Kotak World Gold Fund (Equity, International)

High
12 yrs 6 monthsStarted on:06 Jun 2008
₹ 51.47 Cras on: 25 Feb 2020
Long Term Horizon
1.38%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund will be investing in companies engaged in the extracting, processing and marketing of gold through an international fund. Its primary investment objective will be to provide long term capital appreciation by investing predominantly in units of Falcon Gold Equity Fund.

Exit Load

Within 1 year from Dt of Allotment : 1% After 1 year from Dt of Allotment : NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.91
1 Month2.44
3 Month15.58
1 YR31.85
2 YR15.28
3 YR2.62

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial101.66

Indicators

LabelValue
Standard Deviation21.82%
Sharpe Ratio0.09

Arjun Khanna

Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.

Other Funds Managed by Arjun Khanna