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Kotak Gold Fund Growth

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LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Fund	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹4153 Cr	₹372 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	25 Mar 2011	14 Aug 2012
Category	Gold	Gold
Fund Type	Open Ended	Open Ended
Benchmark	Domestic Price of Gold	Domestic Price of Gold
Turn Over	4.88%	25.6%
Expense Ratio	0.5	0.66
Manager	Abhishek Bisen	Yash Dhoot
ISIN Code	INF174K01AT3	INF397L01992
Exits Load	Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365	LIC MF Gold ETF Fund of Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
1 Month	2.27%	2.71%
6 Month	31.65%	26.75%
1 Year	62.51%	62.99%
3 Year	30.9%	31.69%
5 Year	17.82%	18.45%

SIP Return Analysis

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
6 Month	14.91%	12.9%
1 Year	62.39%	66.42%
3 Year	37.32%	37.77%
5 Year	27.05%	27.52%

Rolling Lumpsum Returns

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
1 Year	7.23%	6.53%
3 Year	6.29%	7.53%
5 Year	9.69%	9.84%

Risk Management

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Standard Deviation	10.94%	13.03%
Sharp	0.62%	1.70%
Beta	0.93%	-
Alpha	-0.85%	-

Fund Managers

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Name	Abhishek Bisen	Yash Dhoot
Total AUM	₹0 Cr	₹92 Cr
Funds Managed	33	2
	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

Market Cap

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Others	100	100

Sector Allocation

Scheme Name	Kotak Gold Fund Growth	LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
Others	100	100

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