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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) | ₹4540 Cr | ₹8457 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 | 6.5% | 6.62% |
| 6 Month | 34.32% | 34.46% |
| 1 Year | 66% | 66.95% |
| 3 Year | 32.78% | 33.13% |
| 5 Year | 20.11% | 20.44% |
SIP Return Analysis
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 18.51% | 18.42% |
| 1 Year | 72.09% | 72.5% |
| 3 Year | 41.12% | 41.55% |
| 5 Year | 29.44% | 29.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.31% | 6.73% |
| 3 Year | 6.32% | 6.6% |
| 5 Year | 9.75% | 9.9% |
Risk Management
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.94% | 13.14% |
| Sharp | 0.62% | 1.70% |
| Beta | 0.93% | - |
| Alpha | -0.85% | - |
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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gold Fund Growth |
SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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