SBI Gold Fund Regular Plan vs Axis Gold Fund compare
SBI Gold Fund Regular Plan - Growth
Axis Gold Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹2522 Cr | ₹699 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Sep 2011 | 20 Oct 2011 |
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 | 0.5 |
Manager | Pradeep Kesavan | Aditya Pagaria |
ISIN Code | INF200K01HA1 | INF846K01AL3 |
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 | Axis Gold Fund - 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 | Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.91% | 5.06% |
6 Month | 28.42% | 28.18% |
1 Year | 37.14% | 36.1% |
3 Year | 23.12% | 23.02% |
5 Year | 14.56% | 14.7% |
SIP Return Analysis
Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.14% | 13.09% |
1 Year | 51.76% | 51.33% |
3 Year | 30.05% | 29.83% |
5 Year | 21.48% | 21.43% |
Rolling Lumpsum Returns
Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.11% | 5.84% |
3 Year | 5.6% | 5.88% |
5 Year | 9.43% | 9.29% |
Risk Management
Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.602% | 11.278% |
Sharp | 0.938% | 0.941% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Aditya Pagaria |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 15 |
SBI Gold Fund Regular Plan - Growth | Axis Gold Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Axis Gold Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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