Axis 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 Axis Gold Fund - Regular Plan - Growth Option

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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 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) ₹1883 Cr ₹501 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Sep 2011 14 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 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 Axis Gold Fund - Regular Plan - Growth Option
1 Month 1.32% 0.21%
6 Month 15.37% 14.56%
1 Year 21.06% 20.84%
3 Year 13.76% 13.8%
5 Year 11.95% 12.09%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.07% 12.28%
3 Year 27.32% 27.79%
5 Year 37.58% 38.66%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
1 Year 11.61% 11.88%
3 Year 28.41% 28.99%
5 Year 39.16% 39.95%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
Standard Deviation 11.29% 10.87%
Sharp 0.65% 0.68%
Beta 0.97% 0.92%
Alpha -0.65% -0.24%

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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
Fund Manage 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 1.65
Unclassified - 98.35

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