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Riskometer
Value Research Rating
As on 25-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Gold Fund Regular Plan
|
|
|
High
|
Please wait... |
0.50 |
|
 |
|
High
|
Please wait... |
0.42 |
||
|
|
High
|
Please wait... |
0.79 |
|||
|
|
High
|
Please wait... |
0.50 |
|||
|
|
High
|
Please wait... |
0.59 |
1 min read•By News Desk
1 min read
Kotak Gold Fund Regular Plan is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Gold Fund Regular Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Gold Fund Regular Plan is ₹23.4653 as of 26-Sep-2023.
The AUM of Kotak Gold Fund Regular Plan Fund is ₹1,514 Cr as of 31-Aug-2023
The riskometer level of Kotak Gold Fund Regular Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
Kotak Gold ETF |
99.19
|
As of 31-Aug-2023, Kotak Gold Fund Regular Plan had invested 93% in Commodities and 7.12% in Cash & Cash Eq. See More
Kotak Gold Fund Regular Plan is 12 years 6 months old. It has delivered 7.05% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
16.70%
|
4.19%
|
12.84%
|
8.30%
|
5.50%
|
7.05%
|
The minimum SIP amount of Kotak Gold Fund Regular Plan is ₹100.
No, There is no lock in period in Kotak Gold Fund Regular Plan.
The expense ratio of Kotak Gold Fund Regular Plan is 0.50%.
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