Return
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- 3M
- 6M
- 1Y
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹51 Cr
Lock In Period
N/A
Expense Ratio
1.38
Benchmark
N/A
Exit Load
1.00% of the applicable NAV if redeemed within 1 year from the date of allotment.
Summary
Latest details for Kotak World Gold Fund - Growth include a ₹ NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Kotak World Gold Fund - Growth AUM is ₹51 Cr, with a lock-in of N/A years, expense ratio of 1.38%, and benchmark N/A. Exit load is - 1.00% of the applicable NAV if redeemed within 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.31% and a category best of 3.68%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.31 | 3.68 |
| 6M | 0.00 | 1.70 | 57.37 |
| 1Y | 0.00 | 6.59 | 149.50 |
| 3Y | 0.00 | 16.36 | 258.68 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2020-01-31
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About Fund
Kotak World Gold Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Gold Fundscheme with Assets Under Management of ₹51 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.38. Under the expert guidance of Arjun Khanna ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundKotak World Gold Fund - Growth | 0 | 51.47 CR | 1.38 |
| This FundICICI Prudential Gold ETF FOF Growth | 4 | 6534.72 CR | 0.51 |
| This FundQuantum Gold Savings Fund - Growth | 3 | 512.38 CR | 0.49 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak World Gold Fund - Growth | 29.8018 | 8.0679 |
| This FundICICI Prudential Gold ETF FOF Growth | 83.797 | 178.3395 |
| This FundQuantum Gold Savings Fund - Growth | 84.5813 | 178.4668 |
FAQs
Kotak World Gold Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak World Gold Fund - Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak World Gold Fund - Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Kotak World Gold Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak World Gold Fund - Growth is ₹51 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak World Gold Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500