Kotak Gold Fund Growth

Fund House: Kotak Mahindra Mutual Fund
Category: Fund of Funds-Domestic-Gold
Launch Date: 18-03-2011
Asset Class: Commodity/Energy
Benchmark: Domestic Price of Gold
TER: 0.5% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,834.9 Cr As on 31-03-2025(Source:AMFI)
Turn over: 3.85% | Exit Load: Exit load of 1%, if redeemed within 15 days.

36.7943

9.68%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Domestic Price of Gold
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.94
Sharpe Ratio 0.62
Alpha -0.85
Beta 0.93
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Gold Fund Growth 18-03-2011 27.62 23.36 19.24 12.73 12.05
UTI Gold ETF Fund of Fund - Regular Plan - Growth Opton 28-10-2022 28.74 23.81 - - -
Quantum Gold Fund 22-02-2008 28.4 23.64 19.82 13.94 12.32
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth 01-10-2011 28.27 23.74 19.82 12.59 12.15
SBI Gold Fund Regular Plan - Growth 30-09-2011 28.17 23.87 20.05 11.2 12.13
LIC MF Gold ETF Fund of Fund-Regular Plan-Growth 14-08-2012 28.15 23.07 20.11 13.77 11.53
Quantum Gold Savings Fund - Regular Plan Growth Option 01-04-2017 28.1 23.75 19.92 13.18 -
Aditya Birla Sun Life Gold Fund-Growth 20-03-2012 28.07 23.71 19.72 12.8 12.01
Axis Gold Fund - Regular Plan - Growth Option 14-10-2011 27.95 23.49 19.97 12.73 11.71
Nippon India Gold Savings Fund-Growth plan- Growth Option 05-03-2011 27.94 23.6 19.74 12.96 11.89

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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