- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹2522 Cr | ₹699 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 | 6.32% | 6.41% |
| 6 Month | 18.06% | 17.64% |
| 1 Year | 29.44% | 28.9% |
| 3 Year | 20.63% | 20.37% |
| 5 Year | 13.25% | 12.94% |
SIP Return Analysis
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 18.02% | 17.76% |
| 1 Year | 51.98% | 50.82% |
| 3 Year | 29.42% | 29.09% |
| 5 Year | 20.74% | 20.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.84% | 5.57% |
| 3 Year | 5.22% | 5.48% |
| 5 Year | 9.14% | 8.77% |
Risk Management
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.602% | 11.278% |
| Sharp | 0.938% | 0.941% |
| 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 | 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
ICICI Prudential Quant Fund Growth
3Y Returns16.33%
Quant ESG Equity Fund Regular - Growth
3Y Returns14.78%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.51%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.99%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns11%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns8.34%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.4%
Kotak Equity Arbitrage Fund - Growth
3Y Returns6.95%
