Kotak Gold Fund (Commodities, Commodities Gold)

Moderately High
8 yrs 11 monthsStarted on:25 Mar 2011
₹ 205.09 Cras on: 21 Jan 2020
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0.70%
-

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

Exit Load

i. For redemptions/switchouts within 6 months from the date allotment of units : 2 % ii. For redemptions/switchouts after 6 months but before 1 year from the date allotment of units : 1 % iii. For redemptions/switch-out after 1 year from the date of allotment : NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.83
1 Month4.83
3 Month3.43
1 YR24.22
2 YR15.14
3 YR10.40

SIP Returns

TenureReturns (CAGR)
1 YR29.22
2 YR20.87
3 YR16.02
5 YR10.81

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation11.88%
Beta0.92%
Sharpe Ratio0.45

Abhishek Bisen

Mr. Bisen is a BA and MBA in Finance.
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.

Other Funds Managed by Abhishek Bisen