InvestVerdict
Kotak World Gold Fund
· · Mutual fund · Scheme code 133814
Fund houseKotak Mahindra Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History5.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.44 | 13.96 | 0.83 | 31.84 | 2.61 | 6.13 | — | — | 4.50 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 32.0% | -0.12 | -0.18 | — | — | -45.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 193 | -33.1% | -0.2% | 114.5% | 51% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.