SBI Gold ETF
Direct · Growth ₹123.19
06 Jul 2026
NAV
-8.1%
3Y CAGR
-17.2%
5Y CAGR
-16.9%
10Y CAGR
-17.3%
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.
-1.25
Sharpe
-99.2%
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.
NA
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 | ₹12.57 L | 11.3% | -99.9% | 163.8% |
| 3 Years | ₹36.00 L | ₹38.01 L | 2.0% | -98.5% | 64.9% |
| 5 Years | ₹60.00 L | ₹62.86 L | -5.0% | -97.4% | 30.6% |
| 7 Years | ₹84.00 L | ₹88.39 L | -9.0% | -98.7% | 16.1% |
| 10 Years | ₹1.20 Cr | ₹90.33 L | -15.2% | -99.6% | 11.7% |
| 12 Years | ₹1.44 Cr | ₹47.07 L | -24.4% | -98.8% | 8.4% |
| 15 Years | ₹1.80 Cr | ₹66.90 L | -15.5% | -28.4% | -4.4% |
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 | 11.3% | 28.0% |
| 3 Years | 2.0% | 8.3% |
| 5 Years | -5.0% | -4.4% |
| 7 Years | -9.0% | -6.8% |
| 10 Years | -15.2% | -11.8% |
| 12 Years | -24.4% | -11.7% |
| 15 Years | -15.5% | -8.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.8% | 10.5% | -99.1% | 113.5% | 0.04 | 0.05 | 70% | — | — |
| 3 Years | -8.1% | 3.5% | -78.2% | 42.9% | -0.40 | -0.38 | 65% | — | — |
| 5 Years | -17.2% | 0.2% | -56.5% | 16.2% | -0.81 | -0.63 | 51% | — | — |
| 10 Years | -16.9% | -28.3% | -34.9% | 10.8% | -1.25 | -0.78 | 37% | — | — |
-99.2%
Max Drawdown
17 mo
Drawdown Duration
Not recovered
Recovery Time
-34.9%
Avg Drawdown
Calmar Ratio by Duration
0.08
1Y
-0.08
3Y
-0.17
5Y
-0.16
7Y
-0.17
10Y
-0.22
12Y
-0.18
15Y