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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) | ₹4153 Cr | ₹7033 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 | 5.93% | 5.97% |
| 6 Month | 24.27% | 24.55% |
| 1 Year | 51.63% | 52.27% |
| 3 Year | 32.03% | 32.39% |
| 5 Year | 17.11% | 17.38% |
SIP Return Analysis
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 19.43% | 19.67% |
| 1 Year | 70.85% | 71.78% |
| 3 Year | 38.62% | 38.95% |
| 5 Year | 27.55% | 27.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.12% | 6.47% |
| 3 Year | 6.12% | 6.2% |
| 5 Year | 9.62% | 9.79% |
Risk Management
| Scheme Name | Kotak Gold Fund Growth | SBI Gold Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.86% | 13.16% |
| Sharp | 1.58% | 1.60% |
| 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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