Kotak Gold Fund Growth
Nippon India Gold Savings Fund-Growth plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| Fund | Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4153 Cr | ₹4131 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Mar 2011 | 07 Mar 2011 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold | Domestic Price of Gold |
| Turn Over | 4.88% | 0.0% |
| Expense Ratio | 0.5 | 0.35 |
| Manager | Abhishek Bisen | Himanshu Mange |
| ISIN Code | INF174K01AT3 | INF204K01KN0 |
| Exits Load | Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Nippon India Gold Savings 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 | Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| 1 Month | 2.33% | 2.41% |
| 6 Month | 26.39% | 26.21% |
| 1 Year | 48.91% | 48.91% |
| 3 Year | 31.49% | 31.76% |
| 5 Year | 17.09% | 17.22% |
SIP Return Analysis
| Scheme Name | Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| 6 Month | 14.62% | 14.63% |
| 1 Year | 59.82% | 59.83% |
| 3 Year | 36.05% | 36.11% |
| 5 Year | 26.32% | 26.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| 1 Year | 7.12% | 6.85% |
| 3 Year | 6.12% | 5.9% |
| 5 Year | 9.62% | 8.88% |
Risk Management
| Scheme Name | Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| Standard Deviation | 10.94% | 12.99% |
| Sharp | 0.62% | 1.60% |
| Beta | 0.93% | - |
| Alpha | -0.85% | - |
Fund Managers
| Scheme Name | Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Himanshu Mange |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 10 |
| Kotak Gold Fund Growth | Nippon India Gold Savings Fund-Growth plan- Growth Option |
Market Cap
| Scheme Name |
Kotak Gold Fund Growth |
Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gold Fund Growth |
Nippon India Gold Savings Fund-Growth plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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