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Kotak Mahindra Mutual Fund

Kotak Gold Silver Passive FOF - Regular Plan - Growth

TopFund Score: 85/100 · Excellent

How this score is calculated

  • Star rating (35%)—
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.1919%
  • AUM (15%)₹1,142 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Kotak Mahindra Mutual Fund · Commodities · Gold

₹15.21

-0.89 (-5.55%)

AUM: ₹1,141 Cr

NAV updated 5 days ago

Plan

Regular

Option

Growth

Expense Ratio

0.1919%

Exit Load

Nil

Fund Manager

Abhishek Bisen

Inception

Oct 2025

Benchmark

Domestic Gold and Silver Prices

Sharpe Ratio

1.37

Std Dev (1Y)

50.09%

Historical Returns (CAGR)

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

1m

-5.25%

3m

+0.25%

6m

+1.34%

1y

—

3y

—

5y

—

10y

—

since inception

+55.4%

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

Kotak Gold Silver Passive FOF - Regular 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 0.1919%, the expense ratio is roughly in line with the Gold category average of 0.19% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.37 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 50.09% annualised volatility, this is among the more turbulent funds in the Gold 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.

Sector Allocation

Unspecified 100.32%

Asset Allocation

Mutual Fund 97.71%
Repo 2.51%

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

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

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