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Edelweiss Mutual Fund

Edelweiss Gold ETF

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 90/100 · Excellent

How this score is calculated

  • Star rating (35%)5/5
  • 3Y CAGR (30%)42.31%
  • Expense ratio (20%)0.12%
  • AUM (15%)₹53 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Edelweiss Mutual Fund · Commodities · Gold

₹9.32

-141.12 (-93.8%)

AUM: ₹52 Cr

NAV updated 1 day ago

Plan

Direct

Option

Growth

Expense Ratio

0.12%

Exit Load

Exit load of 0.1%, if redeemed within 15 days.

Fund Manager

Bhavesh Jain

Inception

Mar 2026

Benchmark

Domestic Price of Gold

Sharpe Ratio

0.91

Std Dev (1Y)

27.44%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-6.14%

3m

+7.78%

6m

+4.24%

1y

+32.38%

3y

+42.31%

5y

—

10y

—

since inception

+36.01%

TopFund's Take on Edelweiss Gold ETF

Edelweiss Gold ETF ranks among the stronger performers in the Gold category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 90/100.

Cost: At 0.12%, the expense ratio is meaningfully cheaper — about 37% below the Gold category average of 0.19% (based on 294 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.91 — decent risk-adjusted performance, without being exceptional. Separately, with 27.44% annualised volatility, this is among the more turbulent funds in the Gold space — expect sharp swings in both directions.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Commodities fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.28%

Asset Allocation

Mutual Fund 100.19%
CBLO 0.57%

Frequently Asked Questions about Edelweiss Gold ETF

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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