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Aditya Birla Sun Life Gold Fund vs SBI Gold Fund Regular Plan compare

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tortoise-icon SBI Gold Fund Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Gold Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
Fund SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹5221 Cr ₹725 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Sep 2011 20 Mar 2012
Category Gold Gold
Fund Type Open Ended Open Ended
Benchmark Domestic Price of Gold Domestic Price of Gold
Turn Over 11% 34.8%
Expense Ratio 0.42 0.52
Manager Pradeep Kesavan Pranav Gupta
ISIN Code INF200K01HA1 INF209K01PF4
Exits Load SBI Gold Fund - Regular Plan - 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 SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
1 Month 9.7% 9.64%
6 Month 23.9% 23.46%
1 Year 47.22% 47.01%
3 Year 28.94% 28.61%
5 Year 15.01% 14.85%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
6 Month 12.62% 12.59%
1 Year 54.87% 54.78%
3 Year 33.37% 33.25%
5 Year 24.35% 24.17%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
1 Year 6.33% 5.97%
3 Year 5.88% 6.89%
5 Year 9.61% 9.87%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
Standard Deviation 11.80% 11.33%
Sharp 1.39% 1.44%
Beta - -
Alpha - -

Fund Managers

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
Name Pradeep Kesavan Pranav Gupta
Total AUM ₹434274 Cr ₹10003 Cr
Funds Managed 43 9
SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth

Market Cap

Scheme Name

SBI Gold Fund Regular Plan - Growth

Aditya Birla Sun Life Gold Fund-Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Gold Fund Regular Plan - Growth

Aditya Birla Sun Life Gold Fund-Growth

Others 100 100

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