(033) 40006800|service@easternfin.com

Kotak Emerging Equity Scheme - Growth

Equity: Mid Cap | Open Ended Scheme

NAV : 38.683

0.17 (0.45 %)

07-08-2020

Investment Objective

The scheme aims to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹5000.0

Returns (since Mar 30, 2007)

10.65%

10 Year Returns

12.02 %

Doubled Money

7 Years 4 Months

Sharp Ratio

0.94 %

Volatility

15.05 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
7 Years 4 Months
10 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

FUND INFORMATION

Basic Details
Fund House:
Kotak Mahindra Mutual Fund
Launch Date:
Mar 30, 2007
Expense Ratio:
1.93%
Fund Category Risk:
MODERATELY HIGH
Asset Size:
6,449.34 Cr
Fund Manager(s):
Pankaj Tibrewal
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
5000.0
Minimum Topup:
1000.0
Return since Launch:
10.65%

PERFORMANCE

Scheme Performance (%)

Data as on - 07-08-2020

Yearly Performance (%)

RETURNS CALCULATOR

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Emerging Equity Scheme - Growth 30-03-2007 8.33 -1.15 1.37 6.86 12.02
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 02-12-2013 29.1 2.86 3.03 4.24 0.0
Quant Mid Cap Fund-Growth 26-02-2001 21.77 1.96 5.42 5.2 8.09
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 19.75 -0.26 3.28 6.66 10.77
Axis Midcap Fund - Regular Plan - Growth 05-02-2011 15.93 5.3 9.54 7.75 0.0
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 14.95 -5.43 0.88 0.0 0.0
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 14.43 1.3 3.03 8.01 12.55
UTI Mid Cap Fund-Growth Option 01-08-2005 14.39 -1.82 0.02 3.57 12.22
Invesco India Midcap Fund - Growth Option 19-04-2007 14.34 0.71 4.43 6.79 13.17
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 11.01 -2.26 1.73 5.37 13.12

PORTFOLIO ANALYSIS

Feedback