Aditya Birla Sun Life Gold Fund vs SBI Gold Fund Regular Plan compare
SBI Gold Fund Regular Plan - Growth
Aditya Birla Sun Life Gold Fund-Growth
Chart Comparison
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) | ₹2522 Cr | ₹472 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 | 5.17% | 5.25% |
6 Month | 29.62% | 29.65% |
1 Year | 34.46% | 33.99% |
3 Year | 23.11% | 22.65% |
5 Year | 14.34% | 14.19% |
SIP Return Analysis
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
6 Month | 13.14% | 13.93% |
1 Year | 51.76% | 53.36% |
3 Year | 30.05% | 30.23% |
5 Year | 21.48% | 21.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
1 Year | 6.11% | 5.74% |
3 Year | 5.6% | 6.7% |
5 Year | 9.43% | 9.59% |
Risk Management
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Standard Deviation | 11.602% | 11.158% |
Sharp | 0.938% | 0.931% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.67%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.33%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns24.17%
Quant Value Fund Regular - Growth
3Y Returns30.2%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.73%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns6.12%