• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Gold Fund (Growth)

Formerly Kotak Gold Gr

Kotak Mutual Fund

Kotak Gold Fund (Growth)

Precious MetalsGold

Recommended

Top Ranked

19.5954

NAV (Jan 28)

10.4%
5 Year CAGR
Scripbox Opinion

Recommended

Kotak Gold Fund (Growth) is recommended for investment within gold mutual funds.

Gold funds provides inflation beating growth over the long term and is suitable for investment objectives with duration specific to the chosen fund.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

1,170 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Invest in this fund as part of a scientific Scripbox plan. Explore the plan below.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

Historical NAV

19.5954

NAV (Jan 28)

Fund Returns

Last 1Y

-2.1%

Last 3Y

13.8%

Last 5Y

10.4%

Last 10Y

4.1%

Since Inception

6.5%

6 Month CAGR

0.7%

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Scheme Information

Investment Objective

The investment objective of the scheme is to generate returns by investing inunits of Kotak Gold Exchange Traded Fund.

Expense Ratio

0.53

Launched (11y ago)

Mar 25, 2011

AUM in Crores

1169.576

ISIN

INF174K01AT3

Lock-in

No Lock-in

Benchmark

Price of Gold TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhishek Bisen

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Precious Metals Funds

Fund NameScripbox OpinionFund SizeTrack Record
amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 291,674 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Kotak Gold Fund (G)
    Kotak Gold Fund (G)

    13.8%

    6.5%

    5.5%

    7.4%

    19.3%

    %

    13.8%

    6.5%

    13.8%

    6.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    About Kotak Gold Fund (G)

    About Kotak Gold Fund (G)

    Kotak Gold Fund (G) is a Gold Precious Metals fund and has delivered an annualised return of 6.5% over a period of 10 years. The fund was previously known as Kotak Gold Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Abhishek Bisen.

    Kotak Gold Fund (G) Investment Objective

    The investment objective of the scheme is to generate returns by investing inunits of Kotak Gold Exchange Traded Fund. . However, there is no assurance that the objective of the scheme will be realized. Currently, the fund is recommended by Scripbox.

    Kotak Gold Fund (G) NAV,AUM,Risk

    The Kotak Gold Fund (G) fund was launched on Mar 25, 2011. The NAV (Net Asset Value) of this Gold Precious Metals fund as of 28/01/2022 is ₹19.60. The total AUM (Asset Under Management) of the fund as of 29/01/2022 is ₹1169.576. The category risk of the Kotak Gold Fund (G) fund is Moderately High risk. The fund charges 0.53 % as expense ratio.

    Kotak Gold Fund (G) Holdings

    The fund’s highest allocation is towards Others and has invested 3.7% in this asset class. The top three holdings of the fund are , kotak gold etf , triparty repo , net current assets/(liabilities)

    Kotak Gold Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.