Axis Equity ETFs FOF vs Tata Gold ETF Fund of Fund compare
Tata Gold ETF Fund of Fund - Regular (G)
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Average |
Asset Size (Cr) | ₹328 Cr | ₹33 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Jan 2024 | 24 Feb 2022 |
Category | Gold | Domestic Equity FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | Domestic Price of Gold | NIFTY 500 TRI |
Turn Over | % | 2.14% |
Expense Ratio | 0.7 | 0.7 |
Manager | Tapan Patel | Shreyash Devalkar |
ISIN Code | INF277KA1901 | INF846K014G3 |
Exits Load | Tata Gold ETF Fund of Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Axis Equity ETFs FOF - 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 | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.52% | -2.23% |
6 Month | 14.76% | 6.77% |
1 Year | 38.58% | -7.23% |
3 Year | - | 11.85% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.23% | 2.13% |
1 Year | 35.98% | -1.69% |
3 Year | - | 9.22% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
1 Year | 30.72% | 16.07% |
3 Year | - | 14.52% |
5 Year | - | - |
Risk Management
Scheme Name | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 13.28% |
Sharp | - | 0.51% |
Beta | - | 0.97% |
Alpha | - | -3.29% |
Fund Managers
Scheme Name | Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
Name | Tapan Patel | Shreyash Devalkar |
Total AUM | ₹0 Cr | ₹166770 Cr |
Funds Managed | 5 | 14 |
Tata Gold ETF Fund of Fund - Regular (G) | Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Gold ETF Fund of Fund - Regular (G) |
Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Gold ETF Fund of Fund - Regular (G) |
Axis Multi Factor FoF Passive - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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