Aditya Birla Sun Life Gold Fund vs SBI Gold Fund Regular Plan compare
SBI Gold Fund Regular Plan - Growth
Aditya Birla Sun Life Gold Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Fund | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹2522 Cr | ₹472 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Sep 2011 | 20 Mar 2012 |
Category | Gold | Gold |
Fund Type | Open Ended | Open Ended |
Benchmark | Domestic Price of Gold | Domestic Price of Gold |
Turn Over | 11% | 34.8% |
Expense Ratio | 0.42 | 0.52 |
Manager | Pradeep Kesavan | Pranav Gupta |
ISIN Code | INF200K01HA1 | INF209K01PF4 |
Exits Load | SBI Gold Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life 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 | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
1 Month | 4.32% | 4.69% |
6 Month | 16.86% | 16.98% |
1 Year | 30.95% | 31.69% |
3 Year | 18.72% | 18.42% |
5 Year | 13.55% | 13.93% |
SIP Return Analysis
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
6 Month | 13.35% | 13.47% |
1 Year | 35.69% | 35.7% |
3 Year | 24.8% | 24.66% |
5 Year | 18% | 17.87% |
Rolling Lumpsum Returns
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
1 Year | 5.84% | 5.26% |
3 Year | 5.22% | 6.39% |
5 Year | 9.14% | 9.3% |
Risk Management
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Standard Deviation | 11.602% | 11.158% |
Sharp | 0.938% | 0.931% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Name | Pradeep Kesavan | Pranav Gupta |
Total AUM | ₹434274 Cr | ₹10003 Cr |
Funds Managed | 43 | 9 |
SBI Gold Fund Regular Plan - Growth | Aditya Birla Sun Life Gold Fund-Growth |
Market Cap
Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Gold Fund Regular Plan - Growth |
Aditya Birla Sun Life Gold Fund-Growth |
---|---|---|
Others | 100 | 100 |
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