…

ReviewPlan n/a · Option n/aPrefer peers first

KOTAK GOLD ETF

Kotak Mahindra Mutual Fund Other Scheme - Gold ETF19.3 years

NAV: 116.169; 30 Oct 2026
1Y: +15.8%; Trailing CAGR
AUM: ₹13,566.53 Cr; 31 Aug 2026
Volatility: n/a; History still thin

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 30 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer ANGEL ONE GOLD ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
19.3 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -98.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
35% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+15.8%
3Y+30.5%
5Y+22.8%
10Y-8.3%
SI-10.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-6.2%
3Y+28.9%
5Y+26.4%
10Y+3.7%

Since inception: -10.0%; Calendar-day CAGR
Excess 1Y: +0.0%; Category median, same plan and option
3Y win rate: +35%; Windows beating the median
3Y percentile: 33; Vs comparable share classes
SIP 3Y XIRR: +28.9%; Simulated monthly SIP
Worst rolling 3Y: -57.8%; 3923 daily-ending windows
Median rolling 3Y: +5.9%; Calendar-day CAGR
Positive rolling 5Y: +29%; 3439 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -98.8%; Worst peak-to-trough
Current: -96.4%; Below last peak
Current spell: 4811 days; Days below latest peak
Time below peak: +97%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 15 days; 77 recovered episodes
Longest recovery: 200 days; Trough to prior peak

28 Aug 2013 – open
Trough 28 Sept 2021 · not recovered
-98.8%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.2%
10 Oct 2008 – 30 Jan 2009
Trough 24 Oct 2008 · recovered in 98 days
-22.5%
15 Jul 2008 – 8 Oct 2008
Trough 11 Sept 2008 · recovered in 27 days
-20.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
33
Vs category
50
Consistency
46
Risk-adjusted
n/a
Drawdown
0
Mean
32

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 57% of rolling 1-year windows.

Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.

Portfolio

31 Aug 2026 · 2 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Commodities
98.5%
Cash
1.5%

Sectors

Unspecified
100.0%

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

All funds

ReviewPlan n/a · Option n/aPrefer peers first

KOTAK GOLD ETF

Kotak Mahindra Mutual Fund Other Scheme - Gold ETF19.3 years

NAV: 116.169; 30 Oct 2026
1Y: +15.8%; Trailing CAGR
AUM: ₹13,566.53 Cr; 31 Aug 2026
Volatility: n/a; History still thin

Oct 2024 – Oct 2026

All funds

ReviewPlan n/a · Option n/aPrefer peers first

KOTAK GOLD ETF

Kotak Mahindra Mutual Fund Other Scheme - Gold ETF19.3 years

NAV: 116.169; 30 Oct 2026
1Y: +15.8%; Trailing CAGR
AUM: ₹13,566.53 Cr; 31 Aug 2026
Volatility: n/a; History still thin

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 30 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer ANGEL ONE GOLD ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
19.3 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -98.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
35% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

NAV

30 Oct 2026 · +15.8% over 1Y

116.169

Oct 2025100.3482 – 145.7069Oct 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+15.8%
3Y+30.5%
5Y+22.8%
10Y-8.3%
SI-10.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-6.2%
3Y+28.9%
5Y+26.4%
10Y+3.7%

Since inception: -10.0%; Calendar-day CAGR
Excess 1Y: +0.0%; Category median, same plan and option
3Y win rate: +35%; Windows beating the median
3Y percentile: 33; Vs comparable share classes
SIP 3Y XIRR: +28.9%; Simulated monthly SIP
Worst rolling 3Y: -57.8%; 3923 daily-ending windows
Median rolling 3Y: +5.9%; Calendar-day CAGR
Positive rolling 5Y: +29%; 3439 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -98.8%; Worst peak-to-trough
Current: -96.4%; Below last peak
Current spell: 4811 days; Days below latest peak
Time below peak: +97%; NAV observations

Drawdown

30 Oct 2026

-96.4%

Jul 2007-98.8% – 0.0%Oct 2026

Average recovery: 15 days; 77 recovered episodes
Longest recovery: 200 days; Trough to prior peak

28 Aug 2013 – open
Trough 28 Sept 2021 · not recovered
-98.8%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.2%
10 Oct 2008 – 30 Jan 2009
Trough 24 Oct 2008 · recovered in 98 days
-22.5%
15 Jul 2008 – 8 Oct 2008
Trough 11 Sept 2008 · recovered in 27 days
-20.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
33
Vs category
50
Consistency
46
Risk-adjusted
n/a
Drawdown
0
Mean
32

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 57% of rolling 1-year windows.

Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.

Portfolio

31 Aug 2026 · 2 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Commodities
98.5%
Cash
1.5%

Sectors

Unspecified
100.0%

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 30 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer ANGEL ONE GOLD ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
19.3 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -98.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
35% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+15.8%
3Y+30.5%
5Y+22.8%
10Y-8.3%
SI-10.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-6.2%
3Y+28.9%
5Y+26.4%
10Y+3.7%

Since inception: -10.0%; Calendar-day CAGR
Excess 1Y: +0.0%; Category median, same plan and option
3Y win rate: +35%; Windows beating the median
3Y percentile: 33; Vs comparable share classes
SIP 3Y XIRR: +28.9%; Simulated monthly SIP
Worst rolling 3Y: -57.8%; 3923 daily-ending windows
Median rolling 3Y: +5.9%; Calendar-day CAGR
Positive rolling 5Y: +29%; 3439 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -98.8%; Worst peak-to-trough
Current: -96.4%; Below last peak
Current spell: 4811 days; Days below latest peak
Time below peak: +97%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 15 days; 77 recovered episodes
Longest recovery: 200 days; Trough to prior peak

28 Aug 2013 – open
Trough 28 Sept 2021 · not recovered
-98.8%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.2%
10 Oct 2008 – 30 Jan 2009
Trough 24 Oct 2008 · recovered in 98 days
-22.5%
15 Jul 2008 – 8 Oct 2008
Trough 11 Sept 2008 · recovered in 27 days
-20.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
33
Vs category
50
Consistency
46
Risk-adjusted
n/a
Drawdown
0
Mean
32

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 57% of rolling 1-year windows.

Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.

Portfolio

31 Aug 2026 · 2 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Commodities
98.5%
Cash
1.5%

Sectors

Unspecified
100.0%

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 30 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer ANGEL ONE GOLD ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
19.3 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -98.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
35% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

NAV

30 Oct 2026 · +15.8% over 1Y

116.169

Oct 2025100.3482 – 145.7069Oct 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+15.8%
3Y+30.5%
5Y+22.8%
10Y-8.3%
SI-10.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-6.2%
3Y+28.9%
5Y+26.4%
10Y+3.7%

Since inception: -10.0%; Calendar-day CAGR
Excess 1Y: +0.0%; Category median, same plan and option
3Y win rate: +35%; Windows beating the median
3Y percentile: 33; Vs comparable share classes
SIP 3Y XIRR: +28.9%; Simulated monthly SIP
Worst rolling 3Y: -57.8%; 3923 daily-ending windows
Median rolling 3Y: +5.9%; Calendar-day CAGR
Positive rolling 5Y: +29%; 3439 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -98.8%; Worst peak-to-trough
Current: -96.4%; Below last peak
Current spell: 4811 days; Days below latest peak
Time below peak: +97%; NAV observations

Drawdown

30 Oct 2026

-96.4%

Jul 2007-98.8% – 0.0%Oct 2026

Average recovery: 15 days; 77 recovered episodes
Longest recovery: 200 days; Trough to prior peak

28 Aug 2013 – open
Trough 28 Sept 2021 · not recovered
-98.8%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.2%
10 Oct 2008 – 30 Jan 2009
Trough 24 Oct 2008 · recovered in 98 days
-22.5%
15 Jul 2008 – 8 Oct 2008
Trough 11 Sept 2008 · recovered in 27 days
-20.3%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
33
Vs category
50
Consistency
46
Risk-adjusted
n/a
Drawdown
0
Mean
32

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 57% of rolling 1-year windows.

Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.

Portfolio

31 Aug 2026 · 2 holdings · top 10 are 100.0%.

Top 5: 100.0%
Top 10: 100.0%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Commodities
98.5%
Cash
1.5%

Sectors

Unspecified
100.0%