Which funds are similar to SBI Gold Direct Plan-Growth?
Funds similar to SBI Gold Direct Plan-Growth in the Commodities: Gold category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does SBI Gold Direct Plan-Growth compare to the category average?
The comparison of SBI Gold Direct Plan-Growth against the Commodities: Gold category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of SBI Gold Direct Plan-Growth in its category?
The rank of SBI Gold Direct Plan-Growth within the Commodities: Gold category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to SBI Gold Direct Plan-Growth?
Top alternatives to SBI Gold Direct Plan-Growth in the Commodities: Gold category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — Domestic Price of Gold — are also listed separately.
How does SBI Gold Direct Plan-Growth's expense ratio compare to similar funds?
The expense ratio of SBI Gold Direct Plan-Growth is 0.25%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.
How does SBI Gold Direct Plan-Growth's AUM compare to similar funds?
SBI Gold Direct Plan-Growth has an AUM of ₹ 15.29 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Commodities: Gold category?
The top-performing funds by 3-year returns in the Commodities: Gold category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is SBI Gold Direct Plan-Growth better than index funds in the same category?
Whether SBI Gold Direct Plan-Growth beats index funds in the Commodities: Gold category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. SBI Gold Direct Plan-Growth has an alpha of 0.93%, indicating active outperformance over the benchmark. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does SBI Gold Direct Plan-Growth rank in risk-adjusted returns vs peers?
SBI Gold Direct Plan-Growth has a Sharpe ratio of 1.34 and alpha of 0.93%. A Sharpe of 1.34 means the fund generates strong returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking Domestic Price of Gold with lower costs?
Funds tracking the same benchmark as SBI Gold Direct Plan-Growth — Domestic Price of Gold — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.
