SBI Gold Fund Regular Plan vs Aditya Birla Sun Life Gold Fund compare
SBI Gold Fund Regular Plan - Growth
Aditya Birla Sun Life Gold Fund-Growth
Chart Comparison
Overview
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Fund | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹7033 Cr | ₹909 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Sep 2011 | 20 Mar 2012 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold | Domestic Price of Gold |
| Turn Over | 11% | 34.8% |
| Expense Ratio | 0.42 | 0.52 |
| Manager | Pradeep Kesavan | Pranav Gupta |
| ISIN Code | INF200K01HA1 | INF209K01PF4 |
| 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 | 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 | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| 1 Month | 2.37% | 1.02% |
| 6 Month | 26.4% | 25.64% |
| 1 Year | 49.44% | 48.84% |
| 3 Year | 32.03% | 31.63% |
| 5 Year | 17.42% | 17.3% |
SIP Return Analysis
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| 6 Month | 14.75% | 15.55% |
| 1 Year | 60.61% | 62.77% |
| 3 Year | 36.45% | 36.91% |
| 5 Year | 26.75% | 26.88% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| 1 Year | 6.47% | 6.12% |
| 3 Year | 6.2% | 7.07% |
| 5 Year | 9.79% | 10% |
Risk Management
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Standard Deviation | 13.16% | 12.71% |
| Sharp | 1.60% | 1.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Pranav Gupta |
| Total AUM | ₹434274 Cr | ₹10003 Cr |
| Funds Managed | 43 | 9 |
| SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
Market Cap
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Aditya Birla Sun Life Gold Fund-Growth |
|---|---|---|
| Others | 100 | 100 |
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