The Wealth Company Gold ETF - Regular Plan - Growth
Mutual Fund · Other Scheme - Gold ETF · As of 18 Oct 2026, 6:58 pm
Below-average risk-adjusted performance. Volatility here hasn't been well compensated by returns over the trailing period. Worth comparing directly against 2-3 category peers before deciding this is the right vehicle.
DalalBaazaar Score
39/ 100
Weak
Weighted across five categories. Every point is explained below.
✗ Only 0.8 years of history — too short to judge through a full cycle
Investment Checklist
1 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✗ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹144.52
As of
16 Oct 2026
Fund History Available
0.8 yrs
Short history — treat all return figures with caution
Since-Inception Return (CAGR)
9.3%
Only 0.8 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
27.5%
High volatility
Sharpe Ratio (est.)
0.22
Weak risk-adj. return
Max Drawdown
-21.0%
Notable drop seen
Category
Other Scheme - Gold ETF
Fund House
The Wealth Company Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,58,933
Estimated Gain
₹1,58,933
Risk Flags
Estimated Sharpe ratio (0.22) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
