Latest news with #MFGoldETF
Economic Times
03-07-2025
- Business
- Economic Times
Gold ETFs turned Rs 10,000 monthly SIP into nearly Rs 10 lakh in 5 years. Have you missed the gold rush?
Gold ETFs have delivered impressive returns over the past five years. A monthly SIP of Rs 10,000 in some funds grew to almost Rs 10 lakh. LIC MF Gold ETF and UTI Gold ETF showed strong performance. Gold ETFs saw inflows in May, indicating renewed investor interest. Experts suggest this is due to stable gold prices and global uncertainties. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Popular in MF The yellow commodity-based ETFs have turned a Rs 10,000 monthly SIP into nearly Rs 10 lakh in just five years, an analysis by ETMutualFunds showed. Around 11 funds have marked their presence in the market for the last five years. LIC MF Gold ETF turned this Rs 10,000 monthly SIP into Rs 9.93 lakh with an XIRR of 20.93% in the last five years. The total invested amount was Rs 6 lakh in the mentioned period. UTI Gold ETF turned a similar SIP investment of Rs 9.92 lakh with an XIRR of 20.87% in the said India Gold ETF turned the same SIP amount to Rs 9.91 lakh with an XIRR of 20.83%. Axis Gold ETF and ICICI Pru Gold ETF turned the monthly SIP of Rs 10,000 to Rs 9.90 lakh each with an XIRR of 20.79% and 20.77% respectively in the same time Birla SL Gold ETF, HDFC Gold ETF, and Kotak Gold ETF turned the monthly investment to Rs 9.88 lakh each in the similar time period. Aditya Birla SL Gold ETF offered an XIRR of 20.71% whereas the other two delivered an XIRR of 20.70% Gold ETF gave an XIRR of 20.59% in the last five years and turned the same SIP to Rs 9.86 lakh in the mentioned the last five years, Quantum Gold Fund ETF turned Rs 10,000 SIP to Rs 9.84 lakh followed by Nippon India ETF Gold BeES , the largest gold ETF based on assets India ETF Gold BeES turned Rs 10,000 SIP to Rs 9.83 lakh with an XIRR of 20.50% in the last five years. The scheme manages an asset of Rs 20,836 crore as on May 31, May 2025, Gold ETFs received inflows of around Rs 291 crore from an outflow of Rs 5.82 crore in April. An expert is of the opinion that the renewed traction in May signals a gradual return of investor interest, likely driven by resilient gold prices and sustained global uncertainties that reinforce gold's appeal as a strategic uptick also shows that investors are regaining confidence in gold, as it continues to offer stability amid mixed signals from equity and bond markets,' said Nehal Meshram, Senior Analyst – Manager Research, Morningstar Investment Research India.'Furthermore, the relative stability in gold prices through May have provided a more attractive entry point for investors looking to build or rebalance allocations toward safer assets,' Nehal added.
Time of India
30-04-2025
- Business
- Time of India
Gold ETFs offered up to 31% returns since last Akshaya Tritiya. Did they add shine to your portfolio?
Live Events Gold ETFs since the last Akshaya Tritiya have offered up to 31% return and have delivered an average return of 29.92%, an analysis by ETMutualFunds showed. There were around 16 ETFs based on the gold commodity that marked their presence in the said four ETFs gave over 30% return since the last Akshaya Tritiya, which was celebrated on May 10, 2024. UTI Gold ETF gave the highest return of around 30.95% since the last Akshaya Read | Akshaya Tritiya: How gold ETFs performed in last 10 calendar years LIC MF Gold ETF offered a return of 30.34% since May 10, 2024, followed by Axis Gold ETF and HDFC Gold ETF. Axis Gold ETF and HDFC Gold ETF gave 30.25% and 30.05% returns, respectively, since the last Akshaya India Gold ETF and ICICI Pru Gold ETF gave 29.99% and 29.93% returns, respectively, in the same time Birla SL Gold ETF, which gave 29.86% since the last Akshaya Tritiya, was followed by Zerodha Gold ETF, which gave 29.83% return in the same Gold ETF and Mirae Asset Gold ETF gave 29.81% return each in the same period. SBI Gold ETF and Baroda BNP Paribas Gold ETF gave 29.70% return each in the mentioned Gold ETF, Tata Gold ETF, and Edelweiss Gold ETF gave 29.68%, 29.65%, and 29.60% returns, respectively, since the last Akshaya Read | Gold & mutual funds: Which one is right for your portfolio now? Nippon India ETF Gold BeES, the last gold ETF based on assets managed, gave a 29.56% return since the last Akshaya considered all gold ETFs that have marked their presence in the same period. We calculated the performance of these gold ETFs since May 10, the above exercise is not a recommendation. The exercise was done to evaluate the performance of gold ETFs since the last Akshaya Tritiya in should not make investment or redemption decisions based on the above exercise. One should always consider risk appetite, investment horizon, and goals before making an investment decision.
Time of India
30-04-2025
- Business
- Time of India
Akshaya Tritiya: How gold ETFs performed in last 10 calendar years
2016 2017 Live Events 2018 2019 2020 2021 2022 2023 2024 2025 As India marks the auspicious festival of Akshaya Tritiya today, considered as one of the most auspicious days in the Hindu calendar for initiating new ventures and making significant purchases, particularly of gold. But beyond ornaments and coins, an increasing number of Indians have turned to Gold Exchange-Traded Funds ( ETFs ) to gain exposure to the precious looked at the performance of gold ETFs in the last 10 calendar years including 2025 so far and found that these ETFs have offered an average return of up to 26.24%.Also Read | Gold vs Nifty: Which investment gave higher SIP return in one year? In this calendar year, there were around 10 gold ETFs which have offered an average return of 10.49% with LIC MF Gold ETF being the topper. The scheme gave 10.80% in the mentioned calendar year. Axis Gold ETF, the lowest performer in 2016, gave 9.88% the calendar year 2017, gold ETFs have offered an average return of 2.73%, the lowest positive return in the last 10 calendar years. HDFC Gold ETF, the topper in the said period, gave a return of 3.97%, followed by LIC MF Gold ETF which gave 3.61% Gold ETF continued to stand at the last position in the calendar year 2017 and gave the lowest return of 0.56%.In the calendar year 2018, gold commodity based ETFs gave an average return of 7.03% with LIC MF Gold ETF being the topper. The scheme delivered a return of 7.55% in the same period. UTI Gold ETF delivered a return of 7.21% in the same calendar year and SBI Gold ETF gave the lowest return of 6.77% in Read | Gold price was just Rs 30,000 in 2014 on Akshaya Tritiya, surges by 218% in 2025 In the calendar year 2019, these ETFs based on gold gave an average return of 22.97% where Axis Gold ETF offered the highest return of 23.40%.Invesco India Gold ETF delivered a return of 23.21% in the same time period. HDFC Gold ETF offered the lowest return of 22.19% in the said time the covid times, the gold commodity based ETFs gave an average return of 26.24%, the highest average return in the last 10 calendar years. There were 10 schemes and all delivered over 25% India Gold ETF offered the highest return of 26.69% in 2019 followed by HDFC Gold ETF which gave 26.59% return in the same period. LIC MF Gold ETF, the topper in the last calendar years, gave the lowest return of 25.58% in the same the calendar year 2021, all 10 schemes gave negative returns and delivered an average return of 4.46% in the same period. This calendar year marks the only year where gold ETFs have offered negative returns in a tenure of the last 10 Gold ETF lost the most at around 5.08%, followed by Nippon India ETF Gold BeES, the oldest gold ETF. The scheme lost 4.78% in MF Gold ETF lost the lowest of around 3.94% in Read | 19 gold ETFs, one glittering choice: Here's how to pick the best one In the calendar year 2022, the gold ETFs gave an average return of 14.11%. There were 10 schemes in the category in the said period and LIC MF Gold ETF offered the highest return of 14.59% in the same period. UTI Gold ETF offered the lowest return of 13.82% in the calendar year ETFs in the calendar year 2023, gave an average return of 10.90%. Out of 14 schemes in the category in the mentioned calendar year, LIC MF Gold ETF gave the highest return of 13.82%, followed by UTI Gold ETF which gave 13.50% return in the same schemes gave single-digit returns. DSP Gold ETF, Edelweiss Gold ETF, and Baroda BNP Paribas Gold ETF gave 4.71%, 3.85%, and 3.04% returns 17 gold ETFs in the calendar year 2024 gave an average return of 18.47%. Out of 17 funds, only one gave a negative return in the same Gold ETF gave a return of 21.37% in the calendar year 2024, followed by Tata Gold ETF which gave a return of 21.23%. Axis Gold ETF gave the lowest positive return of 19.22% in the said period. Groww Gold ETF lost 2.53% in the current calendar year so far, gold ETFs have offered an average return of 25.07%. There are around 17 schemes in the category. UTI Gold ETF has offered the highest return of 26%, followed by Invesco India Gold ETF which gave 25.27% return. Tata Gold ETF offered the lowest return of 23.99% in the current calendar year so Read | Gold & mutual funds: Which one is right for your portfolio now? If after looking at the past performance, you are willing to make an investment, Vishal Dhawan, CEO, Plan Ahead Wealth Advisors , a wealth management firm in Mumbai recommends that one can look to an allocation of 5% to 10% in commodities, and if it is not there yet, additional exposure should only be taken through a SIP strategy. 'As an alternative, one can look at a combined instrument like Gold and Silver as well through a SIP,' he to a report by Ventura, 'we see considerable upside potential should geopolitical tensions escalate or global economic conditions deteriorate. US Federal rate cut actions could also be the upside trigger. Gold prices could rally significantly, possibly reaching $3,600–$3,700 per ounce, or Rs 1,01,000 – Rs 1,04,000 per 10 grams by next Akshaya Tritiya, which falls on April 19,2026. These projections reflect gold's enduring appeal as a safe haven in times of heightened uncertainty.'We considered all gold ETFs across different calendar years. We calculated the calendar year returns from January 1 to December 31 for each the above exercise is not a recommendation. The exercise was done to evaluate the performance of gold ETFs in the last 10 calendar should always make an investment decision based on investment horizon, risk appetite, and goals.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
