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.
Kotak Mahindra Asset Management Co Ltd manages assets worth 245,053 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A)
About Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A)
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) is a gold precious metals fund and has delivered an annualised return of 6.8% over a period of 10 years .The fund was previously known as Kotak Gold Div.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Abhishek Bisen.
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) 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.
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) NAV,AUM,Risk
The Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) fund was launched on Mar 25, 2011. The NAV (Net Asset Value) of this gold precious metals as of 2021-07-23 is ₹ 19.7178. The total AUM (Asset Under Management) of the fund as of 2021-07-26 is ₹ 947.941. The category risk of the Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) fund is Moderately High risk.
The fund charges 0.61 % as expense ratio.
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) 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 and net current assets/(liabilities)
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) 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 of Income Dis cum Cap wdrl (PIDCW-A) 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 Price of Gold TR INR
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) Review
Kotak Gold Fund of Income Dis cum Cap wdrl (PIDCW-A) 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 of Income Dis cum Cap wdrl (PIDCW-A) 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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