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SBI Gold Fund Regular Plan vs Kotak Gold Fund Growth compare

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tortoise-icon Kotak Gold Fund Growth

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tortoise-icon SBI Gold Fund Regular Plan - Growth

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Chart Comparison

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

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) ₹3506 Cr ₹5221 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 10.68% 10.93%
6 Month 26.2% 26.63%
1 Year 47.63% 48.24%
3 Year 28.89% 29.45%
5 Year 14.62% 15.08%

SIP Return Analysis

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
6 Month 12.51% 12.62%
1 Year 54.12% 54.87%
3 Year 32.91% 33.37%
5 Year 23.91% 24.35%

Rolling Lumpsum Returns

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
1 Year 6.93% 6.33%
3 Year 6.02% 5.88%
5 Year 9.47% 9.61%

Risk Management

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
Standard Deviation 10.94% 11.80%
Sharp 0.62% 1.39%
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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