Kotak World Gold Fund 5yr Returns – Fund Review

Kotak World Gold Fund 5yr Returns - Fund Review

Performance Of Kotak Mutual Fund NFO under Gold Funds

Kotak World Gold fund is a fund-of-fund. The NFO invested in Falcon gold equity funds and other overseas mutual fund schemes in the same category. According to the report, most of the investors want to choose other asset classes like fixed incomes and cash equivalent. Because of high valuations and a lack of secure changes in the global equity market. 

At this time, the gold fund can offer gradual returns. Moreover, increasing exposure to gold can reduce risks related to equities. Typically, gold funds are always to be safe. 

As of the expert’s view, 8 to 11 percent of exposure in gold funds can help to reduce concerns circling the current changes.

Market experts said that investors can invest in gold funds rather than buying solid gold. Kotak World Gold Fund is the best in the mutual fund industry. Generally, the gold fund returns depend on the changes in gold prices. So, investors can choose SIP or  STP for investing in this type of scheme. These are the best investment methods for reducing the delay or risk of such schemes.

Kotak MF’s World Gold Fund returns (%)

 Period  CAGR Return  SIP CAGR Return  Diversified Large Cap CAGR( %)
 1 Year  31.46  40.74  9.75
 3-Yr  3.69  9.93  9.92
 5 Year  3.69  6.96  5.49

Peer Companies Returns Comparison (%)

 Scheme  First Year  3- Year  5- Year
 Aditya Birla Sun Life Commodity Equities Fund  1.43  5.22  3.28
 ABSL Global Emerging Opportunities Fund  10.27  4.80  1.31
 Franklin Asian Equity Scheme  17.75  12.39  7.93

Experts Analysis About Kotak NFO:

A certified expert said that the Kotak MF’s NFO offered positive returns in the last year. Although, invests should keep an eye on the allocation of the scheme. Because the funds invest in gold mining companies. Generally, this type of firm has a seasoned business. The gold fund’s returns depend on the up and downs of gold prices in the market. If any chance gold price raises then the fund would perform well. If the gold price fell then the fund offers low returns. 

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