Kotak Gold Fund Growth vs Aditya Birla Sun Life Gold Fund compare
Kotak Gold Fund Growth
Aditya Birla Sun Life Gold Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Fund | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹4811 Cr | ₹1136 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Mar 2011 | 20 Mar 2012 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold | Domestic Price of Gold |
| Turn Over | 4.88% | 34.8% |
| Expense Ratio | 0.5 | 0.52 |
| Manager | Abhishek Bisen | Pranav Gupta |
| ISIN Code | INF174K01AT3 | INF209K01PF4 |
| Exits Load | Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life Gold Fund - 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 | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| 1 Month | 9.44% | 9.2% |
| 6 Month | 32.81% | 32.86% |
| 1 Year | 70.4% | 70.95% |
| 3 Year | 33% | 32.9% |
| 5 Year | 19.91% | 20.04% |
SIP Return Analysis
| Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| 6 Month | 19.17% | 18.86% |
| 1 Year | 75.04% | 74.28% |
| 3 Year | 42.68% | 42.72% |
| 5 Year | 30.37% | 30.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| 1 Year | 7.37% | 6.59% |
| 3 Year | 6.38% | 7.4% |
| 5 Year | 9.77% | 10.22% |
Risk Management
| Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Standard Deviation | 10.94% | 12.70% |
| Sharp | 0.62% | 1.74% |
| Beta | 0.93% | - |
| Alpha | -0.85% | - |
Fund Managers
| Scheme Name | Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Name | Abhishek Bisen | Pranav Gupta |
| Total AUM | ₹0 Cr | ₹10003 Cr |
| Funds Managed | 33 | 9 |
| Kotak Gold Fund Growth | Aditya Birla Sun Life Gold Fund-Growth |
Market Cap
| Scheme Name |
Kotak Gold Fund Growth |
Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gold Fund Growth |
Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Others | 100 | 100 |
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