Kotak Gold Fund Growth vs SBI Gold Fund Regular Plan compare

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tortoise-icon Kotak Gold Fund Growth

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tortoise-icon 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) ₹1880 Cr ₹1883 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Mar 2011 30 Sep 2011
Category Gold Funds Gold Funds
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 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 Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
1 Month 3.55% 1.32%
6 Month 10.8% 15.37%
1 Year 19.88% 21.06%
3 Year 13.03% 13.76%
5 Year 11.8% 11.95%

SIP Return Analysis

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
6 Month - -
1 Year 12.23% 12.07%
3 Year 26.74% 27.32%
5 Year 36.87% 37.58%

Rolling Lumpsum Returns

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
1 Year 11.47% 11.61%
3 Year 27.69% 28.41%
5 Year 38.26% 39.16%

Risk Management

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
Standard Deviation 10.94% 11.29%
Sharp 0.62% 0.65%
Beta 0.93% 0.97%
Alpha -0.85% -0.65%

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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
Fund Manage 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

Unclassified 99.55 -
Others 0.45 100

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