ReviewPlan n/a · GrowthPrefer peers first
HDFC Gold ETF
HDFC Mutual FundOther Scheme - Gold ETF16.2 years
- NAV
- 118.893
- 30 Oct 2026
- 1Y
- +15.7%
- Trailing CAGR
- AUM
- ₹23,425.78 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 30 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer ICICI Prudential Gold ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
16.2 years of path to read.
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 -99.2%. 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.
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+15.7%
- 3Y+30.2%
- 5Y+22.8%
- 10Y-27.1%
- SI-15.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.3%
- 3Y+28.9%
- 5Y+26.4%
- 10Y+3.0%
- Since inception
- -15.6%
- Calendar-day CAGR
- Excess 1Y
- n/a
- 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
- +28.9%
- Simulated monthly SIP
- Worst rolling 3Y
- -78.2%
- 3238 daily-ending windows
- Median rolling 3Y
- +2.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +42%
- 2749 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -99.2%
- Worst peak-to-trough
- Current
- -97.6%
- Below last peak
- Current spell
- 2275 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 35 days
- 60 recovered episodes
- Longest recovery
- 1466 days
- Trough to prior peak
7 Aug 2020 – open
Trough 12 Mar 2021 · not recovered
-99.2%
28 Aug 2013 – 5 Aug 2019
Trough 31 Jul 2015 · recovered in 1466 days
-29.6%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.2%
6 Mar 2020 – 7 Apr 2020
Trough 17 Mar 2020 · recovered in 21 days
-11.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
0
Mean
n/a
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
- 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%.
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.
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%
- Shallower drawdown
- Higher trailing returns
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%
- Shallower drawdown
- Higher trailing returns
Nippon India ETF Gold BeES
Nippon India Mutual Fund
- 1Y
- +15.5%
- 3Y
- +30.3%
- Vol
- n/a
- Max DD
- -99.0%
- Sharpe
- n/a
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Quantum Gold ETF
Quantum Mutual Fund
- 1Y
- +16.6%
- 3Y
- +30.4%
- Vol
- n/a
- Max DD
- -98.3%
- Sharpe
- n/a
- 3Y win
- +61%
- Shallower drawdown
- Higher trailing returns
ANGEL ONE GOLD ETF
Angel One Mutual Fund
- 1Y
- +15.7%
- 3Y
- n/a
- Vol
- 26.0%
- Max DD
- -22.0%
- Sharpe
- 0.72
- 3Y win
- n/a
- Shallower drawdown
Caveat: Lower trailing returns