ReviewDirect · Option n/aPrefer peers first
Nippon India ETF Gold BeES
- NAV
- 115.0248
- 30 Oct 2026
- 1Y
- +16.5%
- Trailing CAGR
- AUM
- ₹55,583.2 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 · 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 KOTAK GOLD ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
10.0 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.81% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -99.0%. 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.
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+16.5%
- 3Y+31.0%
- 5Y+22.9%
- 10Yn/a
- SI-27.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.0%
- 3Y+29.5%
- 5Y+26.8%
- 10Y+7.9%
- Since inception
- -27.3%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- 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
- +29.5%
- Simulated monthly SIP
- Worst rolling 3Y
- -76.9%
- 1726 daily-ending windows
- Median rolling 3Y
- +6.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +37%
- 1232 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -99.0%
- Worst peak-to-trough
- Current
- -96.7%
- Below last peak
- Current spell
- 2612 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 58 days
- 14 recovered episodes
- Longest recovery
- 662 days
- Trough to prior peak
4 Sept 2019 – open
Trough 23 Dec 2019 · not recovered
-99.0%
9 Nov 2016 – 15 Oct 2018
Trough 22 Dec 2016 · recovered in 662 days
-11.9%
20 Feb 2019 – 21 Jun 2019
Trough 3 May 2019 · recovered in 49 days
-7.8%
23 Oct 2018 – 14 Jan 2019
Trough 30 Nov 2018 · recovered in 45 days
-6.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
48
Consistency
6
Risk-adjusted
n/a
Drawdown
0
Mean
39
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.
KOTAK GOLD ETF
Kotak Mahindra Mutual Fund
- 1Y
- +16.8%
- 3Y
- +31.3%
- Vol
- n/a
- Max DD
- -98.8%
- Sharpe
- n/a
- 3Y win
- +35%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ANGEL ONE GOLD ETF
Angel One Mutual Fund
- 1Y
- +16.8%
- 3Y
- n/a
- Vol
- 26.0%
- Max DD
- -22.0%
- Sharpe
- 0.76
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Edelweiss Gold ETF
Edelweiss Mutual Fund
- 1Y
- +16.7%
- 3Y
- n/a
- Vol
- 19.1%
- Max DD
- -22.1%
- Sharpe
- 1.26
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI Prudential Gold ETF
ICICI Prudential Mutual Fund
- 1Y
- +16.8%
- 3Y
- +31.4%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- +56%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
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 win rate vs category
Caveat: Lower trailing returns