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8 Best Performing Gold Mutual Funds to Invest in 2020

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8 Best Gold Mutual Funds 2020

Updated on November 26, 2020 , 134275 views

Gold has emerged as an important asset class in most portfolios given its ability to grow with Inflation and protect the portfolio from volatility caused due to a financial and economic crisis.

Today, gold as an investment is available in many forms such as- physical gold, E-Gold, etc. But, Gold Funds have emerged as one of the most popular routes for gold investments. So, let’s have a close look at some of the best Gold Mutual Funds to invest in 2020.

Indians are very culturally inclined towards buying gold, whether for ornamental purposes or even for wealth creation. Also India being the country of various festivals all year round, investors always look at buying gold. While earlier physical gold used to be the choice, Gold Mutual Funds are clearly better in every aspect (except for ornamental purpose where once needs to buy physical gold), with benefits like minimum investment amount, diversification, no Demat account required, SIP growth, etc.

Gold Mutual Funds is a variant of Gold ETFs. A gold ETF (Exchange Traded Fund) is an instrument that is based on gold price or invests in gold bullion. A gold ETF specialises in Investing in a range of gold securities. Gold Mutual Funds do not directly invest in physical gold but take the same position indirectly by Investing in Gold ETFs.

Also, the minimum investment amount one would require to do in Gold Mutual Funds is of INR 1,000 (as monthly SIP). Since this investment is made through a Mutual Fund, investors can opt for systematic investments or withdrawals too. As Gold Mutual Funds units can be bought or sold from the fund house, investors do not face liquidity risks.

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Top Performing Gold Funds to Invest in India

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Gold Fund Growth ₹15.0854
↓ -0.06
₹200-4.84.92817.912.523.1
Kotak Gold Fund Growth ₹20.1389
↓ -0.09
₹770-5.54.627.817.512.824.1
SBI Gold Fund Growth ₹15.1852
↓ -0.05
₹856-4.94.527.61712.722.8
ICICI Prudential Regular Gold Savings Fund Growth ₹16.2048
↓ -0.02
₹408-4.24.728.516.912.722.7
HDFC Gold Fund Growth ₹15.5868
↓ -0.07
₹992-5.34.628.516.912.721.7
Nippon India Gold Savings Fund Growth ₹20.1216
↓ -0.05
₹1,311-55.228.316.812.622.5
Invesco India Gold Fund Growth ₹14.8643
↑ 0.08
₹47-4.65.727.516.714.221.4
Aditya Birla Sun Life Gold Fund Growth ₹15.203
↑ 0.02
₹208-54.827.416.513.821.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 20
*Above is list of top Gold Funds having AUM/Net Assets > 25 Crore ordered based on 3 year Calendar year returns.

1. 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 4.6% since its launch.  Return for 2019 was 23.1% , 2018 was 8.3% and 2017 was 0.7% .

Below is the key information for Axis Gold Fund

Axis Gold Fund
Growth
Launch Date 20 Oct 11
NAV (27 Nov 20) ₹15.0854 ↓ -0.06   (-0.41 %)
Net Assets (Cr) ₹200 on 31 Oct 20
Category Gold - Gold
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.3
Sharpe Ratio 1.41
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.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,972
31 Oct 17₹10,580
31 Oct 18₹11,619
31 Oct 19₹13,729
31 Oct 20₹17,882

Axis Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 27 Nov 20

DurationReturns
1 Month -4.6%
3 Month -4.8%
6 Month 4.9%
1 Year 28%
3 Year 17.9%
5 Year 12.5%
10 Year
15 Year
Since launch 4.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 23.1%
2018 8.3%
2017 0.7%
2016 10.7%
2015 -11.9%
2014 -11.4%
2013 -7.5%
2012 10.9%
2011
2010
Fund Manager information for Axis Gold Fund
NameSinceTenure
Devang Shah7 Jun 164.41 Yr.

Data below for Axis Gold Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash2.26%
Other97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | -
98%₹196 Cr44,200,000
↑ 2,000,000
Clearing Corporation Of India Ltd
CBLO | -
2%₹5 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

2. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.5% since its launch.  Return for 2019 was 24.1% , 2018 was 7.3% and 2017 was 2.5% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (27 Nov 20) ₹20.1389 ↓ -0.09   (-0.43 %)
Net Assets (Cr) ₹770 on 31 Oct 20
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.56
Sharpe Ratio 1.5
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,532
31 Oct 17₹10,669
31 Oct 18₹11,590
31 Oct 19₹13,872
31 Oct 20₹18,087

Kotak Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Kotak 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 27 Nov 20

DurationReturns
1 Month -4.3%
3 Month -5.5%
6 Month 4.6%
1 Year 27.8%
3 Year 17.5%
5 Year 12.8%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 24.1%
2018 7.3%
2017 2.5%
2016 10.2%
2015 -8.4%
2014 -10%
2013 -7.7%
2012 10.9%
2011
2010
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 119.61 Yr.

Data below for Kotak Gold Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash3.8%
Other96.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | KOTAKGOLDE
98%₹754 Cr16,859,939
↑ 910,170
Triparty Repo
CBLO/Reverse Repo | -
2%₹15 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
0%₹1 Cr

3. 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 4.6% since its launch.  Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% .

Below is the key information for SBI Gold Fund

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (27 Nov 20) ₹15.1852 ↓ -0.05   (-0.35 %)
Net Assets (Cr) ₹856 on 31 Oct 20
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.47
Sharpe Ratio 1.55
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.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,182
31 Oct 17₹10,749
31 Oct 18₹11,444
31 Oct 19₹13,768
31 Oct 20₹17,989

SBI Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 27 Nov 20

DurationReturns
1 Month -4%
3 Month -4.9%
6 Month 4.5%
1 Year 27.6%
3 Year 17%
5 Year 12.7%
10 Year
15 Year
Since launch 4.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.8%
2018 6.4%
2017 3.5%
2016 10%
2015 -8.1%
2014 -10.2%
2013 -6.6%
2012 10.9%
2011
2010
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raviprakash Sharma12 Sep 119.15 Yr.

Data below for SBI Gold Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash1.25%
Other98.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI ETF Gold
- | SETFGOLD
100%₹854 Cr1,882,140
↑ 59,350
Treps
CBLO/Reverse Repo | -
0%₹3 Cr
Net Receivable / Payable
CBLO | -
0%-₹1 Cr

4. 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 5.4% since its launch.  Return for 2019 was 22.7% , 2018 was 7.4% and 2017 was 0.8% .

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 (27 Nov 20) ₹16.2048 ↓ -0.02   (-0.11 %)
Net Assets (Cr) ₹408 on 31 Oct 20
Category Gold - Gold
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.35
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.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,606
31 Oct 17₹10,840
31 Oct 18₹11,603
31 Oct 19₹13,914
31 Oct 20₹17,941

ICICI Prudential Regular Gold Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 27 Nov 20

DurationReturns
1 Month -3.7%
3 Month -4.2%
6 Month 4.7%
1 Year 28.5%
3 Year 16.9%
5 Year 12.7%
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.7%
2018 7.4%
2017 0.8%
2016 8.9%
2015 -5.1%
2014 -9.2%
2013 -6.7%
2012 11.2%
2011
2010
Fund Manager information for ICICI Prudential Regular Gold Savings Fund
NameSinceTenure
Manish Banthia27 Sep 128.1 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash2.53%
Other97.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Prudential Gold ETF
- | ICICIGOLD
99%₹405 Cr89,033,934
↑ 6,445,379
Treps
CBLO/Reverse Repo | -
1%₹4 Cr
Net Current Assets
Net Current Assets | -
0%-₹1 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 5% since its launch.  Return for 2019 was 21.7% , 2018 was 6.6% and 2017 was 2.8% .

Below is the key information for HDFC Gold Fund

HDFC Gold Fund
Growth
Launch Date 24 Oct 11
NAV (27 Nov 20) ₹15.5868 ↓ -0.07   (-0.45 %)
Net Assets (Cr) ₹992 on 31 Oct 20
Category Gold - Gold
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.41
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,311
31 Oct 17₹10,698
31 Oct 18₹11,488
31 Oct 19₹13,708
31 Oct 20₹17,863

HDFC Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 27 Nov 20

DurationReturns
1 Month -4.1%
3 Month -5.3%
6 Month 4.6%
1 Year 28.5%
3 Year 16.9%
5 Year 12.7%
10 Year
15 Year
Since launch 5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.7%
2018 6.6%
2017 2.8%
2016 10.1%
2015 -7.3%
2014 -9.8%
2013 -7.2%
2012 12%
2011
2010
Fund Manager information for HDFC Gold Fund
NameSinceTenure
Anand Laddha21 Oct 200.03 Yr.
Krishan Daga19 Oct 155.04 Yr.

Data below for HDFC Gold Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash2.01%
Other97.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Gold ETF
- | HDFCMFGETF
100%₹989 Cr2,178,000
↑ 97,500
Net Current Assets
Net Current Assets | -
0%₹2 Cr
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
0%₹0 Cr

6. 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 7.5% since its launch.  Return for 2019 was 22.5% , 2018 was 6% and 2017 was 1.7% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (27 Nov 20) ₹20.1216 ↓ -0.05   (-0.23 %)
Net Assets (Cr) ₹1,311 on 31 Oct 20
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.63
Sharpe Ratio 1.33
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.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,294
31 Oct 17₹10,629
31 Oct 18₹11,360
31 Oct 19₹13,582
31 Oct 20₹17,621

Nippon India Gold Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 27 Nov 20

DurationReturns
1 Month -3.8%
3 Month -5%
6 Month 5.2%
1 Year 28.3%
3 Year 16.8%
5 Year 12.6%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.5%
2018 6%
2017 1.7%
2016 11.6%
2015 -8.1%
2014 -9.8%
2013 -7.6%
2012 11.2%
2011
2010
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Mehul Dama6 Nov 181.99 Yr.

Data below for Nippon India Gold Savings Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash0.91%
Other99.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | GOLDBEES
100%₹1,310 Cr295,545,469
↑ 8,678,234
Net Current Assets
Net Current Assets | -
1%-₹8 Cr
Reverse Repo
CBLO/Reverse Repo | -
1%₹8 Cr
Triparty Repo
CBLO/Reverse Repo | -
0%₹1 Cr
Cash Margin - Ccil
Net Current Assets | -
0%₹0 Cr

7. Invesco India Gold Fund

To provide returns that closely corresponds to returns provided by Invesco India Gold Exchange Traded Fund.

Invesco India Gold Fund is a Gold - Gold fund was launched on 5 Dec 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.5% since its launch.  Return for 2019 was 21.4% , 2018 was 6.6% and 2017 was 1.3% .

Below is the key information for Invesco India Gold Fund

Invesco India Gold Fund
Growth
Launch Date 5 Dec 11
NAV (27 Nov 20) ₹14.8643 ↑ 0.08   (0.52 %)
Net Assets (Cr) ₹47 on 31 Oct 20
Category Gold - Gold
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 0.48
Sharpe Ratio 1.35
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,684
31 Oct 17₹11,129
31 Oct 18₹12,010
31 Oct 19₹14,251
31 Oct 20₹18,524

Invesco India Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Invesco India 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 27 Nov 20

DurationReturns
1 Month -3.5%
3 Month -4.6%
6 Month 5.7%
1 Year 27.5%
3 Year 16.7%
5 Year 14.2%
10 Year
15 Year
Since launch 4.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.4%
2018 6.6%
2017 1.3%
2016 21.6%
2015 -15.1%
2014 -9%
2013 -7.6%
2012 11.3%
2011
2010
Fund Manager information for Invesco India Gold Fund
NameSinceTenure
Krishna Cheemalapati4 Jan 200.83 Yr.

Data below for Invesco India Gold Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash4.08%
Other95.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Gold ETF
- | IVZINGOLD
97%₹45 Cr98,560
↑ 1,344
Triparty Repo
CBLO/Reverse Repo | -
2%₹1 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

8. Aditya Birla Sun Life Gold Fund

An Open ended Fund of Funds Scheme with the investment objective to provide returns that tracks returns provided by Birla Sun Life Gold ETF (BSL Gold ETF).

Aditya Birla Sun Life Gold Fund is a Gold - Gold fund was launched on 20 Mar 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch.  Return for 2019 was 21.3% , 2018 was 6.8% and 2017 was 1.6% .

Below is the key information for Aditya Birla Sun Life Gold Fund

Aditya Birla Sun Life Gold Fund
Growth
Launch Date 20 Mar 12
NAV (27 Nov 20) ₹15.203 ↑ 0.02   (0.11 %)
Net Assets (Cr) ₹208 on 31 Oct 20
Category Gold - Gold
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.3
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹11,286
31 Oct 17₹10,546
31 Oct 18₹11,220
31 Oct 19₹13,552
31 Oct 20₹17,362

Aditya Birla Sun Life Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life 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 27 Nov 20

DurationReturns
1 Month -3.2%
3 Month -5%
6 Month 4.8%
1 Year 27.4%
3 Year 16.5%
5 Year 13.8%
10 Year
15 Year
Since launch 4.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.3%
2018 6.8%
2017 1.6%
2016 11.5%
2015 -7.2%
2014 -9.4%
2013 -6.9%
2012
2011
2010
Fund Manager information for Aditya Birla Sun Life Gold Fund
NameSinceTenure
Lovelish Solanki30 Jun 182.34 Yr.

Data below for Aditya Birla Sun Life Gold Fund as on 31 Oct 20

Asset Allocation
Asset ClassValue
Cash3.08%
Other96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Gold ETF
- | 533408
99%₹204 Cr440,000
↑ 17,000
Clearing Corporation Of India Limited
CBLO | -
1%₹3 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

Top 4 Benefits of Gold Investments

Hedge Against Inflation

Gold acts as a hedge against inflation. Gold's value rises when inflation rises. During the inflationary time, gold is a more stable investment than cash.

Liquidity

Gold Investment offers investors the chance to trade it during emergencies or when they need cash. As it is fairly liquid in nature, it ensures that it is easy to sell. Different instruments offer differing levels of liquidity, Gold ETFs may be the most liquid of all options.

Offers Diversification

Gold investment can act as a safety net against market volatility. Gold investment or gold as an asset class has a low correlation with the equity or stock markets. So when the equity markets are down, your gold investment may outperform.

Valuable Asset

Gold has managed to maintain its value over time for many years. It is known as a stable investment with very steady returns. One does not expect to make very high returns in long periods by Investing in Gold but moderate returns can be expected. In certain short periods, superlative returns can also be made.

Who Can Invest Gold Mutual Funds?

Gold Mutual Funds are suited for investors who do not have a Demat Account and are not investors in stocks. Here, the fund collects money from you to invest in ETF units via the stock exchange. Since this investment is made through a Mutual Fund, investors can opt for systematic investments or withdrawals too. As Gold Mutual Fund’s units can be bought or sold from the fund house, investors do not face liquidity risks.

How Invest in Gold Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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LAKSHMI, posted on 8 Sep 19 7:34 AM

Which gold investment fund will be good for me pls suggest for 1- 1.3 years

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