Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) vs SBI Gold Fund Regular Plan compare
SBI Gold Fund Regular Plan - Growth
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
Chart Comparison
Overview
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| Fund | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹9324 Cr | ₹1271 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Sep 2011 | 13 Oct 2022 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold | Domestic Price of Gold |
| Turn Over | 11% | 25% |
| Expense Ratio | 0.42 | 0.51 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01HA1 | INF247L01BN6 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| 1 Month | 9.01% | 15.89% |
| 6 Month | 32.65% | 45.41% |
| 1 Year | 70.36% | 83.89% |
| 3 Year | 33.11% | 35.7% |
| 5 Year | 20.02% | - |
SIP Return Analysis
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| 6 Month | 19.18% | 24.96% |
| 1 Year | 75.26% | 98.07% |
| 3 Year | 43.08% | 47.54% |
| 5 Year | 30.77% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| 1 Year | 6.73% | 21.24% |
| 3 Year | 6.6% | - |
| 5 Year | 9.9% | - |
Risk Management
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| Standard Deviation | 13.14% | 15.59% |
| Sharp | 1.70% | 1.48% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Funds Managed | 43 | 19 |
| SBI Gold Fund Regular Plan - Growth | Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
Market Cap
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.81%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns22.45%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.31%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.42%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.49%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.14%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.76%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.13%