HealthyDirect · Option n/a
Zerodha Gold ETF
- NAV
- 23.5156
- 15 Sept 2026
- 1Y
- +36.4%
- Trailing CAGR
- AUM
- ₹2,245.38 Cr
- 30 Jun 2026
- Volatility
- High
- 20.4% annualized
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+36.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+40.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+13.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +40.0%
- Calendar-day CAGR
- Excess 1Y
- -1.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- 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
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 40 recovered episodes
- Longest recovery
- 69 days
- Trough to prior peak
- Current spell
- 229 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
29 Jan 2026 – open
Trough 23 Mar 2026 · not recovered
-22.5%
17 Oct 2025 – 12 Dec 2025
Trough 28 Oct 2025 · recovered in 45 days
-9.2%
21 May 2024 – 23 Sept 2024
Trough 26 Jul 2024 · recovered in 59 days
-8.0%
30 Oct 2024 – 22 Jan 2025
Trough 14 Nov 2024 · recovered in 69 days
-7.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
42
Consistency
96
Risk-adjusted
100
Drawdown
44
Mean
76
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 96% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ANGEL ONE GOLD ETF
Angel One Mutual Fund
- 1Y
- +37.7%
- 3Y
- n/a
- Vol
- 27.2%
- Max DD
- -22.0%
- Sharpe
- 1.12
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Gold ETF
Edelweiss Mutual Fund
- 1Y
- +36.0%
- 3Y
- n/a
- Vol
- 19.3%
- Max DD
- -22.1%
- Sharpe
- 1.45
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Tata Gold Exchange Traded Fund
Tata Mutual Fund
- 1Y
- +36.5%
- 3Y
- n/a
- Vol
- 20.4%
- Max DD
- -21.9%
- Sharpe
- 1.46
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility
Union Gold ETF
Union Mutual Fund
- 1Y
- +37.6%
- 3Y
- n/a
- Vol
- 23.8%
- Max DD
- -22.2%
- Sharpe
- 1.39
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Gold ETF
Motilal Oswal Mutual Fund
- 1Y
- +35.8%
- 3Y
- n/a
- Vol
- 26.2%
- Max DD
- -22.1%
- Sharpe
- 1.35
- 3Y win
- n/a
- Shallower drawdown
Caveat: Higher volatility · Lower trailing returns