Gold is relatively less correlated to other asset classes, so it can add diversification, could give you a relatively smoother NAV journey while acting as a potential hedge against inflation
You can buy gold with as little as Rs. 5000
Gold ETFs could benefit from global prices & currency depreciation- especially with the dollar weakening & expected monetary easing. Coupled with strong demand, fundamentals are strong for a bullish gold outlook
This ETF form of gold is easy to buy, sell & store, and can even be traded intra-day like stocks on major stock exchanges
Gold has delivered approximately 88%1 absolute returns in INR in the last ~ 5 years as of 31 Mar 2023
Each unit of a Gold ETF is backed by physical Gold of guaranteed high purity
Its price will be in line with the price movement of gold, with the ability for experienced investors to trade actively on the exchange
Are considering buying Gold as an investment
Value relatively low-cost investing ideas
Are an experienced investor with a well-set core portfolio of equities & bonds, looking to diversify no more than 5-10% of your portfolio into commodities
Expect short term return fluctuations and up-down market cycles
You must maintain a long-term (7+ years) outlook to maximize your return potential by investing in commodities
Investing in DSP Gold ETF is a high-risk strategy and is suitable for investor looking for prudent asset allocation
You need to open a trading account with a broker/ sub-broker
You should also have a demat account for holding the ETF units
What is an ETF?
Exchange Traded Funds, or ETFs, are a type of funds/schemes that track an index, sector, commodities or other assets, but which can be purchased or sold on the stock exchange like any regular stock. They combine the features and potential benefits of stocks or bonds and mutual funds. Like individual stocks, ETFs can be traded throughout the day at real time prices that change based on supply and demand.
What are the benefits of an ETF?
Simplicity - Buying / Selling ETFs is as simple as buying / selling any other stock on the exchange.
Realtime Trading - ETFs allow investors to take benefit of intraday movements in the market, which is not possible with open-ended Funds.
Low cost - The cost of investing in ETFs is generally lower than an active fund invested in the same market of assets.
Seamless trading - Existing investors insulated from bearing transaction costs of other investors coming in or going out.
Transparency - Holdings published daily, so investor always knows exactly what is owned.
What do you need to invest in an ETF?
You need a trading account with a broker/ sub broker and a demat account to hold the ETF units. Without these two, you won’t be able to invest in any ETF.
Who is the fund manager for the fund?
Mr. Ravi Gehani will be the fund manager of the Scheme.
All data till Date as on Mar 31, 2023
Data Source for any statistics/ figures above unless otherwise mentioned: Internal/ NSE
1Source: Bloomberg. Data as on Mar 31, 2023
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. There is no assurance of any returns/capital protection/capital guarantee to the investors in this scheme of DSP Mutual Fund.
For scheme specific risk factors, asset allocation details, load structure, investment objective and more details, please read the Scheme Information Document and Key Information Memorandum of the scheme available at the Investor Service Centers of the AMC and also available on www.dspim.com.
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DSP Gold ETF (An open ended exchange traded fund replicating/tracking domestic prices of Gold) |
This product is suitable for investor who are seeking*
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* Investors should consult their financial advisers if in doubt about whether the Scheme is suitable for them.
It is to be distinctly understood that the permission given by BSE Limited should not in any way be deemed or construed that the SID has been cleared or approved by BSE Limited nor does it certify the correctness or completeness of any of the contents of the SID. The investors are advised to refer to the SID for the full text of the Disclaimer clause of the BSE Limited.
It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Draft Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the ‘Disclaimer Clause of NSE’.
