gilt Investment PF & Trust Direct-Growth has delivered 5.50% CAGR over the same period, ranking 19 out of 23 funds. You can view and compare the full category ranking on sharpely.
How does Kotak Gilt Investment PF & Trust Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak Gilt Investment PF & Trust Direct-Growth has a Sharpe ratio of -0.01 compared to the Debt: Gilt average of 0.14 as of 21 Oct 2026. It ranks 19 out of 23 funds in its category on Sharpe ratio.
