Sbi Gold Etf Fund Details and Investment Analysis

The SBI Gold ETF is an exchange-traded fund that allows you to invest in gold without physically holding it.

It's a convenient and cost-effective way to own gold, with a low expense ratio of 0.5%.

The fund is managed by SBI Capital Markets, a well-established player in the Indian financial services industry.

SBI Gold ETF has a total asset size of over ₹3,000 crores, indicating its popularity among investors.

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The performance metrics of SBI Gold ETF are a key area of consideration for investors. The fund has delivered annualized returns of 1.17% over the past month, which is lower than the category average of 1.54%.

To give you a better idea of how SBI Gold ETF performs over different time periods, here are its annualized returns:

SBI Gold ETF ranks 28th within its category over the past month, which is a relatively low ranking. However, its ranking improves to 9th over the past 5 years, indicating a stronger performance over longer time periods.

Portfolio management is crucial for investors who want to grow their wealth over time. It involves making informed decisions about asset allocation, risk management, and diversification.

A key concept in portfolio management is asset allocation, which is the process of dividing your investments among different asset classes such as stocks, bonds, and commodities. In the case of SBI Gold ETF, the asset allocation is focused on gold, which can provide a hedge against inflation and market volatility.

To manage risk, investors can use a strategy called diversification, which involves spreading investments across different asset classes to minimize exposure to any one particular asset. This can help reduce the impact of market fluctuations on your portfolio.

By managing your portfolio effectively, you can achieve your long-term financial goals and create a stable financial future.

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SBI Gold ETF was launched on 30 March 2009.

The fund is managed by Vandna Soni, who has overseen its growth.

The current AUM of SBI Gold ETF is ₹5,969.67 crore, as of 15 January 2025.

You can invest in SBI Gold ETF via both lumpsum and SIP modes, with a minimum SIP amount of ₹1,000 and a minimum lumpsum investment of ₹5,000.

SBI Gold Fund is an open-ended fund that allows you to invest in gold through a systematic investment plan (SIP) or a lumpsum investment.

The fund has a total assets under management (AUM) of ₹5,969.67 crore as of 15 January 2025, making it a substantial investment option.

You can invest in SBI Gold Fund through both SIP and lumpsum modes, with a minimum SIP amount of ₹1,000 and a minimum lumpsum investment of ₹5,000.

The fund's benchmark index is the Domestic Price of Gold, and it has generated a return of 10.13% since its launch on 30 March 2009.

The current net asset value (NAV) of SBI Gold Fund is ₹67.66 as of 15 January 2025, which indicates a steady growth in the fund's value.

Here's a summary of the fund's performance over the last 5 years:

This table shows that SBI Gold Fund has consistently outperformed its category average over the last 5 years, making it a reliable investment option for those looking to invest in gold.

When managing your portfolio, it's essential to allocate your investments wisely. A well-diversified portfolio can help you achieve your financial goals.

A good starting point is to consider the type of instruments you want to include in your portfolio. For example, you might consider a repo, which is a short-term investment that can provide liquidity.

Here are some examples of instruments you might include in your portfolio, along with their respective weights:

You might also consider investing in mutual funds, which can provide a diversified portfolio with a single investment.

Some popular types of mutual funds include tax-saving funds, hybrid funds, and large-cap funds. For example, you might consider the "Top Tax Saving Mutual Funds" or the "Best Hybrid Funds".

Ultimately, the key to successful portfolio allocation is to find a balance that works for you and your financial goals.

In portfolio management, comparing different investment schemes is crucial to making informed decisions. SBI Gold ETF has an AUM of Rs. 5,969.67 Cr.

To make a fair comparison, let's look at the 1-year returns of these schemes. SBI Gold ETF has a 1-year return of 23.76%, while Axis Gold Fund Regular-Growth has a 1-year return of 23.85%.

Here's a table summarizing the 1-year returns of these schemes:

UTI Gold ETF FoF Regular - Growth has a 1-year return of 24.45%, which is slightly higher than the other two schemes. ICICI Prudential Regular Gold Savings Fund (FOF)-Growth has a 1-year return of 23.95%.