SBI Gold Fund Regular Plan vs LIC MF Gold ETF Fund of Fund compare

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tortoise-icon SBI Gold Fund Regular Plan - Growth

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tortoise-icon LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

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tortoise-icon LIC MF Gold ETF Fund of 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 SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Fund SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk High High High
Asset Size (Cr) ₹1883 Cr ₹54 Cr ₹54 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 30 Sep 2011 14 Aug 2012 14 Aug 2012
Category Gold Gold Gold
Fund Type Open Ended Open Ended Open-ended
Benchmark Domestic Price of Gold Domestic Price of Gold Domestic Price of Gold
Turn Over 11% 25.6% %
Expense Ratio 0.42 0.67 0.67
Manager Pradeep Kesavan Yash Dhoot Yash Dhoot
ISIN Code INF200K01HA1 INF397L01992 INF397L01992
Exits Load Exit load of 1% if redeemed within 15 days./365 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 SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
1 Month -2.3% -0.89% -0.89%
6 Month 2.69% 4.03% 4.03%
1 Year 22.84% 24.55% 24.55%
3 Year 14.12% 14.86% 14.86%
5 Year 13.4% 13.54% 13.54%

SIP Return Analysis

Scheme Name SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
6 Month - - -
1 Year 22.79% 22.5% 22.5%
3 Year 17.88% 17.83% 17.83%
5 Year 13.76% 13.88% 13.88%

Rolling Lumpsum Returns

Scheme Name SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
1 Year 5.59% 5.26% 5.26%
3 Year 4.9% 5.69% 5.69%
5 Year 8.72% 8.79% 8.79%

Risk Management

Scheme Name SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Standard Deviation 11.29% 10.92% 10.92%
Sharp 0.65% 0.71% 0.71%
Beta 0.97% 0.92% 0.92%
Alpha -0.65% 0.16% 0.16%

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Fund Managers

Scheme Name SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Name Pradeep Kesavan Yash Dhoot Yash Dhoot
Total AUM ₹434274 Cr ₹92 Cr ₹92 Cr
Fund Manage 43 2 2
SBI Gold Fund Regular Plan - Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

Market Cap

Scheme Name

SBI Gold Fund Regular Plan - Growth

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

Others 100 100 100

Sector Allocation

Scheme Name

SBI Gold Fund Regular Plan - Growth

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

Others 100 0.4 0.41
Unclassified - 99.6 99.59

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