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SBI GOLD FUND REGULAR PLAN - GROWTH

SBI · Commodity
High
₹40.97
Current NAV
04 Nov 2026
16.6%
1Y Return
30.8%
3Y CAGR
23.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Very large asset base (AUM: ₹23,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.77
Sharpe Ratio
0.77
Beta
-0.23
Alpha
2.07
Sortino
Fund Details
Fund House SBI
Category Commodity
AUM ₹23820 Cr
Expense Ratio 1.17%
Min SIP ₹500
Min Lumpsum ₹1000
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