October 2, 2025
RA Jainee
Kotak Gold Silver Passive FoF Direct-Growth
Kotak Gold Silver Passive FoF Direct-Growth snapshot
| NFO opens on | 06 October 2025 |
| NFO Closes on | 20 October 2025 |
| Min. Investment | Rs. 100 |
| Plans | Growth |
| Sahifund Verdict | Ideal for investors looking to diversify their portfolio amid global volatility. Moderate allocation (5–10%) can serve as a natural inflation hedge in current times of rising metal prices. |
⏱️ Last Update: 16 October 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Kotak Gold Silver Passive FoF Direct-Growth Open Date, Close Date?
NFO opens on October 06, 2025
NFO will close on October 20, 2025
Investment Strategy for this NFO?
The scheme seeks to generate long-term capital appreciation from a portfolio created by investing in units of Kotak Gold ETF & Kotak Silver ETF.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Issue Open | 06 October 2025 |
| Issue Close | 20 October 2025 |
| Type | Open-ended |
| Category | Commodities: Gold |
| Min. Investment(Rs) | 100 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Domestic Gold and Silver Prices |
About Benchmark Index for this NFO?
Gold:
Traditionally, Gold has been used as money and also served as a relative standard for currency equivalents specific to economic regions or countries, until recent times. India continues to remain world’s second biggest consumer of Gold.
From an overall evaluation it is seen that India has a traditional and stable market for gold consumption. There is increase in demand from Ornamental and Electronic Sectors. Gold is considered a valuable asset, for investments and bank reserves. A huge gap exists between demand and indigenous production which is likely to continue
The market participants engaged in import, exports, domestic trading, and manufacturing of gold and gold jewelleries are exposed to price risk. Commodity derivatives product provide an effective hedging tool much to the advantage of market participants.
Silver:
Silver has been used for thousands of years for ornaments and utensils, trade, and as the basis for many monetary systems. Its value as a precious metal was long considered second only to gold. Silver is a brilliant grey-white metal that is soft and malleable. Its unique properties include its strength, malleability, ductility, electrical and thermal conductivity, sensitivity, high reflectance of light, and reactivity.
India is not a major silver exporter in pure form, although it exports silver jewellery. In terms of mine production, India is ranked 14th and is ranked third in terms of demand and imports. India imports Silver (unwrought or semi-manufactured) from countries such as China, United Kingdom, Russian Federation, Germany and Rep of Korea, while it exports silver jewellery to countries such as US, Hong Kong, UAE.
The major countries producing Silver are Mexico, Peru, China, Chile and Russia. Major consuming countries are United States, China, India, Japan and Russia. Major Silver exporting countries are Mexico, Rep of Korea, Canada, China and Hong Kong.
The market participants engaged in import, exports, domestic trading, and manufacturing of silver and silver jewelleries are exposed to price risk. Commodity derivatives product provide an effective hedging tool much to the advantage of market participants.
Fund Managers of Kotak Gold Silver Passive FoF Direct-Growth
1) Rohit Tandon
Education: Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B
Experience: Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
2) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
AMC
Kotak Mahindra Asset Management Company Ltd
Address: The Capital Building, Behind ICICI Bank,
G Block BKC, Bandra Kurla Complex Bandra (E), Mumbai – 400051
Website: https://www.kotakmf.com/
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Kotak Gold Silver Passive FoF Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of Domestic Gold and Silver Prices
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Past Performance of Rohit Tandon
| Fund | Kotak Balanced Advantage Fund | It’s Benchmark | Kotak Quant Fund | It’s Benchmark |
| 1 Year | 0.78 | -1.70 | -10.69 | -4.80 |
| 3 Year | 11.94 | 13.41 | — | — |
| 5 Year | 11.76 | 14.94 | — | — |
| 7 Year | 11.00 | 12.08 | — | — |
| 10 Year | — | — | — | — |
As on 02-10-2025
Past Performance of Abhishek Bisen
| Fund | Kotak Aggressive Hybrid Fund | It’s Benchmark | Kotak Equity Savings Fund | It’s Benchmark |
| 1 Year | -0.29 | -2.81 | 3.82 | 0.60 |
| 3 Year | 15.84 | 14.89 | 12.00 | 11.20 |
| 5 Year | 19.14 | 17.35 | 11.59 | 11.75 |
| 7 Year | 15.39 | 13.71 | 9.98 | 9.91 |
| 10 Year | 13.18 | 13.00 | 9.36 | 9.52 |
As on 02-10-2025
[B] Review of Fund Managers
Rohit Tandon
-
Background: Mr. Tandon has done B.E.(Mechanical) and PGDM from IIM-B, Prior to joining Kotak Mahindra Mutual Fund, he has worked with Reliance Nippon Life Insurance, Max Life Insurance and JP Morgan India
Abhishek Bisen
-
Background: Mr. Bisen is a BA and MBA in Finance., Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Sahifund Verdict:
Kotak Gold Silver Passive FoF – Direct Growth Review
(By Paresh Gordhandas, C.A. & Research Analyst)
The Kotak Gold Silver Passive Fund of Fund (FoF) aims to provide investors a dual exposure to gold and silver, by investing in units of Kotak Gold ETF and Kotak Silver ETF. This combination offers diversification across two precious metals that often move differently across economic cycles — with gold seen as a safe-haven asset and silver benefiting from both industrial and investment demand.
The NFO, open from October 6 to October 20, 2025, comes at a time when both gold and silver prices are witnessing a sharp rally on the back of global monetary easing, geopolitical uncertainty, and strong ETF inflows. This makes the timing attractive for investors looking to hedge equity portfolios and benefit from the precious metals uptrend.
Managed by Rohit Tandon and Abhishek Bisen, the fund carries no exit load and a low minimum investment of Rs. 100, making it suitable even for small retail investors seeking commodity exposure. However, since this is a passive FoF, returns will closely track gold and silver market movements — not outperform them.
SahiFund Verdict: Ideal for investors looking to diversify their portfolio amid global volatility. Moderate allocation (5–10%) can serve as a natural inflation hedge in current times of rising metal prices.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Kotak Gold Silver Passive FoF Direct-Growth NFO?
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