Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 129.907
NAV (Oct 28)
Last 1Y | 44.6% |
Last 3Y | 22.3% |
Last 5Y | 27.7% |
Last 10Y | 19.7% |
Since Inception | 15.7% |
6 Month CAGR | 20% |
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Expense Ratio | 1.42% |
Launched 17Y ago | 2007-03-30 |
AUM in Crores | 52626.7 |
ISIN | INF174K01DS9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.8 |
Beta | 0.8 |
Sharpe Ratio | 1.3 |
YTM | - |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak Emerging Equity Fund (G) | 15,05,695 | 7,73,083 | 27.7% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Others
3.76%Persistent Systems Ltd.
3.74%Mphasis Ltd.
3.33%Supreme Industries Ltd.
3.32%Oil India Ltd.
3.03%Capital Goods
14.21%Technology
14.04%Financial
11.74%Chemicals
9.57%Healthcare
9.29%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Kotak Mahindra Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13.9% | 15.8% | ||
15.7% | 8.6% | ||
- | 5.7% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Emerging Equity Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 15.69% over 17 years. The fund has grown over a period of 17 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Atul Bhole.
Nav of Kotak Emerging Equity Fund (G) as of 10/28/2024 is ₹129.91 with the total AUM as of 10/29/2024 is ₹52626.72. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Emerging Equity Fund (G) was launched on 2007-03-30. The category risk of the fund is Very High.
The minimum SIP amount for Kotak Emerging Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Emerging Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 44.59% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Emerging Equity Fund (G).
What is Kotak Emerging Equity Fund (G)?
How to invest in Kotak Emerging Equity Fund (G)?
You can invest in Kotak Emerging Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Emerging Equity Fund (G)?
The minimum sip amount for Kotak Emerging Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Emerging Equity Fund (G) good to invest in?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Kotak Emerging Equity Fund (G)?
The expense ratio of the Kotak Emerging Equity Fund (G) is 1.42% for regular plan.
What is the NAV of Kotak Emerging Equity Fund (G)?
Today's Kotak Emerging Equity Fund (G) NAV is ₹129.91.