SBI Gold Fund Regular Plan vs INVESCO INDIA GOLD ETF FUND OF FUND compare

Link copied to clipboard!

tortoise-icon SBI Gold Fund Regular Plan - Growth

Invest Now

tortoise-icon INVESCO INDIA GOLD ETF FUND OF FUND- Growth

Invest Now

Chart Comparison

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

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) ₹1883 Cr ₹75 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Sep 2011 29 Nov 2011
Category Gold Funds Gold Funds
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 Exit load of 1% if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
1 Month 1.32% 2.92%
6 Month 15.37% 15.36%
1 Year 21.06% 21.08%
3 Year 13.76% 13.91%
5 Year 11.95% 11.67%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
6 Month - -
1 Year 12.07% 11.87%
3 Year 27.32% 26.94%
5 Year 37.58% 37.33%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
1 Year 11.61% 11.67%
3 Year 28.41% 28.5%
5 Year 39.16% 39.37%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth
Standard Deviation 11.29% 11.56%
Sharp 0.65% 0.62%
Beta 0.97% 0.97%
Alpha -0.65% -0.87%

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 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
Fund Manage 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 0.57
Unclassified - 99.43

Top Comparisons

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%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns20.6%

Compare Now

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.2%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns5.83%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns19.78%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns18.93%

Compare Now
Request call back
Add to Cart Successfully