SBI Gold Fund Regular Plan - Growth

Gold Funds NAV 17.4211 0 29 September, 2023

Fund Details

Category Fund of Funds-Domestic-Gold
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 September, 2011
Benchmark Price of Physical Gold
Asset Size(Cr) 1365.724
Turn over 11%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 15 days
Expense Ratio 0.42
Fund Manager Raviprakash Sharma, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.95% 0.33% 0.89%
1 M 2.41% 1.68% 2.32%
3 M 5.11% 2.58% 4.99%
6 M 20.59% 5.48% 20.5%
1 Y 17.63% 7.16% 17.38%
2 Y 12.76% 5.04% 12.6%
3 Y 7.1% 5.69% 7.07%
5 Y 13.27% 8.07% 13.14%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.17 0.25 -1.87 0.96
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 0.31%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Gold Fund Regular Plan - Growth 17.63% 7.1% 13.27%
Nippon India Gold Savings Fund-Growth plan- Growth Option 17.47% 6.54% 13.02%

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SBI Gold Fund: Offering Higher Returns for Financial Growth

Gold investments are considered to be the most efficient sources to create wealth and confirm financial security. The SBI Gold Fund growth is one of the best-performing mutual fund programme that provides returns on the basis of the performance of gold in the market. The value of the investment is derived from the underlying asset which is gold. Being a product from SBI Mutual Fund, it is considered to be one of the most preferred and trusted schemes to invest the hard-earned money in order to gain substantial income over a period of time. For those investors who seek to play safe by making gold investments, SBI Gold Mutual Fund is the best alternative for them.

SBI Gold Fund G is a ‘Fund of Funds- Commodity-Oriented Scheme’ which aims to yield considerable income in correspondence with the returns generated by SBI Gold Exchange Traded Fund. It is a growth-oriented investment plan which offers accumulation of wealth to enhance the financial stability of the investors. The scheme was launched in 2011 and holds an asset size of Rs.475 crore as of November 30, 2016. This shows that in a few years sbi gold mutual fund scheme has gained preference in the industry and people have invested their capital in the same to gain income. If you too desire to make an investment in this plan and need to know more about it, then here, we have provided a synopsis of sbi gold fund scheme to help you gain the same.

SBI Gold Fund Growth: Investment Details

Being categorised under the FOF(Fund of Funds) class, the scheme has a highly-diversified investment portfolio which has made investments in some other mutual fund programmes. The benchmark against which its performance is measured is ‘Price of Gold’, i.e., as per the gold rates prevailing in the market this fund’s value is determined and evaluated. One has the option to invest in this scheme either by making a lump sum payment of minimum Rs.5000 or initiate an SIP(Systematic Investment Plan). The risk associated with this product is moderately higher and is recommended to those investors only who can bear the same.

SBI Gold Mutual Fund NAV amounted to Rs.9.1523 as on December 09, 2016, which indicates its per-unit market price. You can plan to invest in this programme by taking help from SIP Planner that would assist you in computing the future value of your investment.

SBI Gold Mutual Fund: Performance Review

The scheme’s performance helps in gaining substantial understanding about the fact that whether or not we would be able to generate the expected returns. This mutual fund investment plan has been offering tremendous growth opportunity to the investors since its inception by yielding substantial returns. As per the prevailing rates of gold in the market, this strategy generates returns and thus helps investors in attaining their financial goals.

SBI Gold Fund G: Portfolio Analysis

Being a Fund of Funds, 99.93% of the investment by sbi gold fund growth scheme is made in other mutual fund programmes and the remaining has been put in the money market and other instruments. The entire holdings of this plan are in the SBI Exchange Traded Fund Gold, and the instrument is named as Gold ETF. The portfolio is well designed and focussed on generating remarkable profits for the investors.

Accordingly, the investors can invest their money in SBI Gold Fund G in order to attain the benefits of gold investments. Instead of putting the funds in the gold jewellery, it would be better to yield profits from the Gold ETFs. We recommend sbi gold fund scheme to everyone due to its performance and effective management that assure promising results. If you need assistance for investing in sbi gold fund plan, you can avail the services of our fund analysts anytime.

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