Kotak Gold Fund Growth
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Kotak Gold Fund Growth invests in precious metals and commodities for portfolio diversification.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
0.0% AnnuallyAlpha
+18.6% vs +9.5% benchmarkSince Inception
+32.6% vs +5.7% benchmark3Y Annualized
+23.4% vs +4.6% benchmark5Y Annualized
Kotak Gold Fund Growth
Benchmark Index
Benchmark Performance Comparison
Kotak Gold Fund
NIFTY 50 + FD Returns
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation12.7%
Sharpe Ratio1.69
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Kotak Gold ETFUtilities99.48%
Triparty RepoUtilities0.58%
Net Current Assets/(Liabilities)Utilities-0.06%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.5%
Exit Load1
Regulatory & Tax Information
INF174K01AT3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)