Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Gold Fund Regular Plan vs INVESCO INDIA GOLD ETF FUND OF FUND compare

Link copied to clipboard!

tortoise-icon SBI Gold Fund Regular Plan - Growth

Invest Now

tortoise-icon INVESCO INDIA GOLD ETF FUND OF FUND- Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Fund SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹7033 Cr ₹244 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Sep 2011 05 Dec 2011
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark Domestic Price of Gold Domestic Price of Gold
Turn Over 11% 0.0%
Expense Ratio 0.42 0.45
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01HA1 INF205K01FA4
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 INVESCO INDIA GOLD ETF FUND OF FUND- Growth
1 Month 2.37% 2.08%
6 Month 26.4% 25.74%
1 Year 49.44% 47.74%
3 Year 32.03% 31.39%
5 Year 17.42% 17.19%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
6 Month 13.37% 27.02%
1 Year 57.56% 97.91%
3 Year 35.55% 46%
5 Year 26.32% 31.83%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
1 Year 6.47% 6.55%
3 Year 6.2% 7.3%
5 Year 9.79% 9.85%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Standard Deviation 13.14% 12.88%
Sharp 1.70% 1.70%
Beta - -
Alpha - -

Fund Managers

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr
Funds Managed 43 19
SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

Market Cap

Scheme Name

SBI Gold Fund Regular Plan - Growth

INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Others 100 100

Sector Allocation

Scheme Name

SBI Gold Fund Regular Plan - Growth

INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Others 100 100

Top Comparisons

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns17.56%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns17.8%

Compare Now

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns17.82%

VS

LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Growth

3Y Returns12.32%

Compare Now

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns24.41%

Compare Now

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns25.98%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns25.61%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully