Does gold have a place in your portfolio?

Zerodha Educate

03-08-2021 • 43 mins

Gold is probably one of the most controversial and perplexing asset classes. Some well-known investors like Warren Buffett call it useless while other investors take the middle path and recommend small allocations. As for investors, they often struggle to think about it in a portfolio construct. So we caught up with Chirag Mehta, senior fund manager at Quantum Asset Management who also manages the Quantum Gold Fund.

In this conversation, Chirag talks about:

  1. His journey into the markets
  2. His perspective of what happened in the markets last year
  3. What moves gold prices
  4. Why do Indians love gold so much?
  5. Historical performance of gold in India vs equities and bonds
  6. Pros and cons of various gold options like physical gold, gold ETFs, Sovereign Gold Bonds, Gold Mutual Funds etc
  7. What roles gold plays in a portfolio
  8. How much to invest in gold
  9. His thoughts on some popular arguments against investing gold
  10. Central banks actions and their impact on gold going forward
  11. How do Indian gold ETFs and Mutual Funds manage their gold, where do they store it, safety measures etc
  12. Things to keep in mind when picking gold funds
  13. His personal investment philosophy
  14. Some unique stories from his career
  15. Some reading recommendations

You can explore gold mutual funds on Coin and gold ETFs on Kite.

If you have any questions about investing in gold, you can post your queries here and we'll answer them.

Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. This show is for informational and educational purposes only and should not be construed as investment advice or a solicitation to invest. Please consult your financial advisor before making any investment decisions.