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SBI Gold Fund Regular Plan vs INVESCO INDIA GOLD ETF FUND OF FUND compare
SBI Gold Fund Regular Plan - Growth
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Chart Comparison
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) | ₹5221 Cr | ₹193 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Sep 2011 | 05 Dec 2011 |
| Category | Gold | Gold |
| 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 | 9.94% | 9.6% |
| 6 Month | 26.32% | 25.03% |
| 1 Year | 50.12% | 48.57% |
| 3 Year | 27.79% | 27.2% |
| 5 Year | 14.9% | 14.66% |
SIP Return Analysis
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| 6 Month | 12.62% | 12.09% |
| 1 Year | 54.87% | 52.65% |
| 3 Year | 33.37% | 32.57% |
| 5 Year | 24.35% | 23.86% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| 1 Year | 6.33% | 6.38% |
| 3 Year | 5.88% | 7.19% |
| 5 Year | 9.61% | 9.7% |
Risk Management
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| Standard Deviation | 11.80% | 11.57% |
| Sharp | 1.39% | 1.36% |
| 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 |
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