SBI Gold ETF
Direct · Growth ₹119.85
04 Nov 2026
NAV
10.9%
3Y CAGR
9.1%
5Y CAGR
8.9%
10Y CAGR
9.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.65
Sharpe
-29.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.70%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.60 L | 15.2% | -30.0% | 163.8% |
| 3 Years | ₹36.00 L | ₹40.91 L | 11.8% | -9.7% | 64.9% |
| 5 Years | ₹60.00 L | ₹77.10 L | 10.0% | -3.9% | 42.5% |
| 7 Years | ₹84.00 L | ₹1.20 Cr | 10.2% | -0.5% | 32.4% |
| 10 Years | ₹1.20 Cr | ₹1.95 Cr | 11.1% | 2.8% | 25.3% |
| 12 Years | ₹1.44 Cr | ₹2.48 Cr | 11.1% | 6.3% | 22.0% |
| 15 Years | ₹1.80 Cr | ₹4.73 Cr | 12.7% | 8.8% | 18.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.2% | 31.1% |
| 3 Years | 11.8% | 24.2% |
| 5 Years | 10.0% | 14.4% |
| 7 Years | 10.2% | 13.3% |
| 10 Years | 11.1% | 12.5% |
| 12 Years | 11.1% | 11.3% |
| 15 Years | 12.7% | 13.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.8% | 11.9% | -19.7% | 113.5% | 0.43 | 1.21 | 76% | — | — |
| 3 Years | 10.9% | 10.2% | -8.8% | 42.9% | 0.41 | 1.03 | 86% | — | — |
| 5 Years | 9.1% | 9.7% | -3.7% | 28.5% | 0.38 | 0.81 | 88% | — | — |
| 10 Years | 8.9% | 8.1% | 3.3% | 19.3% | 0.65 | 2.77 | 100% | — | — |
-29.5%
Max Drawdown
23 mo
Drawdown Duration
49 mo
Recovery Time
-9.9%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.37
3Y
0.31
5Y
0.31
7Y
0.30
10Y
0.30
12Y
0.38
15Y