The combination of five-month foreign investor market withdrawals from India and the geopolitical turmoil and continuous trade measure implementations by U.S. President Donald Trump against Asian, European, African, and Latin American countries triggered global market volatility.
The turbulent market conditions allowed gold-linked mutual funds to showcase superiority among all other investment options. Mutual funds that used domestic gold price indexes outperformed all other funds by taking advantage of record-breaking gold rate increases at home and abroad during the previous year. The investment returns from these mutual funds reached a maximum of 47% during one year.
Here’s a look at the top five mutual funds and how a monthly SIP of Rs 10,000 in each performed over the past year:
- LIC MF Gold ETF FoF – Direct Plan
1-Year Annualised SIP Return: 43.54%
Assets Under Management (AUM): Rs 104 crore
Net Asset Value (NAV) (as of April 11, 2025): Rs 25.7424
Inception: January 2013
Long-term Annualised Return: 7.99%
Expense Ratio: 0.20%
Minimum SIP: Rs 200 | Lump Sum: Rs 5,000
Value of Rs 10,000 Monthly SIP in 1 Year: Rs 1,46,514
- SBI Gold Fund – Direct Plan
1-Year Annualised SIP Return: 43.67%
AUM: Rs 3,582 crore
NAV (as of April 11, 2025): Rs 28.7153
Inception: January 2013
Long-term Annualised Return: 8.33%
Expense Ratio: 0.10%
Minimum SIP: Rs 500 | Lump Sum: Rs 5,000
Value of Rs 10,000 Monthly SIP in 1 Year: Rs 1,46,587
- UTI Gold ETF FoF – Direct Plan
1-Year Annualised SIP Return: 43.43%
AUM: Rs 225 crore
NAV (as of April 11, 2025): Rs 18.0055
Inception: October 2022
Long-term Annualised Return: 27.07%
Expense Ratio: 0.16%
Minimum SIP: Rs 500 | Lump Sum: Rs 5,000
Value of Rs 10,000 Monthly SIP in 1 Year: Rs 1,46,452
- Axis Gold Fund – Direct Plan
1-Year Annualised SIP Return: 43.4%
AUM: Rs 944 crore
NAV (as of April 11, 2025): Rs 29.7901
Inception: January 2013
Long-term Annualised Return: 8.13%
Expense Ratio: 0.17%
Minimum SIP & Lump Sum: Rs 100
Value of Rs 10,000 Monthly SIP in 1 Year: Rs 1,46,433
- Baroda BNP Paribas Gilt Fund – Direct Plan
10-Year Annualised SIP Return: 12.57%
AUM: Rs 1,627 crore
NAV (as of April 11, 2025): Rs 46.4802
Inception: January 2013
Benchmark: CRISIL Dynamic Gilt Index
Long-term Annualised Return: 8.02%
Expense Ratio: 0.14%
Minimum SIP: Rs 500 | Lump Sum: Rs 5,000
Value of Rs 10,000 Monthly SIP in 1 Year: Rs 1,27,955
Also Read: TCS Wins BIG! Andhra Cabinet Allots 21 Acres For Just 99 Paise – Check The Reason