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Zerodha Gold ETF FoF
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.23 | 12.70 | 0.42 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.48 | 14.96 | 0.65 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Gold-India |
About FoFs - Gold
FoFs - Gold invest in different mutual funds which are primarily trading in gold securities. They have the portfolios of gold trading companies or mutual funds involved in gold securities.
Peers & Comparison
CommodityFoFs - Gold
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Zerodha Gold ETF FoF | — | — | — |
| HDFC Gold ETF FoF | 19.84% | 15.06% | 6.73% |
| SBI Gold | 19.98% | 15.40% | 6.74% |
| Kotak Gold Fund | 19.97% | 14.81% | 6.72% |
Price Comparison
Compare Zerodha Gold ETF FoF with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Nov 2024
ACTUAL
Nov 2024
Sector Distribution
Nov 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- ZERODHA GOLD ETF3M change : 99.91 %
Holdings
99.91 %
99.91 % - Clearing Corporation of India Limited3M change : 0.80 %
Holdings
0.80 %
0.80 % - Net Receivable / Payable3M change : -0.70 %
Holdings
-0.70 %
-0.70 %
AMC Profile
Zerodha AMC is the asset management arm of Zerodha known for its innovative and low-cost approach, Zerodha AMC offers a range of mutual fund products aimed at providing investors with efficient and transparent investment options. The company leverages technology to simplify investment processes, making it accessible to a broader audience and promoting financial inclusion
No.of Schemes
3
Total AUM
₹ 867.51 Cr.
Fund Manager Profile
Shyam Agarwal
AUM: ₹16.28 Cr.
|
Exp: 3yrs
Kedarnath Mirajkar
AUM: ₹867.51 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%