SBI Gold Direct Plan Growth-0.11%

3Groww
19.25%
1 Year Return
Others
FoF Domestic
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Gold Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.12%
NAV12.16 (13 Dec 2019)
Fund Started01 Jan 2013
Fund Size384 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Gold Direct Plan Growth
19.3%
9.7%
6.0%
1.8%
Category Average
21.9%
5.4%
5.9%
-
Rank within category
4
3
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 19.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    SBI Exchange Traded Fund GoldFinancialMutual Fund99.7%
    See All

    Other Details

    SBI Gold Direct Plan Growth is a Others Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Raviprakash Sharma is the Current Fund Manager of SBI Gold Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹384 Cr and the Latest NAV as of 13 Dec 2019 is ₹12.16.

    The SBI Gold Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by SBI Gold Exchange Traded Scheme (SBI GETS).

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    28 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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