Zerodha Gold ETF FoF
A simple and efficient fund to take gold exposure in your portfolio
Returns
N/A
AUM
₹18.75Cr
Risk
High
Min. Investment
₹500
Ideal for
Long Term
Diversification
Gold Exposure
About the fund
Zerodha Gold ETF FoF is a fund that gives exposure in gold asset class by investing in units of Gold ETF.
Zerodha Gold ETF FoF is a fund that gives exposure in gold asset class by investing in units of Gold ETF.
Culturally, in India, Gold is deeply valued as an adornment for weddings, festivals and more. As per the World Gold Council, Indian households collectively hold close to $2 trillion worth of gold. As an investments, 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 path towards achieving your financial objectives.
Underlying asset of this mutual fund (Gold ETF) is backed by physical gold. Hence, this fund offers a simple & efficient way to take exposure to gold asset class. You don’t have to take the hassle of owning, storing, or securing physical gold and can also invest regularly through SIPs.
The fund might be suitable for someone who is looking for investing with a long term horizon in mind. You can choose to start investing with an investment amount as low as ₹500.
Past Performance
Tax Implication
Investment period <= 2 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 > 2 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 (%) |
|---|---|
| Zerodha Gold Etf | 99.89 % |
Fund Managers
Kedar has an experience of 17 years in financial markets, across multiple roles at Aditya Birla Sunlife AMC Ltd (ABSLAMC), including fund management for passive products, where he managed 13 ETFs and Index Funds in equity & commodity. Kedar's belief in his own words is - "Passive investing uses the collective intelligence of the market instead of manually picking stocks and works for most investors."
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*:
- To generate capital appreciation over long term.
- Investments in units of Gold ETF which in turn invest in Physical Gold.
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.
Other Funds
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Frequently Asked Questions
Fund Overview
Zerodha Gold ETF FoF is a fund that gives exposure in gold asset class by investing in units of Gold ETF. Underlying asset of this fund i.e. Gold ETF is backed by physical gold. Hence, this fund offers a simple & efficient way to take exposure to gold asset class. You don't have to take the hassle of owning, storing, or securing physical gold and can also invest regularly through SIPs.
Investors can invest under the Scheme with a minimum investment of ₹ 500.
Zerodha Gold ETF FoF does not require you to buy or store physical gold. Instead, underlying asset of this fund i.e. Gold ETF is backed by physical gold. This eliminates security, storage concerns and potential theft which is a possibility with physical gold ownership.
Investment Philosophy
Zerodha Gold ETF FoF is a high risk scheme. Hence, investors are requested to be aware that their investments are at High Risk.
The choice between Zerodha Gold ETF FoF and Zerodha Gold ETF depends on your preference:
Zerodha Gold ETF: Ideal if you have a demat account and prefer trading gold like stocks on the exchange. It offers real-time trading flexibility.
Zerodha Gold ETF FoF: Ideal if you want the convenience of mutual funds, including the ability to set up SIPs.
Cost and Tax Implications
There is no exit load applicable on the Zerodha Gold ETF FoF.
Investors investing in the Zerodha Gold ETF FoF will be taxed only on the capital gains based on different time periods of investments:
- For investment period <= 2 year
- For Investment period > 2 year (Before 1st April 2025)
- For Investment period > 2 year (Starting from 1st April 2025)
Gains/profits are treated as short-term capital gains & taxed as per your tax slab (plus 4% cess and surcharge, if any)
Gains/profits are treated as long-term capital gains and taxed as per your tax slab (plus 4% cess and surcharge, if any)
Gains/profits are treated as long-term capital gains and taxed at 12.5% (plus applicable surcharge and 4% cess)