SBI Gold Fund - Direct Plan

AMC: SBI Moderate Risk

📊 Quick Summary Of This Page

SBI Gold Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.20%
Expense Ratio
Mr. Viral Chhadva
Fund Manager
IDCW Payout
Plan Type
01 Jan 2013
Launch Date
1%
For exit on or before 15 days from the date of allotment - 1%. For exit after 15 days from the date of allotment - Nil.
Exit Load
NAV Momentum
Fund Analysis

SBI Gold Fund - Direct Plan does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 70.73% 2.52%
2 Year Return 149.16% 14.81%
3 Year Return 182.61% 41.29%
4 Year Return 178.59% 54.54%
5 Year Return 350.66% 61.66%
6 Year Return 365.39% 80.31%
7 Year Return 374.58% 90.53%
Expense Ratio 0.20% -
NAV History
Fund Information

AMC: SBI

Category:

Launch Date: 01 Jan 2013

Fund Manager: Mr. Viral Chhadva

Minimum Purchase: ₹5,000

Exit Load: For exit on or before 15 days from the date of allotment - 1%. For exit after 15 days from the date of allotment - Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

SBI Gold Fund - Direct Plan is managed by SBI .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

SBI Gold Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of SBI Gold Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

SBI Gold Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in SBI Gold Fund - Direct Plan, based on the latest portfolio data.

SBI Gold Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of SBI Gold Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

SBI Gold Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

SBI Gold Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

SBI Gold Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, SBI Gold Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

SBI Gold Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing SBI Gold Fund - Direct Plan and making investment decisions.

Yes, SBI Gold Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

SBI Gold Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of SBI Gold Fund - Direct Plan to estimate returns and wealth creation over different time periods.