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Kotak Gold Fund Growth

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SBI Gold Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Fund	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹3302 Cr	₹4740 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Mar 2011	12 Sep 2011
Category	Gold	Gold
Fund Type	Open Ended	Open Ended
Benchmark	Domestic Price of Gold	Domestic Price of Gold
Turn Over	4.88%	11%
Expense Ratio	0.5	0.42
Manager	Abhishek Bisen	Pradeep Kesavan
ISIN Code	INF174K01AT3	INF200K01HA1
Exits Load	Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365	SBI 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	SBI Gold Fund Regular Plan - Growth
1 Month	1.58%	1.4%
6 Month	14.6%	14.82%
1 Year	38.55%	39.02%
3 Year	22.19%	22.37%
5 Year	12.03%	12.26%

SIP Return Analysis

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
6 Month	5.47%	5.44%
1 Year	36.43%	36.66%
3 Year	27.22%	27.52%
5 Year	20.42%	20.76%

Rolling Lumpsum Returns

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
1 Year	6.93%	6.33%
3 Year	6.02%	5.88%
5 Year	9.47%	9.61%

Risk Management

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Standard Deviation	10.94%	11.83%
Sharp	0.62%	1.26%
Beta	0.93%	-
Alpha	-0.85%	-

Fund Managers

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Name	Abhishek Bisen	Pradeep Kesavan
Total AUM	₹0 Cr	₹434274 Cr
Funds Managed	33	43
	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth

Market Cap

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Others	100	100

Sector Allocation

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Others	100	100

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