Tata Gilt Securities Fund

GiltDebt Rank 7 of 30

NAV · Direct-Growth

₹91.75-0.11-0.12%

As of 18 Aug 2026 · AMFI

NAV growth+5.7%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Gilt category on 1Y, 3Y & 5Y.

1Y return

+5.7%

+0.5 vs cat

3Y CAGR

+7.2%

+0.4 vs cat

5Y CAGR

+6.4%

+0.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

4.4%

3Y std dev

Go deeper on Tata Gilt Securities Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Gilt Securities Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Gilt Securities Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Gilt Securities Fund is a Gilt scheme from Tata. Long-run track record: about 6.4% CAGR over 5 years. Worst historical drawdown: -10% in Aug 2013, recovered in 9 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K01OX7

NAV (Direct-Growth)

₹91.7516

Last 1Y

+5.65%

Aug 25Min ₹85.25 · Max ₹92.19 · 243 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Aug 2013

-10.4%

Peak ₹35.69 on 28 May 2013 → trough ₹31.99 on 19 Aug 2013 (3 months down).

Recovered in 9 months· 2 May 2014

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.14%	+0.11%	14/ 32
1M	+0.83%	+0.51%	2/ 32
3M	+5.67%	+3.92%	1/ 32
6M	+4.05%	+3.34%	3/ 32
YTD	+3.86%	+3.45%	9/ 32
1Y	+5.65%	+5.13%	8/ 32
2Y	+6.34%	+5.40%	5/ 30
3Y	+7.16%	+6.72%	7/ 30
5Y	+6.42%	+5.89%	6/ 28
7Y	+6.29%	+6.30%	13/ 28
10Y	+6.84%	+6.96%	16/ 28

Available plans & options

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