Kotak Mahindra Mutual Fund · Fund of Funds · Domestic · Direct plan
Kotak Gold Fund - Direct Plan - Growth
₹54.9788NAV on 2 Nov 2026Expense ratio 0.15%
3 Nov 2025NAV low 48.69 · high 70.95+12.7%
In plain words
Over 3 years it returned +29.4% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.1%.
On 3-year return it ranks 18 of 71 funds in Domestic.
A monthly SIP over 10 years ended ₹72,899 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -7.4% | +4.6% |
| 3 months | -3.8% | -3.8% |
| 6 months | -8.9% | -1.6% |
| 1 year | +12.6% | -8.1% |
| 3 years (yearly) | +29.4% | +8.0% |
| 5 years (yearly) | +21.9% | +6.5% |
| 10 years (yearly) | +15.0% | +11.7% |
| Since start (yearly) | +10.2% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,495 | -8.3% |
| 3 years | ₹3,60,000 | ₹5,29,887 | +26.7% |
| 5 years | ₹6,00,000 | ₹11,18,574 | +25.2% |
| 10 years | ₹12,00,000 | ₹32,79,298 | +19.1% |
Other plan of this fund: Kotak Gold Fund - Regular Plan - Growth