Kotak Gold Fund (Commodities, Commodities Gold)

Moderately High
8 yrs 12 monthsStarted on:25 Mar 2011
₹ 223.5 Cras on: 20 Feb 2020
-
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)
YTD5.63
1 Month3.86
3 Month8.17
1 YR22.72
2 YR15.96
3 YR11.30

SIP Returns

TenureReturns (CAGR)
1 YR34.29
2 YR23.76
3 YR18.06
5 YR12.12

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation11.98%
Beta0.93%
Sharpe Ratio0.51

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