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Fund of Funds (Domestic)High📊 NIFTY 50 TRI(SEBI default)

Tata Gold ETF Fund of Fund · Regular · Growth

Tata Mutual Fund

#30 of 101 (1Y)

NAV

₹22.6833

as of 17 Jun 2026

Expense Ratio

0.71%

AUM

₹1,206 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
High
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Lumpsum returns (CAGR)

1Y
+47.74%
3Y
5Y
Since Inception
+40.49%

SIP returns (XIRR)

1Y
+38.28%
3Y
5Y
Since Inception
+43.19%

Beat the benchmark — ₹150/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹6,710

Benchmark

₹4,322

+₹2,388 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹150/month became

Real NAV backtest from day one

₹4,350

Invested

₹6,710

Value today

40.4%

XIRR (p.a.)

150/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹10,953

Value today

38.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹11,92,469

Value today

-9.3%

vs lumpsum

Direct lumpsum would have beaten STP by 9.3% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

1.57

Sharpe Ratio

+0.79

Alpha

0.04

Beta

1.48

Sortino

26.74%

Std Dev

-24.29%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseTata Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 TRI ✓
Launch Date02 Jan 2024
AMFI Code152290
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹150

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Tata Gold ETF Fund of Fund · Regular · Growth by Tata Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

Tata Gold ETF Fund of Fund · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Tata Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,206 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.71%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations