| Mutual Funds | ||
| Kotak Gold Fund Growth |
| OVERVIEW | FUND INFO | PORTFOLIO |
Not Rated
|
Morningstar® Category India Precious Metals |
Total Net Assets (mil) 15,761.46 INR |
|
Morningstar® Benchmark Not Categorized Used throughout report |
Fund Benchmark Price of Gold TR INR |
| TRAILING RETURNS (%) | FUND | CATEGORY | |
| 3M | 5.22 | 3.02 | |
| 6M | 10.94 | 7.74 | |
| 1Y | 12.98 | 12.31 | |
| 3Y* | 11.95 | 12.67 | |
| 5Y* | 14.11 | 14.45 | |
| 10Y* | 6.64 | 6.92 | |
| *Annualised Return | Data Through 15/03/2024 | ||
| QUARTERLY RETURNS (%) | Q1 | Q2 | Q3 | Q4 |
| 2024 | - | - | - | - |
| 2023 | 8.47 | -3.83 | -0.11 | 9.28 |
| 2022 | 6.30 | -1.91 | -1.05 | 8.28 |
| 2021 | -11.50 | 5.12 | -1.77 | 4.23 |
| 2020 | 11.38 | 10.57 | 3.37 | -0.56 |
| RISK MEASURES | |
| 3Y Alpha | - |
| 3Y Beta | - |
| 3Y R-Squared | - |
| 3Y Info Ratio | - |
| 3Y Tracking Error | - |
| 3Y Sharpe Ratio | 0.37 |
| 3Y Std Dev | 10.52 |
| 3Y Risk | - |
| 5Y Risk | - |
| 10Y Risk | - |
* Report as of 18 Mar 2024
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