વર્ષ 2019 માટે ટોપ 10 બેસ્ટ પરફોર્મિંગ ગોલ્ડ ફંડ્સ

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વર્ષ 2019 માટેના ટોચના 5 સર્વશ્રેષ્ઠ સોનાના ભંડોળ

Updated on February 27, 2025 , 773 views

ગોલ્ડ ફંડ અથવા ગોલ્ડમ્યુચ્યુઅલ ફંડ્સ યોજનાઓનો સંદર્ભ લો જે તેમના કોર્પસ નાણાંમાં રોકાણ કરે છેગોલ્ડ ઇટીએફ અથવાએક્સચેંજ ટ્રેડેડ ફંડ. જોકે ગોલ્ડ ઇટીએફ અને ગોલ્ડ ફંડ બંને એક જ ફંડ હાઉસ દ્વારા ઓફર કરે છે પરંતુ ગોલ્ડ ઇટીએફ ખરીદવા માટે ગ્રાહકો પાસે હોવું જરૂરી છેડીમેટ ખાતું જે ગોલ્ડ ફંડ્સના કિસ્સામાં જરૂરી નથી. આ ઉપરાંત ગોલ્ડ ઇટીએફ તેમના ભૌતિક સોનામાં નાણાં લગાવે છે જ્યારે ગોલ્ડ ઇટીએફમાં ગોલ્ડ ફંડ્સ. ગોલ્ડ ફંડ્સમાં લોકો રોકાણ કરી શકે છેએસ.આઈ.પી. મોડ. આ યોજનાઓ 2019 માં તેમના રોકાણકારો માટે અનુકૂળ વળતર પ્રાપ્ત કરવામાં સક્ષમ છે. તેથી, ચાલો આપણે ટોચની 10 ની કામગીરી પર એક નજર કરીએશ્રેષ્ઠ ગોલ્ડ ફંડ્સ વળતરના આધારે વર્ષ 2019 માટે.

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વર્ષ 2019 માટે સર્વશ્રેષ્ઠ પર્ફોમિંગ ગોલ્ડ ફંડ્સ

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
SBI Gold Fund Growth	₹25.1673 ↓ -0.20	₹2,920	19.6	14.1	12.6	-5.7	27.4
ICICI Prudential Regular Gold Savings Fund Growth	₹26.6397 ↓ -0.10	₹1,576	19.5	13.5	12.7	-5.4	26.6
Axis Gold Fund Growth	₹25.0347 ↓ -0.20	₹794	19.2	14.7	12.5	-4.7	26.9
Nippon India Gold Savings Fund Growth	₹32.8725 ↓ -0.36	₹2,439	19	14.3	12.3	-5.5	26.6
HDFC Gold Fund Growth	₹25.6043 ↓ -0.31	₹3,060	18.9	14.1	12.7	-5.5	27.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Feb 25

વર્ષ 2019 માટે ટોચના 5 પર્ફોર્મિંગ ગોલ્ડ ફંડ્સ

1. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.1% since its launch. Return for 2024 was 19.6% , 2023 was 14.1% and 2022 was 12.6% .

Below is the key information for SBI Gold Fund

SBI Gold Fund Growth
Launch Date	12 Sep 11
NAV (28 Feb 25)	₹25.1673 ↓ -0.20 (-0.78 %)
Net Assets (Cr)	₹2,920 on 31 Jan 25
Category	Gold - Gold
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.29
Sharpe Ratio	1.37
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹10,751
28 Feb 22	₹11,566
28 Feb 23	₹12,636
29 Feb 24	₹13,999
28 Feb 25	₹18,912

SBI Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for SBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	3.2%
3 Month	10.8%
6 Month	17.3%
1 Year	35.1%
3 Year	17.8%
5 Year	13.6%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.6%
2023	14.1%
2022	12.6%
2021	-5.7%
2020	27.4%
2019	22.8%
2018	6.4%
2017	3.5%
2016	10%
2015	-8.1%

Fund Manager information for SBI Gold Fund

Name	Since	Tenure
Raj gandhi	1 Jan 13	12.09 Yr.

Data below for SBI Gold Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	1.51%
Other	98.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
SBI Gold ETF - \| -	100%	₹2,586 Cr	391,577,986 ↑ 12,031,466
Net Receivable / Payable CBLO \| -	0%	-₹12 Cr
Treps CBLO/Reverse Repo \| -	0%	₹9 Cr

2. ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF). However, there can be no assurance that the investment objectives of the Scheme will be realized.

ICICI Prudential Regular Gold Savings Fund is a Gold - Gold fund was launched on 11 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.6% since its launch. Return for 2024 was 19.5% , 2023 was 13.5% and 2022 was 12.7% .

Below is the key information for ICICI Prudential Regular Gold Savings Fund

ICICI Prudential Regular Gold Savings Fund Growth
Launch Date	11 Oct 11
NAV (28 Feb 25)	₹26.6397 ↓ -0.10 (-0.39 %)
Net Assets (Cr)	₹1,576 on 31 Jan 25
Category	Gold - Gold
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.4
Sharpe Ratio	1.37
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-15 Months (2%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹10,746
28 Feb 22	₹11,584
28 Feb 23	₹12,555
29 Feb 24	₹13,925
28 Feb 25	₹18,820

ICICI Prudential Regular Gold Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for ICICI Prudential Regular Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	3.1%
3 Month	10.6%
6 Month	17.3%
1 Year	35.2%
3 Year	17.6%
5 Year	13.5%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.5%
2023	13.5%
2022	12.7%
2021	-5.4%
2020	26.6%
2019	22.7%
2018	7.4%
2017	0.8%
2016	8.9%
2015	-5.1%

Fund Manager information for ICICI Prudential Regular Gold Savings Fund

Name	Since	Tenure
Manish Banthia	27 Sep 12	12.36 Yr.
Nishit Patel	29 Dec 20	4.1 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	1.72%
Other	98.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Pru Gold ETF - \| -	100%	₹1,384 Cr	209,593,594 ↑ 5,026,742
Treps CBLO/Reverse Repo \| -	0%	₹5 Cr
Net Current Assets Net Current Assets \| -	0%	-₹4 Cr

3. Axis Gold Fund

To generate returns that closely correspond to returns generated by Axis Gold ETF.

Axis Gold Fund is a Gold - Gold fund was launched on 20 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.1% since its launch. Return for 2024 was 19.2% , 2023 was 14.7% and 2022 was 12.5% .

Below is the key information for Axis Gold Fund

Axis Gold Fund Growth
Launch Date	20 Oct 11
NAV (28 Feb 25)	₹25.0347 ↓ -0.20 (-0.78 %)
Net Assets (Cr)	₹794 on 31 Jan 25
Category	Gold - Gold
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.24
Sharpe Ratio	1.39
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹10,865
28 Feb 22	₹11,706
28 Feb 23	₹12,770
29 Feb 24	₹14,203
28 Feb 25	₹19,006

Axis Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Axis Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	2.8%
3 Month	10.4%
6 Month	16.8%
1 Year	33.8%
3 Year	17.5%
5 Year	13.7%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.2%
2023	14.7%
2022	12.5%
2021	-4.7%
2020	26.9%
2019	23.1%
2018	8.3%
2017	0.7%
2016	10.7%
2015	-11.9%

Fund Manager information for Axis Gold Fund

Name	Since	Tenure
Aditya Pagaria	9 Nov 21	3.23 Yr.

Data below for Axis Gold Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	3.5%
Other	96.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Gold ETF - \| -	98%	₹693 Cr	107,430,942 ↑ 1,331,927
Clearing Corporation Of India Ltd CBLO/Reverse Repo \| -	2%	₹15 Cr
Net Receivables / (Payables) Net Current Assets \| -	0%	-₹2 Cr

4. Nippon India Gold Savings Fund

The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES.

Nippon India Gold Savings Fund is a Gold - Gold fund was launched on 7 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.9% since its launch. Return for 2024 was 19% , 2023 was 14.3% and 2022 was 12.3% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund Growth
Launch Date	7 Mar 11
NAV (28 Feb 25)	₹32.8725 ↓ -0.36 (-1.09 %)
Net Assets (Cr)	₹2,439 on 31 Jan 25
Category	Gold - Gold
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.34
Sharpe Ratio	1.35
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (2%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹10,742
28 Feb 22	₹11,583
28 Feb 23	₹12,552
29 Feb 24	₹13,928
28 Feb 25	₹18,694

Nippon India Gold Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Nippon India Gold Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	2.9%
3 Month	10.5%
6 Month	17%
1 Year	34.2%
3 Year	17.3%
5 Year	13.3%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19%
2023	14.3%
2022	12.3%
2021	-5.5%
2020	26.6%
2019	22.5%
2018	6%
2017	1.7%
2016	11.6%
2015	-8.1%

Fund Manager information for Nippon India Gold Savings Fund

Name	Since	Tenure
Himanshu Mange	23 Dec 23	1.11 Yr.

Data below for Nippon India Gold Savings Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	1.48%
Other	98.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nippon India ETF Gold BeES - \| -	100%	₹2,203 Cr	343,723,792 ↑ 2,918,000
Triparty Repo CBLO/Reverse Repo \| -	0%	₹8 Cr
Net Current Assets Net Current Assets \| -	0%	-₹8 Cr
Cash Margin - Ccil Net Current Assets \| -	0%	₹0 Cr

5. HDFC Gold Fund

To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF).

HDFC Gold Fund is a Gold - Gold fund was launched on 24 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.3% since its launch. Return for 2024 was 18.9% , 2023 was 14.1% and 2022 was 12.7% .

Below is the key information for HDFC Gold Fund

HDFC Gold Fund Growth
Launch Date	24 Oct 11
NAV (28 Feb 25)	₹25.6043 ↓ -0.31 (-1.20 %)
Net Assets (Cr)	₹3,060 on 31 Jan 25
Category	Gold - Gold
AMC	HDFC Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	1.38
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹10,825
28 Feb 22	₹11,660
28 Feb 23	₹12,652
29 Feb 24	₹14,001
28 Feb 25	₹18,814

HDFC Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for HDFC Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	3%
3 Month	10.2%
6 Month	16.1%
1 Year	34.4%
3 Year	17.3%
5 Year	13.5%
10 Year
15 Year
Since launch	7.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.9%
2023	14.1%
2022	12.7%
2021	-5.5%
2020	27.5%
2019	21.7%
2018	6.6%
2017	2.8%
2016	10.1%
2015	-7.3%

Fund Manager information for HDFC Gold Fund

Name	Since	Tenure
Arun Agarwal	15 Feb 23	1.96 Yr.
Nirman Morakhia	15 Feb 23	1.96 Yr.

Data below for HDFC Gold Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	1.74%
Other	98.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Gold ETF - \| -	100%	₹2,765 Cr	418,426,280 ↑ 9,074,716
Treps - Tri-Party Repo CBLO/Reverse Repo \| -	0%	₹3 Cr
Net Current Assets Net Current Assets \| -	0%	-₹3 Cr

Disclaimer:
અહીં પ્રદાન કરેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયત્નો કરવામાં આવ્યા છે. જો કે, માહિતીની ચોકસાઈ અંગે કોઈ બાંયધરી આપવામાં આવતી નથી. કૃપા કરીને કોઈપણ રોકાણ કરતા પહેલા સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.