SBI’s Leading Passive Funds Generate Up to 51% Returns Over 12 Months

SBI Mutual Fund, one of India’s biggest fund houses, manages 127 schemes. Out of these, about 40 are passive funds, including index funds, ETFs, and fund of funds (FoFs). Passive funds are cost-effective and track the performance of a specific index or asset.

Gold and Silver Funds Shine

Over the past year, 3 precious metal funds have delivered standout performance.

• SBI Gold Fund: 51.67% 1-year return
• SBI Gold ETF: 51.36% 1-year return
• SBI Silver ETF: 50.87% 1-year return

These funds benefited from the rally in bullion prices. Gold touched ₹1,09,500 per 10 grams, while silver surged to ₹1.28 lakh per kg, rising 48% and 54% respectively over the year.

Details of the Top Funds

What are Gold & Silver ETFs?

ETFs (Exchange Traded Funds) allow investors to buy and sell units on the stock market, similar to shares. Instead of holding physical gold or silver, investors gain exposure digitally through their demat accounts.

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Investor Caution

Although gold and silver gave strong returns in the last 12 months, past performance doesn’t guarantee future gains. These metals are considered safe-haven assets and often rally during uncertain times. Keep a balanced allocation to gold and silver, rather than relying on them fully.

Conclusion

SBI’s gold and silver passive funds have delivered exceptional returns of up to 51% in one year, making them standout performers. However, investors should remain cautious, diversify their portfolio, and avoid chasing past returns blindly.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.