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  • Kotak Mutual Fund
  • Kotak World Gold Fund Standard Plan (RIDCW-Q)
Kotak Mutual Fund

Kotak World Gold Fund Standard Plan (RIDCW-Q)

Precious Metals

Gold

9.28

NAV (Feb 25)

6.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Long Term Performance

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of Falcon Gold Equity Fund. The Scheme may,at the discretion of the Investment Manager,also invest in the units of other similar overseas mutual fund schemes. The Scheme may also invest a certain portion of its corpus in debt and money market securities and/or units of debt/liquid schemes of Mutual Funds,in order to meet liquidity requirements from time to time. However,there is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.7
Launched (16y ago)
Jun 06, 2008
AUM in Crores
51.467
ISIN
INF178L01137
Lock-in
No Lock-in
Benchmark
FTSE Gold Mines TR USD
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
22.2
Standard Deviation (5yr)
32.7
Beta (3yr)
0
Beta (5yr)
0.9
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0.186
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak World Gold Fund Standard Plan (RIDCW-Q)70%8,56,981 1,24,3696.5%
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.

Asset allocation and Holdings

Last updated on 2020-02-25

Top Stock Holdings

See all holdings

Comparison with Precious Metals Funds

Fund NameFund SizeLong Term Performance
Kotak Gold Fund (G)
Kotak Gold Fund (G)

₹ 1,834 cr

₹ 2,006 cr

₹ 1,834 cr

₹ 1,834 cr

₹ 1,877 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,714 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

13.1%

8.1%

16.7%

15.9%

-

5.3%

13.1%

8.1%

13.1%

8.1%

Kotak World Gold Fund Standard Plan (RIDCW-Q) Review

Kotak World Gold Fund Standard Plan (RIDCW-Q) is a Gold Precious Metals fund and has delivered an annualised return of 0.8% over a period of 16 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is null.

Nav of Kotak World Gold Fund Standard Plan (RIDCW-Q) as of 2/25/2020 is ₹9.28 with the total AUM as of 6/19/2024 is ₹51.467. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak World Gold Fund Standard Plan (RIDCW-Q) was launched on Jun 06, 2008. The category risk of the fund is High Risk.

The minimum SIP amount for Kotak World Gold Fund Standard Plan (RIDCW-Q) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Kotak World Gold Fund Standard Plan (RIDCW-Q)?

Kotak World Gold Fund Standard Plan (RIDCW-Q) is a Gold Precious Metals scheme predominantly investing across Precious Metals instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak World Gold Fund Standard Plan (RIDCW-Q)?

You can invest in Kotak World Gold Fund Standard Plan (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak World Gold Fund Standard Plan (RIDCW-Q)?

The minimum sip amount for Kotak World Gold Fund Standard Plan (RIDCW-Q) is ₹0. You can invest in multiples of ₹5000.

Is Kotak World Gold Fund Standard Plan (RIDCW-Q) good to invest in?

As per Scripbox experts, Kotak World Gold Fund Standard Plan (RIDCW-Q) is a Not Reviewed Yet fund. You can investKotak World Gold Fund Standard Plan (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak World Gold Fund Standard Plan (RIDCW-Q)?

The expense ratio of the Kotak World Gold Fund Standard Plan (RIDCW-Q) is 1.7% for regular plan.