Other Scheme - FoF DomesticKotak Mahindra Mutual Fund

Kotak Gold Fund Growth

₹56.8940▼ 0.7184 (1.25%)

Scheme Type

Open Ended Schemes

NAV History

+91.55%

365 data points · Period: 1Y

Returns

CAGR

-1.25%

+0.09%

-1.56%

+63.86%

+32.45%

+24.22%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹19,155

+91.5%

3Y Ago

₹29,209

+192.1%

5Y Ago

₹43,040

+330.4%

Past performance ≠ future results

Fund Analytics

Score: 68.4 / 100

Performance

Total Returns

Simple return over period

+61.92%

CAGR

Compound annual growth rate

+61.92%

Growth of ₹10K

Hypothetical investment value

₹16,192

SIP XIRR

SIP internal rate of return

+57.09%

Risk

Volatility (Ann.)

Std deviation of returns

29.12%LOW

Max Drawdown

Worst peak-to-trough

-18.76%

Sharpe Ratio

Risk-adjusted return

1.92GOOD

Sortino Ratio

Downside risk-adjusted return

2.19GOOD

Benchmark

Beta

Market sensitivity

0.10DEF

Alpha

Excess return vs benchmark

+56.49%

Tracking Error

Deviation from benchmark

31.26%

Information Ratio

Alpha per unit tracking error

1.81

Treynor Ratio

Return per unit systematic risk

566.67

Capture

Upside Capture

Participation in market gains

53.48%

Downside Capture

Participation in market losses

-19.25%

Rolling Returns

1Y Rolling CAGR

Avg 19.3% (-16.0% – 116.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+61.9%+0.1%

+56.5%

3Y+32.7%+12.2%

+26.1%

5Y+24.5%+11.0%

+18.4%

Beta

1Y: 0.103Y: 0.105Y: 0.01

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹7,50,459

Total Value

₹10,50,459

*Based on historical CAGR. Projections are illustrative, not guaranteed