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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)	₹5213 Cr	₹10775 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	20.49%	22.54%
6 Month	60.77%	63.36%
1 Year	96.43%	100.02%
3 Year	38.83%	39.88%
5 Year	24.48%	25.24%

SIP Return Analysis

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
6 Month	20.2%	20.59%
1 Year	82.08%	83.37%
3 Year	46.54%	47.16%
5 Year	32.79%	33.32%

Rolling Lumpsum Returns

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
1 Year	7.46%	6.85%
3 Year	6.42%	6.75%
5 Year	9.87%	10%

Risk Management

Scheme Name	Kotak Gold Fund Growth	SBI Gold Fund Regular Plan - Growth
Standard Deviation	10.94%	11.29%
Sharp	-	-
Beta	-	-
Alpha	-	-

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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