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) ₹1883 Cr ₹349 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 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 0.51
Manager Pradeep Kesavan Pranav Gupta
ISIN Code INF200K01HA1 INF209K01PF4
Exits Load Exit load of 1% if redeemed within 15 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
1 Month -2.3% -1.51%
6 Month 2.69% 5.5%
1 Year 22.84% 23.08%
3 Year 14.12% 14.96%
5 Year 13.4% 13.63%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
6 Month - -
1 Year - 23.93%
3 Year - 18.67%
5 Year - 14.15%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
1 Year 5.59% 5.03%
3 Year 4.9% 6.09%
5 Year 8.72% 9.01%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
Standard Deviation 11.29% 10.92%
Sharp 0.65% 0.64%
Beta 0.97% 0.93%
Alpha -0.65% -0.71%

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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
Fund Manage 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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