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MF_106193

KOTAK GOLD ETF

Other Scheme - Gold ETF

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End Amount
₹132,010.57
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.33%
MF_106193 Return
Benchmark CAGR
10.22%
Nifty 50
Inflation Adj. CAGR
7.55%
Real Annualized Return
Alpha
10%
Excess Return vs Benchmark
Beta
-0.12
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.92
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Drift threshold to rebalance: 10 (either direction), +10 (gain), -10 (loss). Checked daily.
Comma-separated dates to rebalance portfolio constituents on top of frequency/drift (supports YYYY-MM-DD, DD-MM-YYYY, DD/MM/YYYY, DD-Mon-YYYY, etc.).
Capture all rebalance points with constituent gains, losses, and rebalance values in a dedicated report table.
Calculate and plot rolling 1, 3, 5, 7, and 10 year returns for all symbols on separate plots.
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols.
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 47% 103% 103%
60 days 46% 69% 64%
90 days 49% 51% 50%
180 days 49% 39% 32%
1Yr 52% 27% 23%
3Yr 46% 12% 11%
5Yr 28% 9% 7%
7Yr 23% 5% 6%
10Yr 28% 2% 6%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period KOTAK GOLD ETF Nifty 50
30 days -48.0% | -59.5% | 11.6% | 299.3% 26.6% | -76.2% | 14.2% | 310.0%
60 days -46.6% | -43.5% | 10.1% | 166.1% -23.0% | -63.3% | 15.7% | 168.7%
90 days -7.1% | -35.0% | 11.9% | 129.8% -25.0% | -61.6% | 13.4% | 144.9%
1 Year 15.8% | -12.1% | 13.6% | 60.7% -10.0% | -35.5% | 11.1% | 68.4%
3 Years 30.5% | -6.0% | 12.1% | 35.1% 7.7% | 1.2% | 12.6% | 24.3%
5 Years 22.9% | -2.2% | 10.9% | 25.7% 6.4% | 2.4% | 13.0% | 20.2%
7 Years 19.1% | 0.2% | 8.6% | 23.4% 11.2% | 7.1% | 12.5% | 16.3%
10 Years 15.3% | 4.0% | 8.2% | 16.8% 11.7% | 7.1% | 12.9% | 15.7%
Periods of Negative Return (Drawdowns) 24 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 7, 2007 Nov. 24, 2007 17 days 6% Nifty 50: 5% 12260 11494 12299
Nov. 26, 2007 Jan. 3, 2008 38 days 7% Nifty 50: 2% 12299 11487 12636
March 17, 2008 July 15, 2008 120 days 17% Nifty 50: 14% 15381 12776 15564
July 15, 2008 Oct. 8, 2008 85 days 20% Nifty 50: 9% 15564 12408 16305
Oct. 10, 2008 Jan. 30, 2009 112 days 22% Nifty 50: 23% 16386 12699 16465
Feb. 24, 2009 Oct. 31, 2009 249 days 12% Nifty 50: 6% 18025 15827 18142
Dec. 3, 2009 May 12, 2010 160 days 13% Nifty 50: 8% 20474 17818 20484
June 8, 2010 Sept. 8, 2010 92 days 7% Nifty 50: 0% 21301 19707 21303
Dec. 7, 2010 Feb. 24, 2011 79 days 6% Nifty 50: 12% 23095 21733 23130
Sept. 14, 2011 Nov. 5, 2011 52 days 10% Nifty 50: 5% 31212 28115 31570
Dec. 1, 2011 May 31, 2012 182 days 9% Nifty 50: 8% 32186 29223 32285
Sept. 14, 2012 Nov. 24, 2012 71 days 6% Nifty 50: 0% 35267 33049 35336
Nov. 27, 2012 Aug. 28, 2013 274 days 23% Nifty 50: 7% 35343 27146 36887
Aug. 28, 2013 Aug. 3, 2019 2166 days 30% Nifty 50: 0% 36887 25880 37117
Sept. 4, 2019 Jan. 4, 2020 122 days 6% Nifty 50: 1% 40222 37663 40949
March 6, 2020 April 4, 2020 29 days 11% Nifty 50: 31% 44810 39711 45148
Aug. 7, 2020 Jan. 4, 2023 880 days 21% Nifty 50: 4% 55267 43694 55401
Feb. 2, 2023 March 18, 2023 44 days 7% Nifty 50: 4% 57602 53793 58627
May 4, 2023 Nov. 25, 2023 205 days 8% Nifty 50: 1% 59814 54876 59911
May 21, 2024 Sept. 21, 2024 123 days 8% Nifty 50: 3% 71444 65655 71534
Oct. 30, 2024 Jan. 22, 2025 84 days 8% Nifty 50: 5% 76419 70670 76711
April 22, 2025 June 13, 2025 52 days 6% Nifty 50: 1% 93981 88108 94380
Oct. 17, 2025 Dec. 12, 2025 56 days 9% Nifty 50: 1% 123353 111862 124981
Jan. 29, 2026 Oct. 30, 2026 274 days 22% Nifty 50: 12% 165576 128700 132011

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