ReviewRegular · GrowthPrefer peers first
SBI Gold ETF
SBI Mutual FundOther Scheme - Gold ETF17.4 years
- NAV
- 120.1706
- 29 Oct 2026
- 1Y
- +16.6%
- Trailing CAGR
- AUM
- ₹24,720.05 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer KOTAK GOLD ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
17.4 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
0.65% TER on Regular - Direct is usually cheaper for the same scheme.
Drawdown vs peers
Watch
Peak-to-trough -99.2%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Plan class
Watch
Regular plan - switch the buy to Direct Growth of the same scheme when you can.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+16.6%
- 3Y+30.8%
- 5Y-51.0%
- 10Y-27.1%
- SI-13.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.3%
- 3Y+29.8%
- 5Y+23.7%
- 10Y-1.7%
- Since inception
- -13.4%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- +29.8%
- Simulated monthly SIP
- Worst rolling 3Y
- -78.1%
- 3529 daily-ending windows
- Median rolling 3Y
- +3.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +50%
- 3046 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -99.2%
- Worst peak-to-trough
- Current
- -97.6%
- Below last peak
- Current spell
- 2274 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 32 days
- 73 recovered episodes
- Longest recovery
- 1466 days
- Trough to prior peak
7 Aug 2020 – open
Trough 11 Jan 2022 · not recovered
-99.2%
28 Aug 2013 – 5 Aug 2019
Trough 31 Jul 2015 · recovered in 1466 days
-29.5%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.1%
3 Dec 2009 – 26 May 2010
Trough 5 Feb 2010 · recovered in 110 days
-13.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
0
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
KOTAK GOLD ETF
Kotak Mahindra Mutual Fund
- 1Y
- +16.8%
- 3Y
- +31.3%
- Vol
- n/a
- Max DD
- -98.8%
- Sharpe
- n/a
- 3Y win
- +35%
- Shallower drawdown
- Higher trailing returns
Nippon India ETF Gold BeES
Nippon India Mutual Fund
- 1Y
- +16.5%
- 3Y
- +31.0%
- Vol
- n/a
- Max DD
- -99.0%
- Sharpe
- n/a
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Quantum Gold ETF
Quantum Mutual Fund
- 1Y
- +17.9%
- 3Y
- +31.0%
- Vol
- n/a
- Max DD
- -98.3%
- Sharpe
- n/a
- 3Y win
- +61%
- Shallower drawdown
- Higher trailing returns
ANGEL ONE GOLD ETF
Angel One Mutual Fund
- 1Y
- +16.8%
- 3Y
- n/a
- Vol
- 26.0%
- Max DD
- -22.0%
- Sharpe
- 0.76
- 3Y win
- n/a
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Union Gold ETF
Union Mutual Fund
- 1Y
- +16.6%
- 3Y
- n/a
- Vol
- 23.2%
- Max DD
- -22.2%
- Sharpe
- 1.10
- 3Y win
- n/a
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns