Zerodha Gold ETF
A simple and low cost ETF to take gold exposure in your portfolio
Returns
20.87%
AUM
₹121.08Cr
Risk
High
iNAV
₹12.0744
Ideal for
Long Term
Low Cost Investment
Diversification
About the fund
The Zerodha Gold ETF is an exchange-traded fund that aims to track the performance of gold. Gold holds a special place as a culturally significant metal in the hearts and homes of countless Indians. As per the World Gold Council, Indian households collectively hold close to $2 trillion worth of gold.
The Zerodha Gold ETF is an exchange-traded fund that aims to track the performance of gold. Gold holds a special place as a culturally significant metal in the hearts and homes of countless Indians. As per the World Gold Council, Indian households collectively hold close to $2 trillion worth of gold.
Gold is often considered to act as a hedge against market volatility as its price generally moves independently of assets like stocks and bonds. Thus introducing gold into your portfolio can potentially reduce overall volatility, providing a more stable path towards achieving your financial objectives.
Backed by physical gold, this ETF offers a simple & optimized way to invest in gold. You don’t have to take the hassle of owning, storing, or securing physical gold. You can start investing in the Zerodha Gold ETF using their preferred stock broker with an investment amount as low as Rs.10 once listed.
Past Performance
Tax Implication
Investment period <= 1 year
Gains/profits are treated as short-term capital gains & taxed as per your tax slab (plus 4% cess and surcharge, if any).
Investment period > 1 year
Before 1st April 2025, Gains/profits will be taxed as per your tax slab (plus 4% cess and surcharge, if any). Starting 1st April 2025, Gains/profits will be taxed at 12.5% (plus applicable surcharge and 4% cess).
| Top Holdings | Weightage (%) |
|---|---|
| Gold | 97.36 % |
| Cash & Cash Equivalents | 2.64 % |
Fund Manager
Shyam has previously worked across different investment management roles at smallcase & True Beacon. In Shyam's words "Gold enables investors to potentially reduce portfolio volatility and gives a smoother ride towards their financial goals".
Downloads
Riskometer
Riskometer of the scheme
Riskometer of the scheme
Riskometer of the benchmark - Domestic Price of Physical Gold
This product is suitable for investors who are seeking*:
- Long term capital appreciation
- Investment in gold in order to generate returns similar to the performance of the gold, subject to tracking errors.
Investors should understand that their principal will be at High Risk
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Frequently Asked Questions
Fund Overview
GOLDCASE is the NSE/BSE symbol allotted for the Zerodha Gold ETF and has the following features:
1. It invests in physical gold bars (certified purity of 99.5% and above) made for investment purposes.
2. The physical gold is stored in a secure vault and insured against any unlikely events like losses arising out of natural calamities, theft and others.
The Zerodha Gold ETF (Symbol: GOLDCASE) invests in physical bar of gold with certified purity of 99.5% and above. The physical gold is stored in a secured vault and insured against any unlikely events such as natural calamities, theft and others
The Zerodha Gold ETF (Symbol: GOLDCASE) currently trades on the stock exchange, the minimum investment amount may vary based on the supply and demand for the ETF units in the secondary market. Investors can start investing in the Zerodha Gold ETF using their preferred stock broker.
Investment Philosophy
The Zerodha Gold ETF (Symbol: GOLDCASE) is suitable for investors with a long term investment horizon.
The Zerodha Gold ETF (Symbol: GOLDCASE) is a high risk scheme. Hence, investors are requested to be aware that their investments are at High Risk.
The Zerodha Gold ETF (Symbol: GOLDCASE) helps investors take exposure to Gold in their portfolio without the hassle of owning, storing, or securing physical gold
Mode of Investing
The Zerodha Gold ETF (Symbol: GOLDCASE) is available on all major stock broking platforms. Investors are requested to check the fund presentation on this page to get the list of the broking platforms on which the ETF is available.
Cost and Tax Implications
The expense ratio of the Zerodha Gold ETF (Symbol: GOLDCASE) is 0.31% as on Nov 19, 2024
There is no exit load applicable on the Zerodha Gold ETF (Symbol: GOLDCASE)
Taxation will only be applicable on the gains from the units of the ETF. Investors will be taxed on the gains from the units of the Zerodha Gold ETF (Symbol: GOLDCASE) as per their tax slab irrespective of the holding period
Fund Details
The NAV of the Zerodha Gold ETF (Symbol: GOLDCASE) is ₹12.0862 as on Nov 19, 2024
The Tracking Error of the Zerodha Gold ETF (Symbol: GOLDCASE) is 0.39% as on Nov 19, 2024
The AUM of the Zerodha Gold ETF (Symbol: GOLDCASE) is ₹121.08Cr as on Nov 19, 2024
There is no lock-in period for the Zerodha GOLD ETF (Symbol: GOLDCASE).