INVESTMENTS
GOLD MUTUAL FUNDS
What is Gold Mutual Fund:
Invest in these funds to accumulate gold as an asset class without having to physcially buy gold. These funds invest in Gold ETFs and provide an added advantage of not having to worry about storage costs,safety and liquidity problems concerned with physical gold.
A gold fund is a type of investment fund that holds assets related to gold. The two most common types of gold funds are those holding physical gold bullion, gold futures contracts, or gold mining companies.
KEY KNOWLEDGE
Who Should Invest in Gold Mutual Fund:
Major Advantages:
Good Fund offer greater Convinences than it's physical Gold as it allows to the investor to purchase any amount of fund as their requirement. One can invest as low as Rs.500 which allows individual with low income type of funds.
Top Performing Gold Mutual Funds
Axis Mutual Fund is an Indian asset management company. It was established in the year 2009 and has its headquarters in Mumbai. Axis Mutual Fund offers various types of mutual fund schemes to invest in India, such as equity funds, hybrid funds, debt funds, and more.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.6% | 8.2% | 14.8% | 5.5% |
This scheme was made available to investors on 28 Jun 1987. Raviprakash Sharma is the Current Fund Manager of SBI Gold Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹8,21,489 Cr and the Latest NAV as of 01 Dec 2023 is ₹19.66. The SBI Gold Direct Plan Growth is rated High risk.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.6% | 8.2% | 14.9% | 5.7% |
Nitish Sikand is the Current Fund Manager of Invesco India Gold Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹60,184 Cr and the Latest NAV as of 29 Nov 2023 is ₹18.82. The Invesco India Gold Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.4% | 8.2% | 14.6% | 5.6% |
HDFC Gold Fund is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.3% | 8.2% | 14.6% | 5.6% |
Aditya Birla Sun Life Gold Fund is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 18.0% | 7.7% | 14.3% | 5.7% |
This scheme was made available to investors on 04 Aug 1994. bhishek Bisen is the Current Fund Manager of Kotak Gold Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 30 Nov 2023 is ₹26.00. The Kotak Gold Fund Direct Growth is rated High risk.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.1% | 8.1% | 14.8% | 5.6% |
Nippon India Gold Savings Fund is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.3% | 7.9% | 14.5% | 5.5% |
C Mehta is the Current Fund Manager of Quantum Gold Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,006 Cr and the Latest NAV as of 30 Nov 2023 is ₹24.51. The Quantum Gold Savings Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
DEBT SECTOR ALLOCATION
FUND RETURNS
| 1Y | 3Y | 5Y | ALL |
|---|---|---|---|
| 17.0% | 7.9% | 14.4% | 7.4% |
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