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Fund of Funds (Overseas)regulargrowth📊 Respective Overseas Benchmark(SEBI default)

Kotak World Gold Fund - Standard Plan - Growth Option

Kotak Mahindra Mutual Fund

₹11.1989

0.00 (+0.01%)

NAV as of 25 Feb 2020

Option:Growth₹11.1989IDCW₹9.2800

Today's NAV — all variants

Regular · Growth

Discontinued / Inactive

25 Feb 2020

AMFI: 133815

Direct · Growth

Discontinued / Inactive

25 Feb 2020

AMFI: 133816

Direct · IDCW

Discontinued / Inactive

25 Feb 2020

AMFI: 133817

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+2.56%
1 Month+2.44%
3 Months+13.97%
6 Months+0.83%
1 Year+31.84%
3 Years (CAGR)+2.62%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2008)+0.97%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+41.51%
3 Year SIP+16.04%
5 Year SIP
Since Inception (Jun 2008)+2.31%

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryFund of Funds (Overseas)
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkRespective Overseas Benchmark
Launch Date06 Jun 2008
AMFI Code133815

Risk Metrics

Trailing 1 year, annualised

0.68

Sharpe Ratio

Alpha

Beta

0.68

Sortino

25.87%

Std Dev

-16.42%

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:Respective Overseas Benchmark

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 World Gold Fund - Standard Plan - Growth Option by Kotak Mahindra Mutual Fund is a Fund of Funds (Overseas) 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 (Overseas) category.

About This Fund

Kotak World Gold Fund - Standard Plan - Growth Option is a Fund of Funds (Overseas) mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 17 years. It benchmarks its performance against Respective Overseas Benchmark.

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