ReviewPlan n/a · Option n/aPrefer peers first
DSP Gold ETF
DSP Mutual FundExchange Traded Funds (ETFs) - Gold ETF3.5 years
- NAV
- 13.7005
- 29 Oct 2026
- 1Y
- -88.3%
- Trailing CAGR
- AUM
- ₹2,317.57 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Buy checklist
History depth
Watch
3.5 years - usable, still building a track record.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -92.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
7% of rolling 3Y windows beat the category median, same plan and option.
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.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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-88.3%
- 3Y-39.0%
- 5Yn/a
- 10Yn/a
- SI-34.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-97.0%
- 3Y-78.7%
- 5Yn/a
- 10Yn/a
- Since inception
- -34.3%
- Calendar-day CAGR
- Excess 1Y
- -104.9%
- Category median, same plan and option
- 3Y win rate
- +7%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- SIP 3Y XIRR
- -78.7%
- Simulated monthly SIP
- Worst rolling 3Y
- -39.2%
- 127 daily-ending windows
- Median rolling 3Y
- +33.1%
- 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
- -92.0%
- Worst peak-to-trough
- Current
- -91.9%
- Below last peak
- Current spell
- 273 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 44 recovered episodes
- Longest recovery
- 69 days
- Trough to prior peak
29 Jan 2026 – open
Trough 27 Oct 2026 · not recovered
-92.0%
17 Oct 2025 – 12 Dec 2025
Trough 28 Oct 2025 · recovered in 45 days
-9.3%
21 May 2024 – 23 Sept 2024
Trough 26 Jul 2024 · recovered in 59 days
-8.1%
4 May 2023 – 28 Nov 2023
Trough 6 Oct 2023 · recovered in 53 days
-8.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
27
Risk-adjusted
n/a
Drawdown
0
Mean
7
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Baroda BNP Paribas Gold ETF
Baroda BNP Paribas Mutual Fund
- 1Y
- +16.6%
- 3Y
- n/a
- Vol
- 19.4%
- Max DD
- -22.2%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Gold ETF
Mirae Asset Mutual Fund
- 1Y
- +16.8%
- 3Y
- +31.3%
- Vol
- 17.7%
- Max DD
- -22.1%
- Sharpe
- 1.15
- 3Y win
- +86%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Gold ETF
Axis Mutual Fund
- 1Y
- +16.6%
- 3Y
- +31.0%
- Vol
- n/a
- Max DD
- -99.1%
- Sharpe
- n/a
- 3Y win
- +53%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
UTI - Gold Exchange Traded Fund
UTI Mutual Fund
- 1Y
- +16.6%
- 3Y
- +31.4%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
360 ONE Gold ETF
360 ONE Mutual Fund
- 1Y
- +16.6%
- 3Y
- n/a
- Vol
- 23.5%
- Max DD
- -22.0%
- Sharpe
- 1.09
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns