Formerly Kotak Emerging Equity Gr
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₹ 106.227
NAV (Apr 18)
Last 1Y | 39.8% |
Last 3Y | 22.7% |
Last 5Y | 22.2% |
Last 10Y | 22.1% |
Since Inception | 14.9% |
6 Month CAGR | 14.7% |
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities,by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments,as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 1.47 |
Launched (17y ago) | Mar 30, 2007 |
AUM in Crores | 39684.911 |
ISIN | INF174K01DS9 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.9 |
Standard Deviation (5yr) | 20.2 |
Beta (3yr) | 0.77 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 1.253 |
Sharpe Ratio (5yr) | 0.822 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak Emerging Equity Scheme (Growth) | 12,92,242 | 5,59,630 | 22.2% | |
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.
solar industries india ltd
4.6%cummins india ltd
4.4%supreme industries ltd
3.9%persistent systems ltd
3.5%triparty repo
3.1%industrials
22.3%basic materials
18.8%consumer cyclical
18.8%financial services
13.4%technology
9.2%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Kotak Mahindra Asset Management Co Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14.2% | 8.4% | ||
11.8% | 12.8% | ||
- | 5% | ||
14.2% | 8.4% | ||
14.2% | 8.4% |
Kotak Emerging Equity Scheme (G) is a Mid Cap Equity fund and has delivered an annualised return of 14.9% over a period of 17 years. The fund was previously known as Kotak Emerging Equity Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Atul Bhole.
Nav of Kotak Emerging Equity Scheme (G) as of 4/18/2024 is ₹106.23 with the total AUM as of 4/19/2024 is ₹39684.911. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Emerging Equity Scheme (G) was launched on Mar 30, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak Emerging Equity Scheme (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 Scheme (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 TR INR.
Kotak Emerging Equity Scheme (G) is rated as a 3 fund in Equity and delivered 39.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Emerging Equity Scheme (G).
What is Kotak Emerging Equity Scheme (G)?
How to invest in Kotak Emerging Equity Scheme (G)?
You can invest in Kotak Emerging Equity Scheme (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 Scheme (G)?
The minimum sip amount for Kotak Emerging Equity Scheme (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Emerging Equity Scheme (G) good to invest in?
As per Scripbox experts, Kotak Emerging Equity Scheme (G) is a Neutral fund. You can investKotak Emerging Equity Scheme (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Emerging Equity Scheme (G)?
The expense ratio of the Kotak Emerging Equity Scheme (G) is 1.47% for regular plan.