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SBI Gold Fund Regular Plan vs Kotak Gold Fund Growth compare
Kotak Gold Fund Growth
SBI Gold Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹2305 Cr | ₹2522 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Mar 2011 | 12 Sep 2011 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold | Domestic Price of Gold |
| Turn Over | 4.88% | 11% |
| Expense Ratio | 0.5 | 0.42 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01AT3 | INF200K01HA1 |
| Exits Load | Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | SBI 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 | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 9.24% | 9.65% |
| 6 Month | 22.32% | 22.63% |
| 1 Year | 35.28% | 35.56% |
| 3 Year | 18.68% | 19.38% |
| 5 Year | 14.59% | 14.8% |
SIP Return Analysis
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 34.32% | 34.69% |
| 3 Year | 22.47% | 22.84% |
| 5 Year | 16.4% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.34% | 5.84% |
| 3 Year | 5.48% | 5.22% |
| 5 Year | 8.63% | 9.14% |
Risk Management
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.94% | 11.29% |
| Sharp | 0.62% | 0.65% |
| Beta | 0.93% | 0.97% |
| Alpha | -0.85% | -0.65% |
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Fund Managers
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Fund Manage | 33 | 43 |
| Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Gold Fund Growth |
SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Others | 100.29 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gold Fund Growth |
SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Others | 100.29 | 100 |
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