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Tata Gold ETF Fund of Fund Direct Plan Growth Option

Tata · Scheme 152287

21.77 0.07%NAV · 2026-08-05
81
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-2.56%
3 Months-3.97%
6 Months-5.92%
1 Year+39.55%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+35.72%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency50
Risk-adjusted59
Downside protection71
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return: +39.5%
  • 1Y return vs category: +32.0% vs category avg
  • Sharpe ratio: 1.22
  • Max drawdown: -24%
  • Direct plan: no distributor commission

What to watch

  • Volatility: 22% annualised

Risk metrics

Sharpe ratio
1.22
Sortino ratio
1.43
Volatility
22.42%
Max drawdown
-24.32%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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