IDBI-Principal Gilt Fund - Investment Plan

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  • Initial offer opens : August 23, 2001
  • Closing Date : August 23, 2001
  • Issue Price : Rs 10
  • Minimum subscription : Rs 5,000

Nature of the Scheme: An Open ended gilt scheme with investments in government securities with an average maturity upto 10 years. Dividend and Growth Plans are available under this scheme.

  Comparative Analysis of similar other funds

.

Name of the Fund

NAV (in Rs) as on

01.08.2001

02.07.2001

01.06.2001

02.05.2001

03.04.2000

Birla Gilt Plus Liquid (Growth) 12.416 12.269 12.076 11.903 11.819
K Gilt 98 Investment Plan (Growth) 14.388 14.157 13.796 13.496 13.299
J M G-Sec Fund Short Term Plan 11.481 11.421 11.359 11.283 11.211
PNB Debt Fund (Growth) 13.86 13.69 13.44 13.15 -
.

  Risk Perception


Government Securities where a fixed return is offered run price-risk like any other fixed income security. Generally when interest rates drop, the prices increase. The extent of fall or rise in the prices is a function of the existing coupon, days to maturity and the increase or decrease in the level of interest rates. The new level of interest rates at which government raises new money and / or the price levels at which the market is already dealing in existing securities.

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