Kotak Emerging Equity Fund aims to invest in the stocks of companies that have the potential to grow rapidly in the future. The fund has a higher exposure towards small and mid-cap companies which generally have a higher growth potential but also come with elevated risk factors. These companies may operate in various sectors such as manufacturing, technology, healthcare, consumer goods, etc.Investors who are looking to invest in the Indian equity market and willing to take higher risks in exchange for potentially higher returns may consider investing in the Kotak Emerging Equity Fund.
Expense ratio | 0.37% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹39685 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 1.58% |
Size breakup
Kotak Emerging Equity Scheme Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.34% | 6.34% |
6 Month Returns | 16.21% | 16.21% |
1 Year Returns | 42.29% | 42.29% |
3 Years Returns | 91.9% | 24.27% |
5 Years Returns | 188.5% | 23.6% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Kotak Emerging Equity Scheme Direct Growth | 2.1 | 1.15 | 1.21 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Kotak Emerging Equity Scheme Direct Growth | 0.63 | 0.77 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Kotak Emerging Equity Scheme Direct Growth | 3.11 | 1.36 | 0.88 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Kotak Emerging Equity Scheme Direct Growth | 8.79 | 11.89 | 20.19 |