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Fund of Funds (Domestic)regulargrowth📊 Prices of Gold

Kotak Gold Fund Growth

Kotak Mahindra Mutual Fund

#22 of 96 (1Y)

₹59.4914

0.11 (-0.19%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹59.4914

0.11 (-0.19%)

29 May 2026

AMFI: 114758

Direct · Growth

₹₹62.8562

0.12 (-0.18%)

29 May 2026

AMFI: 119781

Regular · IDCW

₹₹59.4902

0.11 (-0.19%)

29 May 2026

AMFI: 114757

Direct · IDCW

₹₹62.8557

0.12 (-0.18%)

29 May 2026

AMFI: 119780

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.76%
1 Month+4.48%
3 Months+2.27%
6 Months+27.70%
1 Year+63.03%
3 Years (CAGR)+35.81%
5 Years (CAGR)+24.76%
10 Years (CAGR)+16.78%
Since Inception (Mar 2011)+12.53%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+61.85%
3 Year SIP+46.75%
5 Year SIP+34.18%
Since Inception (Mar 2011)+15.94%

SIP since inception — what ₹21/month became

Real NAV backtest from day one

₹3,822

Invested

₹14,262

Value today

15.8%

XIRR (p.a.)

21/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹595

Value today

12.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,10,000

Withdrawn

₹25,53,370

Corpus left

+₹24,63,370 net gain — withdrew ₹9,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹30,03,153

Value today

-15.9%

vs lumpsum

Direct lumpsum would have beaten STP by 15.9% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹21/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹14,262

Benchmark

₹10,229

+₹4,033 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,57,921

Value today

3.6×

Multiple

Staying invested through that crash turned ₹1L into ₹3,57,921 — a 3.6× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,98,952

Regular plan

₹1,94,486

Direct earns ₹4,466 more on a ₹60K investment0.74% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryFund of Funds (Domestic)
Plan Typeregular
Optiongrowth
AUM₹6,384 Cr
Expense Ratio0.50%
Min SIP₹21
Min Lumpsum₹100
BenchmarkPrices of Gold ✓
Launch Date04 Mar 2011
AMFI Code114758

Risk Metrics

Trailing 1 year, annualised

1.71

Sharpe Ratio

+0.92

Alpha

-0.01

Beta

1.61

Sortino

26.93%

Std Dev

-24.16%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:Prices of Gold

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Kotak Gold Fund Growth by Kotak Mahindra Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

Kotak Gold Fund Growth is a Fund of Funds (Domestic) mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹6,384 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Prices of Gold. The current expense ratio is 0.50%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations