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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) ₹2520 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 7.05% 6.84%
6 Month 28.43% 28.78%
1 Year 36.4% 36.93%
3 Year 23.27% 23.59%
5 Year 14.31% 14.54%

SIP Return Analysis

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
6 Month 13.35% 13.14%
1 Year 51.66% 51.76%
3 Year 29.75% 30.05%
5 Year 21.16% 21.48%

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 10.94% 11.602%
Sharp 0.62% 0.938%
Beta 0.93% -
Alpha -0.85% -

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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
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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