Wolfs Terrain—Portfolio
Bullion: Gold and Silver
Bullion: Gold and Silver
Gold and Silver are historically dominant commodities globally, an investment haven against fiat currencies. A sudden spurt in gold prices often accompanies every major crash in equity markets across the globe. It is considered an important hedge against a fall in equities
- Gold and Silver [Coins and Bars]
- Gold and Silver Mutual Funds
- Gold and Silver Exchange Traded Funds (ETF’s)
Gold/ Precious Metals—Mutual Funds {Direct Plan – Growth (Investment Horizon 3 – 10+ Years)}
| Gold/ Precious Metals—Mutual Funds | Asset Under Management (AUM – Cr) | Annualized Returns | |||
|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Since Inception | ||
| SBI Gold Fund | 15,700 | 58.50% | 32.06% | 25.15% | 11.13% |
| Aditya Birla Sun Life Gold Fund | 1,782 | 58.33% | 32.46% | 24.96% | 11.12% |
| Nippon India Gold Savings Fund | 7,223 | 58.20% | 31.83% | 24.91% | 10.91% |
| Axis Gold Fund | 2,998 | 57.60% | 31.67% | 24.75% | 10.86% |
| Kotak Gold Fund | 6,866 | 57.62% | 31.93% | 24.75% | 11.05% |
| ICICI Prudential Gold ETF FoF | 6,535 | 58.36% | 31.97% | 24.86% | 11.10% |
| HDFC Gold ETF FoF | 11,766 | 57.57% | 32.04% | 24.92% | 11.05% |
| Tata Gold ETF FoF | 1,345 | 56.17% | 42.65% | ||
| UTI Gold ETF FoF | 1,322 | 58.57% | 32.66% | 34.40% | |
| Edelweiss Gold and Silver ETF FoF | 2,965 | 88.67% | 38.78% | 40.45% | |
| Aditya Birla Sun Life Silver ETF FoF | 1,431 | 114.46% | 43.50% | 34.33% | |
| Axis Silver FoF | 1,253 | 114.04% | 44.07% | 47.75% | |
| HDFC Silver ETF FoF | 4,735 | 114.33% | 43.39% | 46.12% | |
| ICICI Prudential Silver ETF FoF | 7,059 | 115.21% | 43.51% | 34.12% | |
| Kotak Silver ETF FoF | 993 | 116.07% | 43.80% | 42.09% | |
| Nippon India Silver ETF FoF | 4,720 | 115.43% | 43.58% | 33.96% | |
| SBI Silver ETF FoF | 4,213 | 119.02% | 66.99% | ||
| Tata Silver ETF FoF | 1,154 | 111.07% | 63.13% | ||
| Motilal Oswal Gold and Silver Passive FoF | 2,730 | 72.27% | 34.90% | 37.03% | |
| Kotak Gold Silver Passive FoF | 1,069 | 40.24% | |||
Gold/ Precious Metals—Exchange Traded Funds {ETF’s}
| Gold/ Precious Metals—Exchange Traded Funds (ETF’s) | Sub-Sector | Market Cap (Cr) | Annualized Returns | |
|---|---|---|---|---|
| 1 Year | 3 Year | |||
| Nippon India Gold ETF GOLDBEES | Gold | 58,323 | 59.23% | 32.78% |
| ICICI Pru Gold ETF | Gold | 24,058 | 59.71% | 33.11% |
| SBI Gold ETF | Gold | 23,170 | 59.34% | 32.28% |
| HDFC Gold ETF | Gold | 21,056 | 58.79% | 32.53% |
| Kotak Gold ETF | Gold | 11,986 | 59.48% | 33.00% |
| Tata Gold ETF | Gold | 5,480 | 60.97% | |
| Nippon Silver ETF SILVERBEES | Silver | 29,648 | 118.35% | 45.47% |
| ICICI Pru Silver ETF | Silver | 16,848 | 119.06% | 45.82% |
| HDFC Silver ETF | Silver | 8,421 | 117.27% | 45.80% |
| SBI Silver ETF | Silver | 6,615 | 118.45% | |
| TATA Silver ETF | Silver | 5,670 | 118.74% | |
| Kotak Silver ETF | Silver | 4,150 | 118.55% | 45.72% |