SBI Gold Fund Regular Plan vs HDFC Gold Fund compare

Link copied to clipboard!

tortoise-icon HDFC Gold Fund - Growth Option

Invest Now

tortoise-icon SBI Gold Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
Fund HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹2068 Cr ₹1883 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹10 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Nov 2011 30 Sep 2011
Category Gold Funds Gold Funds
Fund Type Open Ended Open Ended
Benchmark Domestic Price of Gold Domestic Price of Gold
Turn Over 26.35% 11%
Expense Ratio 0.49 0.42
Manager Arun Agarwal Pradeep Kesavan
ISIN Code INF179K01LC5 INF200K01HA1
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 1% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
1 Month 1.59% 1.32%
6 Month 15.27% 15.37%
1 Year 20.87% 21.06%
3 Year 13.63% 13.76%
5 Year 11.79% 11.95%

SIP Return Analysis

Scheme Name HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
6 Month - -
1 Year 12.22% 12.07%
3 Year 27.29% 27.32%
5 Year 37.61% 37.58%

Rolling Lumpsum Returns

Scheme Name HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
1 Year 11.72% 11.61%
3 Year 28.54% 28.41%
5 Year 39.5% 39.16%

Risk Management

Scheme Name HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
Standard Deviation 11.25% 11.29%
Sharp 0.64% 0.65%
Beta 0.96% 0.97%
Alpha -0.76% -0.65%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth
Name Arun Agarwal Pradeep Kesavan
Total AUM ₹110478 Cr ₹434274 Cr
Fund Manage 14 43
HDFC Gold Fund - Growth Option SBI Gold Fund Regular Plan - Growth

Market Cap

Scheme Name

HDFC Gold Fund - Growth Option

SBI Gold Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Gold Fund - Growth Option

SBI Gold Fund Regular Plan - Growth

Others 100 100

Top Comparisons

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns26.96%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns26.35%

Compare Now

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

3Y Returns14.92%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns27.58%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns25.15%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns14.06%

Compare Now

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns18.15%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.37%

Compare Now
Request call back
Add to Cart Successfully