Aditya Birla Sun Life Gold Fund vs SBI Gold Fund Regular Plan compare

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tortoise-icon SBI Gold Fund Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Gold Fund-Growth

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Chart Comparison

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

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 ₹440 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 5.72% 6.02%
6 Month 7.06% 7.7%
1 Year 26.43% 26.19%
3 Year 16.92% 16.67%
5 Year 13.47% 13.29%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
6 Month - -
1 Year 21.55% 20.96%
3 Year 18.71% 18.21%
5 Year 14.33% 14.04%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
1 Year 5.59% 5.03%
3 Year 4.9% 6.09%
5 Year 8.72% 9.01%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth Aditya Birla Sun Life Gold Fund-Growth
Standard Deviation 11.29% 10.92%
Sharp 0.65% 0.64%
Beta 0.97% 0.93%
Alpha -0.65% -0.71%

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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
Fund Manage 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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