OtherFoF DomesticDirect · Growth
Kotak Gold Fund Growth - Direct
Kotak Mahindra · Scheme 119781
₹57.22▼ 0.09%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
32.4%
Risk level
High
Min SIP
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Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | -2.61% |
| 3 Months | -3.97% |
| 6 Months | -6.20% |
| 1 Year | +40.53% |
| 3 Years (CAGR) | +32.37% |
| 5 Years (CAGR) | +22.83% |
| 10 Years (CAGR) | +15.54% |
| Since Launch | +10.75% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns96
Consistency46
Risk-adjusted23
Downside protection67
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +32.4%
- ✓ 3Y CAGR vs category: +18.2% vs category avg
- ✓ Positive 3Y windows: 88% of rolling 3Y windows positive
- ✓ Volatility: 16% annualised
- ✓ Max drawdown: -26%
What to watch
- • Beat category: beat category in 44% of windows
- • Sharpe ratio: 0.34
- • Sortino ratio: 0.46
Risk metrics
Sharpe ratio
0.34
Sortino ratio
0.46
Volatility
15.63%
Max drawdown
-26.26%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.