MonitorPlan n/a · Option n/aWatch before adding
Motilal Oswal Gold ETF
- NAV
- 137.743
- 30 Oct 2026
- 1Y
- +15.5%
- Trailing CAGR
- AUM
- ₹1,750.45 Cr
- 30 Jun 2026
- Volatility
- High
- 25.2% 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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Tata Gold Exchange Traded Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.3 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -22.1%. 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+15.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+31.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +31.3%
- Calendar-day CAGR
- Excess 1Y
- -0.4%
- 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
- -22.1%
- Worst peak-to-trough
- Current
- -20.1%
- Below last peak
- Current spell
- 274 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 14 recovered episodes
- Longest recovery
- 45 days
- Trough to prior peak
29 Jan 2026 – open
Trough 23 Mar 2026 · not recovered
-22.1%
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%
8 Aug 2025 – 28 Aug 2025
Trough 20 Aug 2025 · recovered in 8 days
-2.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
57
Vs category
47
Consistency
2
Risk-adjusted
75
Drawdown
45
Mean
45
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- 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 win rate vs category
- 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
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
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
- Higher win rate vs category
- 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 win rate vs category
- 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 win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown