- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Gold Fund Regular Plan vs INVESCO INDIA GOLD ETF FUND OF FUND compare
SBI Gold Fund Regular Plan - Growth
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Chart Comparison
Overview
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| Fund | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹2522 Cr | ₹114 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Sep 2011 | 05 Dec 2011 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold | Domestic Price of Gold |
| Turn Over | 11% | 0.0% |
| Expense Ratio | 0.42 | 0.45 |
| Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| ISIN Code | INF200K01HA1 | INF205K01FA4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| 1 Month | 4.12% | 3.96% |
| 6 Month | 16.88% | 16.75% |
| 1 Year | 30.95% | 30.62% |
| 3 Year | 18.72% | 19.02% |
| 5 Year | 13.3% | 14.28% |
SIP Return Analysis
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| 6 Month | 13.35% | 13.37% |
| 1 Year | 35.69% | 35.36% |
| 3 Year | 24.8% | 24.52% |
| 5 Year | 18% | 17.81% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| 1 Year | 5.84% | 5.86% |
| 3 Year | 5.22% | 6.57% |
| 5 Year | 9.14% | 9.2% |
Risk Management
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| Standard Deviation | 11.602% | 11.545% |
| Sharp | 0.938% | 0.908% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| Total AUM | ₹434274 Cr | ₹24743 Cr |
| Funds Managed | 43 | 19 |
| SBI Gold Fund Regular Plan - Growth | INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
Market Cap
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Gold Fund Regular Plan - Growth |
INVESCO INDIA GOLD ETF FUND OF FUND- Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.43%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.75%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.6%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.01%
Kotak Gold Fund Growth
3Y Returns18.15%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns18.73%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns14.58%
DSP Focus Fund - Regular Plan - Growth
3Y Returns16.2%
