Precious Metal Portfolio

The Gold and Silver Accumulation Portfolio enables systematic investment in precious metals, offering a smart way to diversify and protect wealth against inflation and market volatility. By combining gold and silver mutual fund schemes, it helps investors gradually build long-term value with the stability of globally recognized assets.

3 years Annualised return

31.36% per year

Risk

High Risk

Benchmark

Domestic Price of Gold/Silver

Investment Horizon

Long term

Type

Gold & Silver Funds

Key Highlights

Low Tracking Error

Gold & Silver Portfolio invests in asset-backed mutual funds that hold physical gold and silver & with low tracking error to have efficient exposure to precious metals for long-term wealth.

Investment Mode

Gold & Silver Accumulation offers the flexibility to invest through a one-time lump sum or convenient monthly SIPs, allowing investors to build a diversified precious metals portfolio.

Beat Inflation

Precious metals like Gold and Silver, offering a smart way to diversify and protect wealth against inflation and market volatility.

Strategy Overview

Investment Strategy

The Gold and Silver Accumulation Portfolio is designed to help investors steadily build wealth through precious metals (both GOLD & SILVER), offering a reliable hedge against inflation and market uncertainty. By investing in a blend of gold and silver mutual fund schemes, this portfolio provides a balanced and disciplined approach to accumulating precious metal assets, ensuring long-term stability and diversification within your investment strategy.

Invests in units backed by physical gold & silver & regulated by SEBI
Highly liquid — can be redeemed anytime online & no storage or security concerns
Precious metals have low correlation with equity and debt markets. Adding gold and silver helps balance portfolio risk.

Who Is This For

Performance

Final Value

₹ 2,26,318

Invested Amount

₹ 1,00,000

Gain

₹ 1,26,318 (126.32%)

XIRR

31.36%

Sharpe Ratio

1.84

Max Drawdown

-12.37%

Volatility

16.68%

Market Cap Allocation

Category	Allocation	Notes
Large Cap	—	Updated quarterly
Mid Cap	—	Updated quarterly
Small Cap	—	Updated quarterly
Cash	—	Updated quarterly

Underlying holdings

Underlying funds will appear here once the advisor team publishes the portfolio composition.

Returns are not guaranteed. Final investment decisions remain with the investor.

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