HealthyDirect · Option n/aFit for a long SIP
ANGEL ONE GOLD ETF
- NAV
- 13.0152
- 30 Oct 2026
- 1Y
- +15.7%
- Trailing CAGR
- AUM
- ₹83.07 Cr
- 30 Jun 2026
- Volatility
- High
- 26.0% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
In three lines
Fits if · The fund beat the category median in 94% of rolling 1-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Buy checklist
History depth
Fail
1.1 years - thin for judging consistency.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
Pass
0.35% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -22.0%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Evidence supports a shortlist - confirm with peers before you buy elsewhere.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+15.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+23.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +23.2%
- Calendar-day CAGR
- Excess 1Y
- -0.7%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -22.0%
- Worst peak-to-trough
- Current
- -20.0%
- Below last peak
- Current spell
- 274 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 6 days
- 13 recovered episodes
- Longest recovery
- 45 days
- Trough to prior peak
29 Jan 2026 – open
Trough 23 Mar 2026 · not recovered
-22.0%
17 Oct 2025 – 12 Dec 2025
Trough 28 Oct 2025 · recovered in 45 days
-9.2%
26 Dec 2025 – 12 Jan 2026
Trough 31 Dec 2025 · recovered in 12 days
-3.5%
21 Jan 2026 – 23 Jan 2026
Trough 22 Jan 2026 · recovered in 1 days
-1.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
57
Vs category
45
Consistency
94
Risk-adjusted
61
Drawdown
45
Mean
61
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Healthy
Buying stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 94% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Tata Gold Exchange Traded Fund
Tata Mutual Fund
- 1Y
- +16.0%
- 3Y
- n/a
- Vol
- 20.2%
- Max DD
- -21.9%
- Sharpe
- 1.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Edelweiss Gold ETF
Edelweiss Mutual Fund
- 1Y
- +15.7%
- 3Y
- n/a
- Vol
- 19.1%
- Max DD
- -22.1%
- Sharpe
- 1.24
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns
HDFC Gold ETF
HDFC Mutual Fund
- 1Y
- +15.7%
- 3Y
- +30.2%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Higher trailing returns
Caveat: Deeper drawdown
ICICI Prudential Gold ETF
ICICI Prudential Mutual Fund
- 1Y
- +15.8%
- 3Y
- +30.6%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- +56%
- Higher trailing returns
Caveat: Deeper drawdown
KOTAK GOLD ETF
Kotak Mahindra Mutual Fund
- 1Y
- +15.8%
- 3Y
- +30.5%
- Vol
- n/a
- Max DD
- -98.8%
- Sharpe
- n/a
- 3Y win
- +35%
- Higher trailing returns
Caveat: Deeper drawdown