SBI Gold Fund Regular Plan vs Kotak Gold Fund Growth compare

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tortoise-icon Kotak Gold Fund Growth

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tortoise-icon SBI Gold Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
Fund Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹2305 Cr ₹2522 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Mar 2011 12 Sep 2011
Category Gold Gold
Fund Type Open Ended Open Ended
Benchmark Domestic Price of Gold Domestic Price of Gold
Turn Over 4.88% 11%
Expense Ratio 0.5 0.42
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01AT3 INF200K01HA1
Exits Load Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 SBI 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 Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
1 Month 2.33% -2.3%
6 Month 4.27% 2.69%
1 Year 19.62% 22.84%
3 Year 13.71% 14.12%
5 Year 13.14% 13.4%

SIP Return Analysis

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
6 Month - -
1 Year 12.26% -
3 Year 15.29% -
5 Year 12.27% -

Rolling Lumpsum Returns

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
1 Year 5.98% 5.59%
3 Year 5.22% 4.9%
5 Year 8.28% 8.72%

Risk Management

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
Standard Deviation 10.94% 11.29%
Sharp 0.62% 0.65%
Beta 0.93% 0.97%
Alpha -0.85% -0.65%

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Fund Managers

Scheme Name Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Fund Manage 33 43
Kotak Gold Fund Growth SBI Gold Fund Regular Plan - Growth

Market Cap

Scheme Name

Kotak Gold Fund Growth

SBI Gold Fund Regular Plan - Growth

Others 100.29 100

Sector Allocation

Scheme Name

Kotak Gold Fund Growth

SBI Gold Fund Regular Plan - Growth

Others 100.29 100

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