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Asset Size:5341Cr
Expense Ratio:1.97%
Fund Manager(s):Pankaj Tibrewal,
5year Returns:11.34%

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Kotak Emerging Equity Scheme Growth

Kotak       

Equity
Mid-Cap

Nav : 39.249 ( 0.07%) November 15th, 2019

People currently viewing this : 1

Rank (of 245)

45

Annualized Returns(5 yrs)

11.34%

Investment Horizon

>5 Yr

Doubled Money

6yrs 6m

Returns since March 30th, 2007

11.43%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

66.5L

Projected Maturity Amount

1.2Cr

Kotak     

Equity
Mid-Cap

Nav : 39.249 ( 0.07%) November 15th, 2019

People currently viewing this : 1

Upwardly's Take :

This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results.

Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

66.5L

Projected Maturity Amount

1.2Cr

Rank (of 245)

45

Annualized Returns(5 yrs)

11.34%

Investment Horizon

>5 Yr

Doubled Money

6yrs 6m

Returns since March 30th, 2007

11.43%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

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

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Kotak
Launch Date
March 30th, 2007
Expense Ratio
1.97%
Fund Category Risk
High
Std Dev (1Yr)
15.031
Std Dev (3Yr)
15.646
Std Dev (5Yr)
15.489
Asset Size
5341Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.43 %
Exit Load
1% if withdrawn within 2 Year(s)
No exit load if withdrawn after 2 Year(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444