Kotak Gold Fund Growth

Gold Funds NAV 24.7497 0 08 December, 2023

Fund Details

Fund Type Open Ended
Investment Plan Growth
Launch Date 18 March, 2011
Benchmark Domestic Price of Gold
Asset Size(Cr) 1459.7794
Turn over 4.88%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Exit load of 1%, if redeemed within 15 days.
Expense Ratio 0.5
Fund Manager Abhishek Bisen, Jeetu Valechha Sonar
Fund House Kotak Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W 3.7% 0.33% 0.89%
1 M 2.3% 1.68% 2.32%
3 M 1.75% 2.58% 4.99%
6 M 0.31% 5.48% 20.5%
1 Y 19.57% 7.16% 17.38%
2 Y 12.07% 5.04% 12.6%
3 Y 4.43% 5.69% 7.07%
5 Y 12.55% 8.07% 13.14%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 12.55 0.25 -1.9 0.92
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 1.12%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Gold Fund Growth 19.57% 4.43% 12.55%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

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Kotak Gold Fund: Promoting Capital Growth

Everyone has a desire to become financially stable, and to achieve the same he/she makes diligent efforts. Investments in mutual fund programme help a lot in achieving the set financial goals. And thus, various asset management companies(AMCs) present in the market are indulged in providing different solutions to cater the desired needs.

The Kotak Mutual Fund which is one of the best-performing AMCs in India which is also involved in providing the foremost MF programmes to its clients. In order to cater the diversified needs, it is formulating such schemes which have helped many investors in attaining their investment goals. Kotak Gold Fund is one of the prominent plans designed by Kotak MF which is yielding higher returns and desired growth.

We at MySIPonline are having the best solution for you to cater all your investment-related needs. You can make monies by investing in SIP and using the SIP calculator to make a better decision as well. Here we have provided you with the overview of Kotak Gold scheme which would help you to know about it in more detail.

Kotak Gold Fund Growth - Basic Information

  • It is an open-ended scheme which falls under the Fund of Funds- Commodity-oriented class.
  • It aims to generate returns by investing in the units of Kotak Gold Exchange Traded Fund(ETF).
  • The minimum requirement of the amount to invest under this is Rs.5000.
  • In case the investment is redeemed within one year, then an exit load of 1% is charged.
  • It is a growth-oriented scheme, and thus aims to provide wealth in the future.

Performance Review:

  1. Kotak Gold Fund NAV has shown an appreciable record till date by enhancing the worth of investments.
  2. The absolute returns generated by this plan for the 1st quarter of 2016 is 14.3%.
  3. On comparing the performance of the plan with the average of its category returns, it can be concluded that it offers expected results to the investors.
  4. It is beneficial for a moderate period of time as it provides the highest annualised return of 13.70% in a duration of one year.

Kotak Gold Fund(G) - Portfolio Analysis

  1. The asset size of this plan amounts to Rs.209.32 crores as on 29th July 2016, which is wholly invested in the gold ETFs.
  2. No sector specific allocation is there in this plan, and the investments are diversified as per the nature of Kotak Gold ETF only.

Furthermore, the peer comparison shows that the Kotak Gold is among the top-performing schemes of its category and would definitely make one meet the investment goals.

So, if you too desire to invest your hard-earned monies into one of the most promising strategies and want to create wealth for your future, then you can add this scheme to your portfolio to make it worthwhile.

We are always ready to cater your investment-related requirements and thus have different solutions for the same. You can get associated with us and take the best decisions for creating a fortune.

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