ReviewRegular · GrowthPrefer peers first
Invesco India Gold Exchange Traded Fund
Invesco Mutual FundExchange Traded Funds (ETFs) - Gold ETF16.6 years
- NAV
- 121.0512
- 30 Oct 2026
- 1Y
- -98.8%
- Trailing CAGR
- AUM
- ₹734.65 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 · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Buy checklist
History depth
Pass
16.6 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
0.50% TER on Regular - Direct is usually cheaper for the same scheme.
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.
Plan class
Watch
Regular plan - switch the buy to Direct Growth of the same scheme when you can.
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.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
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-98.8%
- 3Y-71.9%
- 5Y-51.0%
- 10Y-27.1%
- SI-14.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-87.1%
- 3Y-88.2%
- 5Y-85.4%
- 10Y-75.6%
- Since inception
- -14.7%
- Calendar-day CAGR
- Excess 1Y
- -115.5%
- 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
- -88.2%
- Simulated monthly SIP
- Worst rolling 3Y
- -71.9%
- 3339 daily-ending windows
- Median rolling 3Y
- +8.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +83%
- 2852 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
- -99.2%
- Below last peak
- Current spell
- 274 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 28 days
- 120 recovered episodes
- Longest recovery
- 1467 days
- Trough to prior peak
29 Jan 2026 – open
Trough 30 Oct 2026 · not recovered
-99.2%
28 Aug 2013 – 6 Aug 2019
Trough 31 Jul 2015 · recovered in 1467 days
-30.7%
27 Nov 2012 – 27 Aug 2013
Trough 28 Jun 2013 · recovered in 60 days
-23.0%
7 Aug 2020 – 4 Jan 2023
Trough 31 Mar 2021 · recovered in 644 days
-21.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
60
Risk-adjusted
n/a
Drawdown
0
Mean
15
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.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 60% of rolling 1-year windows.
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.
30 Oct 2026
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.
19 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
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Mirae Asset Gold ETF
Mirae Asset Mutual Fund
- 1Y
- +15.8%
- 3Y
- +30.5%
- Vol
- 17.7%
- Max DD
- -22.1%
- Sharpe
- 1.13
- 3Y win
- +86%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
UTI - Gold Exchange Traded Fund
UTI Mutual Fund
- 1Y
- +15.7%
- 3Y
- +30.7%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
360 ONE Gold ETF
360 ONE Mutual Fund
- 1Y
- +15.6%
- 3Y
- n/a
- Vol
- 23.5%
- Max DD
- -22.0%
- Sharpe
- 1.05
- 3Y win
- n/a
- Shallower drawdown
- Lower TER
- Higher trailing returns
Zerodha Gold ETF
Zerodha Mutual Fund
- 1Y
- +15.8%
- 3Y
- n/a
- Vol
- 20.1%
- Max DD
- -22.5%
- Sharpe
- 1.30
- 3Y win
- n/a
- Shallower drawdown
- Lower TER
- Higher trailing returns
Axis Gold ETF
Axis Mutual Fund
- 1Y
- +15.6%
- 3Y
- +30.3%
- Vol
- n/a
- Max DD
- -99.1%
- Sharpe
- n/a
- 3Y win
- +53%
- Shallower drawdown
- Higher trailing returns