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) | ₹607 Cr | ₹35 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 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 | 6.89% | 1.48% |
| 6 Month | 29.3% | 6.05% |
| 1 Year | 63.72% | 0.52% |
| 3 Year | - | 12.35% |
| 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 | 17.89% | 4.21% |
| 1 Year | 69.65% | 15.48% |
| 3 Year | - | 11.17% |
| 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 | 32.54% | 14.35% |
| 3 Year | - | 12.67% |
| 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 | - | 13.06% |
| Sharp | - | 0.48% |
| Beta | - | 0.98% |
| Alpha | - | -2.48% |
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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