Aditya Birla Sun Life Gold Fund vs Kotak Gold Fund Growth compare
Kotak Gold Fund Growth
Aditya Birla Sun Life Gold Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Fund | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹2520 Cr | ₹472 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 25 Mar 2011 | 20 Mar 2012 |
Category | Gold | Gold |
Fund Type | Open Ended | Open Ended |
Benchmark | Domestic Price of Gold | Domestic Price of Gold |
Turn Over | 4.88% | 34.8% |
Expense Ratio | 0.5 | 0.52 |
Manager | Abhishek Bisen | Pranav Gupta |
ISIN Code | INF174K01AT3 | INF209K01PF4 |
Exits Load | Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life Gold Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
1 Month | 5.48% | 5.55% |
6 Month | 28.21% | 29.06% |
1 Year | 36.49% | 37.51% |
3 Year | 22.66% | 23.17% |
5 Year | 14.3% | 14.54% |
SIP Return Analysis
Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
6 Month | 13.35% | 13.93% |
1 Year | 51.66% | 53.36% |
3 Year | 29.75% | 30.23% |
5 Year | 21.16% | 21.48% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
1 Year | 6.75% | 5.74% |
3 Year | 5.81% | 6.7% |
5 Year | 9.12% | 9.59% |
Risk Management
Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Standard Deviation | 10.94% | 11.158% |
Sharp | 0.62% | 0.931% |
Beta | 0.93% | - |
Alpha | -0.85% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Name | Abhishek Bisen | Pranav Gupta |
Total AUM | ₹0 Cr | ₹10003 Cr |
Funds Managed | 33 | 9 |
Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
Market Cap
Scheme Name |
Kotak Gold Fund Growth |
Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Gold Fund Growth |
Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns28.16%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns25.05%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns22.95%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns18.5%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.95%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.29%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.89%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.27%