Morningstar® Fund Report™

Overview
Chart
Performance
Risk and Rating
Portfolio
Management
Fees
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Methodology
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Kotak Gold Exchange Traded Scheme (INR)
 
Morningstar Rating™ (Relative to Category)-
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Category:  India Precious MetalsClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility11.13 %
3-Yr Mean Return15.12 %
 
Sharpe Ratio0.79
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 
R-Squared--
3-Yr Beta--
3-Yr Alpha--
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation13.0911.1313.49
 
 
Sharpe Ratio0.860.790.87
Sortino Ratio---
 
 
Positive Months61933
Negative Months61727
Worst Month-4.26-4.45-5.86