info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Kotak Mahindra Mutual Fund

Kotak Gold Silver Passive FOF - Direct Plan - Growth

monitor_heart Health Score: 85/100 · Excellent

Kotak Mahindra Mutual Fund · Commodities · Gold

₹14.45

-0.08 (-0.55%) trending_down

AUM: ₹1,128 Cr

NAV updated 18 days ago

Plan

Direct

Option

Growth

Risk

Expense Ratio

0.19%

Exit Load

Nil

Fund Manager

Abhishek Bisen

Inception

Oct 2025

Benchmark

Domestic Gold and Silver Prices

Sharpe Ratio

1.21

Std Dev (1Y)

54.31%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-9.07%

3m

-2.2%

6m

-0.61%

1y

3y

5y

10y

since inception

+42.38%

rate_review TopFund's Take on Kotak Gold Silver Passive FOF - Direct Plan - Growth

Kotak Gold Silver Passive FOF - Direct Plan - Growth ranks among the stronger performers in the Gold category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.

Cost: At 0.19%, the expense ratio runs 27% above the Gold category average of 0.15%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.21 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 54.31% annualised volatility, this is among the more turbulent funds in its space — expect sharp swings in both directions.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Commodities fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Unspecified 100.32%

pie_chart Asset Allocation

Mutual Fund 97.57%
Repo 2.75%

Frequently Asked Questions about Kotak Gold Silver Passive FOF - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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