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  • HDFC Gold Fund Regular Growth
HDFC Mutual Funds

HDFC Gold Fund Regular Plan Growth

Precious Metals

Gold
Recommended
Top Ranked

23.0825

NAV (Oct 15)

13.34%
5 Year CAGR
Scripbox Opinion
Recommended
HDFC Gold Fund (G) is recommended for investment within gold mutual funds.

Gold funds provides inflation beating growth over the long term and is suitable for investment objectives with duration specific to the chosen fund.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Good

The performance of the fund on a Long Term Performance metric has been Good

Scripbox Recommended Gold Funds
Want the gold funds that are right for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.0825

NAV (Oct 15)

Fund Returns

Last 1Y
28.2%
Last 3Y
15.2%
Last 5Y
13.3%
Last 10Y
9.4%
Since Inception
6.7%
6 Month CAGR
3.1%

Scheme Information

Investment Objective

The Scheme seeks to generate capital appreciation by investing in units of HDFC Gold Exchange Traded Fund.

Expense Ratio
0.49
Launched (0y ago)
0.49
AUM in Crores
2496.2
ISIN
INF179K01LC5
Lock-in
-
Benchmark
Domestic Price of Gold
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
10.7
Beta
0.9
Sharpe Ratio
1
YTM
-
Fund Managers

Arun Agarwal

Fund Manager

Nirman S. Morakhia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Gold Fund (G)70%10,19,290 2,86,67813.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-10-08

Top Stock Holdings

HDFC Gold Exchange Traded Fund

100.3%
100.28%

Others

0.3%
0.33%

Others

-0.6%
-0.61%
See all holdings

Comparison with Precious Metals Funds

Fund NameFund Size
kotak-mahindra
Kotak Gold Fund (G)

₹ 2,123 cr

₹ 2,496 cr

₹ 2,244 cr

₹ 2,037 cr

₹ 1,156 cr

amc-img

About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
phone-img022 – 66316333
email-imgshareholders.relations@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

5.7%

5.9%

15.2%

6.7%

20.6%

13.3%

6.5%

7.8%

6%

8.1%

HDFC Gold Fund Regular Plan Growth Review

HDFC Gold Fund Regular Plan Growth is a Gold Precious Metals fund and has delivered an annualised return of 6.68% over a period of 12 years. The fund is managed by HDFC Mutual Fund. The fund managers are Arun Agarwal, Nirman S. Morakhia.

Nav of HDFC Gold Fund as of 10/15/2024 is ₹23.08 with the total AUM as of 10/16/2024 is ₹2496.2202. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Gold Fund was launched on 2011-11-01. The category risk of the fund is Below Average.

The minimum SIP amount for HDFC Gold Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is HDFC Gold Fund?

It is a Gold Precious Metals scheme predominantly investing across Precious Metals instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Gold Fund?

You can invest in HDFC Gold Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC Gold Fund?

The minimum sip amount for HDFC Gold Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Gold Fund Regular Plan good to invest in?

As per Scripbox experts, it is a 5 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC Gold Fund Regular Plan Growth?

The expense ratio of the HDFC Gold Fund Regular Growth is 0.49% for regular plan.

What is the NAV of HDFC Gold Fund?

Today's HDFC Gold Fund Regular Growth NAV is ₹23.08.