InvestVerdict
SBI GOLD FUND
Regular Plan · IDCW · Mutual fund · Scheme code 115677
Fund houseSBI Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW
History14.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 11.99 | 1.65 | -0.74 | 54.92 | 37.64 | 25.98 | 20.96 | 16.28 | 10.76 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 14.9% | 2.09 | 3.05 | — | — | -27.6% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 675 | -18.5% | 7.4% | 91.2% | 29% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.