Are You INVESTING in GOLD the RIGHT Way? | Ankur Warikoo Hindi
Published: 2025-05-21
Status:
Available
|
Analyzed
Published: 2025-05-21
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 6
Prediction
Topic
Status
Zerodha Gold ETF (GoldBees) is recommended with a low expense ratio of 0.32%.
"Zerodha Gold ETF or Gold Case. The expense ratio is quite low. 32%"
Correct
ICICI Prudential Gold ETF is noted with an expense ratio of approximately 0.05%.
"ICICI Prudential Gold ETF. Expense ratios of around 5% are also quite large ETFs."
Incorrect
HDFC Gold ETF has an expense ratio of 0.59%.
"HDFC Gold ETF expense ratio is a bit expensive at 0.59%"
Correct
SBI Gold ETF has an expense ratio of 0.73%.
"SBI Gold ETF Expense Ratio of 0.73%"
Correct
Nippon India ETF Gold has an expense ratio of 0.82% and an Assets Under Management (AUM) exceeding 18,000 crore.
"Nipon India ETF Gold 20. Expense ratio of 82% and AUM of above 18 thousand crores."
Correct
Axis Gold Fund has an expense ratio of 0.17% and a 5-year CAGR of approximately 15%.
"Axis has a gold fund. Expense ratio of only 0.17% and 5-year CAGR is around 15%."
Pending
HDFC Gold ETF Fund of Funds has an expense ratio of 0.18%.
"HDFC Gold ETF Fund of Funds. Meaning they generate this return by investing funds in ETFs. Expense Ratio of 18%"
Correct
Invesco India Gold ETF Fund of Funds has an expense ratio of 1%.
"Invesco India Gold ETF Fund of Funds Expense Ratio of 1%"
Correct
SBI Gold Mutual Fund has an expense ratio of 1%.
"SBI Gold Expense Ratio of Again 1%"
Incorrect
Gold has historically provided an annualized average return of 13.3% in Indian Rupees over a 55-year period (1970-2025).
"The annualized average rate of return for gold in Indian Rupees in INR has been 13.3%."
Pending
The Nifty 50 has historically provided an average annual return of 12-13%.
"Nifty 50 India's top 50 companies listed on the National Stock Exchange. They have given an average annual return of 12 to 13%."
Correct
Gold is expected to act as a hedge against the stock market, remaining stable or increasing in value when the stock market declines, thereby preventing portfolio drawdowns.
"Meaning, when the stock market is down, gold usually remains stable or goes up. So it kind of prevents a drawdown."
Correct
A 50-50 portfolio of Nifty and Gold between 2007 and 2025 yielded a 12.3% return with a maximum drawdown of -34%.
"If you were to hold a 50-50 portfolio of NiFi and Gold, you would have a return of 12.3% and the maximum drawdown would have been negative 34%."
Pending
A similar market downturn experienced in a purely stock market portfolio would result in a maximum negative return of -59%, compared to -34% for a 50-50 Nifty and Gold portfolio.
"If you were purely in the stock market, the same drawdown would mean a maximum negative return of -59%."
Incorrect
Sovereign Gold Bonds (SGBs) are unlikely to be reintroduced.
"it is unlikely that SGBs will be reintroduced."
Incorrect
Gold ETFs are expected to have expense ratios ranging from 0.05% to 0.1%.
"the gold ETF expense ratios are like 5 to 1%."
Incorrect
Gold mutual funds are expected to have higher expense ratios, typically between 1% and 2%.
"So their expense ratio tends to be higher between 1 to 2%."
Correct
Gold ETFs are likely to be more tax-efficient due to their less active trading nature.
"It has been seen that ETFs become more tax efficient overall. Because they are not traded very actively."
Correct
The long-term capital gains tax, currently at 12.5%, may gradually increase to 15-20%.
"This too may gradually increase to 1520."
Incorrect
A recommended strategy for investing in gold is to start a Systematic Investment Plan (SIP) for 5-10% of the portfolio, investing consistently every month regardless of the gold price.
"if I want gold in my portfolio then I will start a SIP and I will deploy whatever percentage 5-10% of my investment that I want to put towards gold and then every month with full dedication without any interruption I will continue investing at the average pricing whether it is 1 lakh, whether it reaches 80, whether it reaches 1200."
Pending
ETFs are personally recommended over mutual funds for gold investment due to their liquidity, ease of use, and lower expense ratios, allowing for buying and selling at any time during market hours.
"If you ask me I would personally go for ETFs. Because of its liquidity, because of its ease, its low expense ratios. So it remains convenient. Like the stock market, you can buy and sell at any time."
Correct