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  • Mutual Funds
  • Kotak Mahindra Asset Management Co Ltd
  • Kotak Gold fund (Growth)

Formerly Kotak Gold Gr

Kotak Gold fund (Growth)

Kotak Gold fund (Growth)

Other

Fofs Domestic

20.6787

NAV (Nov 20)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

9 Years

Relative Size

770 Cr

Category View

Consistency Of Performance

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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Scheme Information

Investment Objective

The investment objective of the scheme is to generate returns that are in line with the returns on investment in physical gold,subject to tracking errors.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

0.54 %

Expense Ratio

Mar 25, 2011

Launched (9y ago)

₹ 770

AUM in Crores

INF174K01AT3

ISIN

No Lock-in

Lock-in

Domestic Price of Gold

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Abhishek Bisen

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Kotak gold etf

97.9%
97.9%

Triparty repo

2%
2%

Net current assets/(liabilities)

0.1%
0.1%
See all holdingsright-arrow
allocation by market cap
comparison

Comparison with Other Funds

ICICI Prudential Debt Management Fund FOF (G)

ICICI Prudential Debt Management Fund FOF (G)

Fofs Domestic

17 Years

Age

0

Track Record

HDFC Gold Fund (G)

HDFC Gold Fund (G)

Fofs Domestic

9 Years

Age

0

Track Record

Kotak Gold fund (G)

Kotak Gold fund (G)

Fofs Domestic

9 Years

Age

0

Track Record

Nippon India Gold Savings Fund (G)

Nippon India Gold Savings Fund (G)

Fofs Domestic

9 Years

Age

0

Track Record

BHARAT Bond FOF April 2023 fund (G)

BHARAT Bond FOF April 2023 fund (G)

Fofs Domestic

1 Years

Age

0

Track Record

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 200,010 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    7.1%

    3Y returns

    Kotak Standard Multicap fund (G)

    Kotak Standard Multicap fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 29,807 Cr

    Fund Size

    6.2%

    3Y returns

    Kotak Savings Fund (DP-M)

    Kotak Savings Fund (DP-M)

    Ultra Short

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    5.6%

    3Y returns

    Kotak Savings Fund (DR-D)

    Kotak Savings Fund (DR-D)

    Ultra Short

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    5.2%

    3Y returns

    Kotak Savings Fund (DP-W)

    Kotak Savings Fund (DP-W)

    Ultra Short

    Top Ranked

    ₹ 13,539 Cr

    Fund Size

    5.3%

    3Y returns

    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
      3 years
    • 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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 11.25 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Kotak Gold fund (G)

    About Kotak Gold fund (G)

    Kotak Gold fund (G) is a fofs domestic other fund and has delivered an annualised return of 7.8% over a period of 9 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 that are in line with the returns on investment in physical gold,subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.

    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 fofs domestic other as of 2020-11-20 is ₹ 20.6787. The total AUM (Asset Under Management) of the fund as of 2020-11-22 is ₹ 769.797. The category risk of the Kotak Gold fund (G) fund is Moderately High risk. The fund charges 0.54 % as expense ratio.

    Kotak Gold fund (G) Holdings

    The fund’s highest allocation is towards others and has invested 3.8% in this asset class. The top three holdings of the fund are kotak gold etf,triparty repo and 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.

    Kotak Gold fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Domestic Price of Gold

    Kotak Gold fund (G) Review

    Kotak Gold fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Gold fund (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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