- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3099 Cr | ₹4155 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 | -0.49% | -0.58% |
| 6 Month | 23.94% | 24.21% |
| 1 Year | 31.15% | 31.91% |
| 3 Year | 21.27% | 21.66% |
| 5 Year | 13.41% | 13.62% |
SIP Return Analysis
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7% | 6.88% |
| 1 Year | 39.36% | 39.66% |
| 3 Year | 26.78% | 27.12% |
| 5 Year | 19.72% | 20.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.75% | 6.11% |
| 3 Year | 5.81% | 5.6% |
| 5 Year | 9.12% | 9.43% |
Risk Management
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.71% | 11.84% |
| Sharp | 1.19% | 1.20% |
| Beta | 0.93% | - |
| Alpha | -0.85% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns19.24%
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns19.24%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns17.45%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns17.2%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns23.05%
Quant BFSI Fund Regular - Growth
3Y Returns0%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns19.73%
UTI - Master Share-Growth Option
3Y Returns16.63%
