SBI Gold Fund Regular Plan vs Axis Gold Fund compare

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tortoise-icon SBI Gold Fund Regular Plan - Growth

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tortoise-icon Axis Gold Fund - Regular Plan - Growth Option

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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 Axis Gold Fund - Regular Plan - Growth Option
Fund SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹2522 Cr ₹699 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Sep 2011 20 Oct 2011
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 0.5
Manager Pradeep Kesavan Aditya Pagaria
ISIN Code INF200K01HA1 INF846K01AL3
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 Axis Gold Fund - 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 Axis Gold Fund - Regular Plan - Growth Option
1 Month -2.3% 2.6%
6 Month 2.69% 4.41%
1 Year 22.84% 19.8%
3 Year 14.12% 14.41%
5 Year 13.4% 13.59%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 18.97%
3 Year - 17.13%
5 Year - 13.49%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
1 Year 5.59% 5.24%
3 Year 4.9% 5.08%
5 Year 8.72% 8.2%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
Standard Deviation 11.29% 10.87%
Sharp 0.65% 0.68%
Beta 0.97% 0.92%
Alpha -0.65% -0.24%

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Fund Managers

Scheme Name SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Aditya Pagaria
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 15
SBI Gold Fund Regular Plan - Growth Axis Gold Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Gold Fund Regular Plan - Growth

Axis Gold Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Gold Fund Regular Plan - Growth

Axis Gold Fund - Regular Plan - Growth Option

Others 100 100

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