- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Gold Fund vs SBI Gold Fund Regular Plan compare
SBI Gold Fund Regular Plan - Growth
Axis Gold Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹9324 Cr | ₹1954 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Sep 2011 | 20 Oct 2011 |
| 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 | 0.5 |
| Manager | Pradeep Kesavan | Aditya Pagaria |
| ISIN Code | INF200K01HA1 | INF846K01AL3 |
| 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 | Axis Gold Fund - 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 | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 9.01% | 9.59% |
| 6 Month | 32.65% | 32.55% |
| 1 Year | 70.36% | 69.74% |
| 3 Year | 33.11% | 33.09% |
| 5 Year | 20.02% | 20.05% |
SIP Return Analysis
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 19.18% | 19.38% |
| 1 Year | 75.26% | 75.13% |
| 3 Year | 43.08% | 42.78% |
| 5 Year | 30.77% | 30.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.76% | 6.6% |
| 3 Year | 6.61% | 6.79% |
| 5 Year | 9.94% | 9.88% |
Risk Management
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.14% | 12.84% |
| Sharp | 1.70% | 1.73% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Aditya Pagaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.62%
HSBC Focused Fund - Regular Growth
3Y Returns16.3%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.84%
Invesco India Midcap Fund - Growth Option
3Y Returns26.14%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.45%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.14%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.28%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.32%
