fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
8 Best Performing Gold Mutual Funds to Invest in 2020

Fincash » Mutual Funds » Best Gold Mutual Funds

8 Best Gold Mutual Funds 2020

Updated on August 3, 2020 , 111295 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top Performing Gold Funds to Invest in India

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
ICICI Prudential Regular Gold Savings Fund Growth ₹18.2638
↑ 0.43
₹23614.836.548.52415.622.7
Kotak Gold Fund Growth ₹22.8864
↑ 0.63
₹50915.437.548.12416.324.1
Invesco India Gold Fund Growth ₹16.7379
↑ 0.49
₹3316.73551.523.215.621.4
HDFC Gold Fund Growth ₹17.6798
↑ 0.45
₹66315.837.55123.115.621.7
Axis Gold Fund Growth ₹17.0103
↑ 0.42
₹12714.536.4512314.623.1
Nippon India Gold Savings Fund Growth ₹22.7969
↑ 0.58
₹1,02016.637.251.322.815.522.5
SBI Gold Fund Growth ₹17.1687
↑ 0.41
₹60615.835.251.922.715.522.8
Aditya Birla Sun Life Gold Fund Growth ₹17.0726
↑ 0.37
₹15515.13549.522.315.421.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 20
*Above is list of top Gold Funds having AUM/Net Assets > 25 Crore ordered based on 3 year Calendar year returns.

1. 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 7.1% 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 (05 Aug 20) ₹18.2638 ↑ 0.43   (2.39 %)
Net Assets (Cr) ₹236 on 30 Jun 20
Category Gold - Gold
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 2.21
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 Jul 15₹10,000
31 Jul 16₹12,169
31 Jul 17₹10,984
31 Jul 18₹11,457
31 Jul 19₹13,251
31 Jul 20₹20,078

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 ₹447,579.
Net Profit of ₹147,579
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 5 Aug 20

DurationReturns
1 Month 14.2%
3 Month 14.8%
6 Month 36.5%
1 Year 48.5%
3 Year 24%
5 Year 15.6%
10 Year
15 Year
Since launch 7.1%
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 127.76 Yr.

Data below for ICICI Prudential Regular Gold Savings Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash4.28%
Other95.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Prudential Gold ETF
- | ICICIGOLD
97%₹230 Cr52,837,100
↑ 3,550,000
Treps
CBLO/Reverse Repo | -
4%₹8 Cr
Net Current Assets
Net Current Assets | -
1%-₹2 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 9.2% 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 (05 Aug 20) ₹22.8864 ↑ 0.63   (2.84 %)
Net Assets (Cr) ₹509 on 30 Jun 20
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.6
Sharpe Ratio 2.41
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 Jul 15₹10,000
31 Jul 16₹12,253
31 Jul 17₹11,124
31 Jul 18₹11,484
31 Jul 19₹13,375
31 Jul 20₹20,503

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 ₹458,689.
Net Profit of ₹158,689
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 5 Aug 20

DurationReturns
1 Month 14.6%
3 Month 15.4%
6 Month 37.5%
1 Year 48.1%
3 Year 24%
5 Year 16.3%
10 Year
15 Year
Since launch 9.2%
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 119.28 Yr.

Data below for Kotak Gold Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash3.23%
Other96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | KOTAKGOLDE
98%₹499 Cr11,680,285
↑ 1,032,400
Triparty Repo
CBLO/Reverse Repo | -
2%₹11 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
0%-₹1 Cr

3. 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 6.1% 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 (05 Aug 20) ₹16.7379 ↑ 0.49   (3.01 %)
Net Assets (Cr) ₹33 on 30 Jun 20
Category Gold - Gold
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 0.48
Sharpe Ratio 2.09
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 Jul 15₹10,000
31 Jul 16₹12,110
31 Jul 17₹10,866
31 Jul 18₹11,395
31 Jul 19₹12,881
31 Jul 20₹19,906

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 ₹447,579.
Net Profit of ₹147,579
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 5 Aug 20

DurationReturns
1 Month 13.7%
3 Month 16.7%
6 Month 35%
1 Year 51.5%
3 Year 23.2%
5 Year 15.6%
10 Year
15 Year
Since launch 6.1%
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 200.49 Yr.

Data below for Invesco India Gold Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash2.93%
Other97.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Gold ETF
- | IVZINGOLD
98%₹32 Cr72,405
↑ 4,332
Triparty Repo
CBLO/Reverse Repo | -
2%₹0 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%₹0 Cr

4. 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 6.7% 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 (05 Aug 20) ₹17.6798 ↑ 0.45   (2.63 %)
Net Assets (Cr) ₹663 on 30 Jun 20
Category Gold - Gold
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 2.32
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 Jul 15₹10,000
31 Jul 16₹12,114
31 Jul 17₹10,995
31 Jul 18₹11,355
31 Jul 19₹13,091
31 Jul 20₹20,100

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 ₹447,579.
Net Profit of ₹147,579
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 5 Aug 20

DurationReturns
1 Month 14.4%
3 Month 15.8%
6 Month 37.5%
1 Year 51%
3 Year 23.1%
5 Year 15.6%
10 Year
15 Year
Since launch 6.7%
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
Krishan Daga19 Oct 154.7 Yr.

Data below for HDFC Gold Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash1.17%
Other98.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Gold ETF
- | HDFCMFGETF
100%₹662 Cr1,517,234
↑ 226,234
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
0%₹3 Cr
Net Current Assets
Net Current Assets | -
0%-₹2 Cr

5. 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 6.2% 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 (05 Aug 20) ₹17.0103 ↑ 0.42   (2.56 %)
Net Assets (Cr) ₹127 on 30 Jun 20
Category Gold - Gold
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 3.05
Sharpe Ratio 2.13
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 Jul 15₹10,000
31 Jul 16₹12,090
31 Jul 17₹10,618
31 Jul 18₹10,980
31 Jul 19₹12,603
31 Jul 20₹19,221

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 ₹436,710.
Net Profit of ₹136,710
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 5 Aug 20

DurationReturns
1 Month 13.8%
3 Month 14.5%
6 Month 36.4%
1 Year 51%
3 Year 23%
5 Year 14.6%
10 Year
15 Year
Since launch 6.2%
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 164.07 Yr.

Data below for Axis Gold Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash8.76%
Other91.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | AXISGOLDEQ
94%₹120 Cr282,000
↑ 11,000
Net Receivables / (Payables)
Net Current Assets | -
3%₹4 Cr
Clearing Corporation Of India Ltd
CBLO | -
3%₹3 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 9.1% 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 (05 Aug 20) ₹22.7969 ↑ 0.58   (2.62 %)
Net Assets (Cr) ₹1,020 on 30 Jun 20
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.63
Sharpe Ratio 2.16
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 Jul 15₹10,000
31 Jul 16₹12,212
31 Jul 17₹11,054
31 Jul 18₹11,324
31 Jul 19₹13,028
31 Jul 20₹19,974

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 ₹447,579.
Net Profit of ₹147,579
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 5 Aug 20

DurationReturns
1 Month 14.8%
3 Month 16.6%
6 Month 37.2%
1 Year 51.3%
3 Year 22.8%
5 Year 15.5%
10 Year
15 Year
Since launch 9.1%
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 181.65 Yr.

Data below for Nippon India Gold Savings Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash0.59%
Other99.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | GOLDBEES
100%₹1,019 Cr239,242,235
↑ 7,300,000
Triparty Repo
CBLO/Reverse Repo | -
1%₹9 Cr
Net Current Assets
Net Current Assets | -
1%-₹8 Cr
Cash Margin - Ccil
Net Current Assets | -
0%₹0 Cr

7. 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 6.3% 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 (05 Aug 20) ₹17.1687 ↑ 0.41   (2.43 %)
Net Assets (Cr) ₹606 on 30 Jun 20
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.43
Sharpe Ratio 2.54
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 Jul 15₹10,000
31 Jul 16₹12,117
31 Jul 17₹10,931
31 Jul 18₹11,291
31 Jul 19₹13,022
31 Jul 20₹19,992

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 ₹447,579.
Net Profit of ₹147,579
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 5 Aug 20

DurationReturns
1 Month 14.1%
3 Month 15.8%
6 Month 35.2%
1 Year 51.9%
3 Year 22.7%
5 Year 15.5%
10 Year
15 Year
Since launch 6.3%
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 118.81 Yr.

Data below for SBI Gold Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash0.74%
Other99.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI ETF Gold
- | SETFGOLD
100%₹605 Cr1,389,598
↑ 70,600
Treps
CBLO/Reverse Repo | -
1%₹4 Cr
Net Receivable / Payable
CBLO | -
1%-₹4 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 6.6% 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 (05 Aug 20) ₹17.0726 ↑ 0.37   (2.24 %)
Net Assets (Cr) ₹155 on 30 Jun 20
Category Gold - Gold
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 2.14
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 Jul 15₹10,000
31 Jul 16₹12,294
31 Jul 17₹11,119
31 Jul 18₹11,460
31 Jul 19₹13,258
31 Jul 20₹20,111

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 ₹447,579.
Net Profit of ₹147,579
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 5 Aug 20

DurationReturns
1 Month 13.6%
3 Month 15.1%
6 Month 35%
1 Year 49.5%
3 Year 22.3%
5 Year 15.4%
10 Year
15 Year
Since launch 6.6%
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 Yr.

Data below for Aditya Birla Sun Life Gold Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash2.99%
Other97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Gold ETF
- | 533408
98%₹153 Cr341,000
↑ 24,000
Clearing Corporation Of India Limited
CBLO | -
2%₹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.
How helpful was this page ?
Rated 4.5, based on 95 reviews.
POST A COMMENT

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

1 - 1 of 1