Kotak Gold Fund Regular Growth-0.37%

4
31.05%
1 Year Return
Others
Gold
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Gold Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.55%
NAV20.67 (28 Sep 2020)
Fund Started25 Mar 2011
Fund Size701 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Gold Fund Regular Growth
31.1%
18.1%
12.5%
7.9%
Category Average
33.4%
19.8%
12.5%
-
Rank within category
6
1
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 31.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    Cons
    1. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Kotak Gold ETF FundFinancialMutual Fund98.4%

    Fund Managers

    addAbhishek Bisen
    Education
    Mr. Bisen is a BA and MBA in Finance.
    Experience
    Prior to joining Kotak AMC, Abhishek 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.
    Funds Managed

    Kotak Gold Fund Regular Growth Details

    Kotak Gold Fund Regular Growth is a Others Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 25 Mar 2011. Abhishek Bisen is the Current Fund Manager of Kotak Gold Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹701 Cr and the Latest NAV as of 28 Sep 2020 is ₹20.67.

    The Kotak Gold Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The scheme seeks to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

    Tax Implications

    Returns are taxed as per your Income Tax slab if sold before 3 years Taxed at 20% (with indexation benefit) post 3 years

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    23 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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