Kotak Gold Fund
Direct · Growth ₹60.96
22 Apr 2026
NAV
10.6%
3Y CAGR
10.4%
5Y CAGR
10.2%
10Y CAGR
10.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.97
Sharpe
-26.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.47 L | 14.0% | -21.5% | 166.1% |
| 3 Years | ₹36.00 L | ₹41.20 L | 12.6% | -8.7% | 65.2% |
| 5 Years | ₹60.00 L | ₹79.98 L | 12.6% | -1.2% | 42.6% |
| 10 Years | ₹1.20 Cr | ₹2.27 Cr | 13.5% | 8.3% | 25.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 14.0% | 1.9% | +12.2% |
| 3 Years | 12.6% | 11.7% | +0.9% |
| 5 Years | 12.6% | 11.3% | +1.4% |
| 10 Years | 13.5% | 12.0% | +1.5% |