Kotak Emerging Equity Fund (IDCW)

Growth | Dividend | Switch To Best Scheme
64.7450
Chg: 0.41(0.64%)
Buy Sell SIP
52 week Low
58.23
52 week High
75.66
Expense Ratio(%)
0
AUM(Rs.Cr)
48,128.71
Exit Load(%)
1
Min Investment
100
1Y return
11.04%
3Y return
17.11%
5Y return
29.51%
Since Inception
14.53%
Fund Category
Equity
Benchmark
S&P BSE Mid-Cap
Fund Manager Atul Bhole
Inception Date 30 Mar 2007
Scheme vs Benchmark

Compares the scheme's return versus the benchmark index.

Scheme Vs Benchmark
7.01%
Rating

Ratings are on a scale of 1 to 5 stars.

Rating
Risk

Indicates the likely risk associated to the investment.

Risk
-
Return Grade

Rates the actual returns.

Return Grade
-
Consistency

Highlights the recent performance in the last few years.

Consistency

Scheme Details

Check out for various schemes broadly classified into four different segmentation’s.

Rs. 1 Lac Invested would be worth
Fund Name 3 Months 6 Months 1 Year 3 Years 5 Years
Statistic Fund(%) Index(%)
Return 0.00 4.13
Alpha 0.00 0.00
Volatility 261.43 20.99
Beta 0.00 4.13
Sharpe Ratio 0.02 0.00
Treynor Ratio 0.00 0.00
Sortino Ratio 0.26 -0.12
No data available

Return Calculator

The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame.

If I had made
investment of  
in
Months Ago
My investment would be worth 1,28,069.66 with a Gain of 28.24%

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MF Portfolio

Check out the summarised asset allocation along with detailed holdings of stocks in case of Equity fund.

Asset Allocation
Created with Highstock 5.0.7Slice 0.00%
Top Holdings
Top Holdings Value (Rs. Cr) Hold %
- undefined -
Sector Allocation
0

Peer Schemes

A quick glance on how the peer funds have performed along with key data.


Taurus Mid Cap Fund (IDCW)
97.96
Chg 1.09 ( 1.13 )
Expense Ratio
0%
1Yr % Return
-2.41%
AUM (Rs.Cr)
114.4368
Min Inv.
500
BUY SELL
Taurus Mid Cap Fund (G)
109.89
Chg 1.21 ( 1.11 )
Expense Ratio
0%
1Yr % Return
-2.42%
AUM (Rs.Cr)
114.4368
Min Inv.
500
BUY SELL
Baroda BNP Paribas Mid Cap Fund - Regular (G)
92.75
Chg 0.81 ( 0.88 )
Expense Ratio
0%
1Yr % Return
6.91%
AUM (Rs.Cr)
1,981.6620
Min Inv.
5,000
BUY SELL
Baroda BNP Paribas Mid Cap Fund - Regular (IDCW)
52.73
Chg 0.46 ( 0.88 )
Expense Ratio
0%
1Yr % Return
6.91%
AUM (Rs.Cr)
1,981.6620
Min Inv.
5,000
BUY SELL
Aditya Birla SL Midcap Fund - (G)
709.16
Chg 1.84 ( 0.26 )
Expense Ratio
0%
1Yr % Return
6.67%
AUM (Rs.Cr)
5,502.0948
Min Inv.
1,000
BUY SELL
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