Kotak Gold Fund Direct Growth

Commodities
Gold
High Risk
15.67%
3Y annualised
+0.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹31.08
Min. SIP amount₹100
Rating3
Fund size₹2,123.41Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Commodities Gold
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.9%15.7%13.3%6.8%
Category average29.2%16.0%13.3%NA
Rank with in category795NA
Understand terms

Holdings (1)

NameSectorInstrumentAssets
NAMutual Fund99.61%

Pros and cons

Category: Commodities Gold

Pros

5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.16%

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower alpha: -0.67 The fund has generated returns lower than benchmark - Domestic Price of Gold - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.16%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Abhishek Bisen
Jan 2013 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Jeetu Valechha Sonar
Oct 2022 - Present
View details

Education
Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience
Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Kotak Gold Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.4.4
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ