• Mutual Funds
  • Kotak Mutual Fund
  • Kotak World Gold Fund Standard Plan (Growth)

Formerly PineBridge World Gold Std Gr

Kotak Mutual Fund

Kotak World Gold Fund Standard Plan (Growth)

Precious MetalsGold

11.199

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 Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.199

NAV (Feb 25)

Fund Returns

Last 1Y

29.8%

Last 3Y

2.6%

Last 5Y

6.5%

Last 10Y

0.4%

Since Inception

1%

6 Month CAGR

4%

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 (14y ago)

Jun 06, 2008

AUM in Crores

51.467

ISIN

INF178L01152

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)

0.187

YTM

0

Fund Managers

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2020-02-25

Top Stock Holdings

See all holdings

Compare Kotak World Gold Fund Standard Plan (Growth)

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

₹ 1,275 cr

₹ 1,289 cr

₹ 1,275 cr

₹ 1,275 cr

₹ 259 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.2%

    6.6%

    -

    -1.2%

    10.2%

    6.6%

    10.2%

    6.6%

    4.4%

    7.2%

    Kotak World Gold Fund Standard Plan (G) Review

    Kotak World Gold Fund Standard Plan (G) is a Gold Precious Metals fund and has delivered an annualised return of 1% over a period of 14 years. The fund was previously known as PineBridge World Gold Std Gr. 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 (G) as of 2/25/2020 is ₹11.20 with the total AUM as of 11/26/2022 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 (G) 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 (G) 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 (G)?

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

    How to invest in Kotak World Gold Fund Standard Plan (G)?

    You can invest in Kotak World Gold Fund Standard Plan (G) 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 (G)?

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

    Is Kotak World Gold Fund Standard Plan (G) good to invest in?

    As per Scripbox experts, Kotak World Gold Fund Standard Plan (G) is a Not Reviewed Yet fund. You can investKotak World Gold Fund Standard Plan (G) 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 (G)?

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