Kotak Emerging Equity has managed to cap the downside better than some of its peers — HDFC Mid-Cap Opportunities, ICICI Prudential Midcap and L&T Midcap — over the past one-year period. Gold XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. Mid Cap Fund :Mid Cap Fund : Fund has 99.32% investment in indian stocks of which 5.43% is in large cap stocks, 65.12% is in mid cap stocks, 25.58% in small cap stocks. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. PPF since inception, you would have earned` -as Dividend. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Kotak Emerging Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Pankaj Tibrewal is the Current Fund Manager of Kotak Emerging Equity Fund Direct Growth fund.The fund currently has an Asset Under … The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Different plans have different expense structure. His hobbies include listening to Hindi music, travelling and reading. Different plans have different expense structure. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Lower expense ratio leads to higher returns for investors. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. - %CAGR . However if right most red scale is selected, then there is high risk of negative returns on your investment. QUANTITY column value displays how many shares owned by particular fund. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Find all latest information on Kotak Emerging Equity Scheme Growth Option Mutual Fund . Kotak Emerging Equity Fund - Direct Plan 4 Value Research 17134 218-17134 Kotak Mahindra Mutual Fund The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. Kotak Emerging Equity Scheme: Investment strategy. Past performance of the scheme does not indicate the future performance of the schemes. Kotak Emerging Equity Fund Regular Plan: Check Kotak Emerging Equity Fund Regular Plan Review on The Economic Times. -, Kotak Emerging Equity FundVS Topping the returns chart in the mid cap category, Kotak Emerging Equity Fund is indeed one of the best mid cap funds. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. Launched on March 30th, 2007, this scheme by Kotak Mutual Fund is a consistent performer which is a result of a robust risk management system that it follows and the stable returns that it has been generating throughout. Hence, the performances are not strictly comparable. Past performance may or may not be sustained in the future. **Total Expense Ratio includes applicable B30 fee and GST. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. Benchmark : Scheme Inception date is 30/03/2007. A 4 star rated fund by Groww. Regular Direct. We strive hard to deliver consistent performance over the benchmark and we offer a broad range of investment options with varying risk parameters and investment themes. Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. Invest now! Nifty 14,433.70-161.9. For performance in SEBI format please refer performance section. Kotak Emerging Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Pankaj Tibrewal is the Current Fund Manager of Kotak Emerging Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9,016 Cr and the Latest NAV as of 19 Jan 2021 is ₹56.69. Graph showing the number of times investment has increased/decreased in each asset class over the period. There is a unique feature of this scheme. Kotak Emerging Equity Scheme - Growth: 15.05: 0.94-0.11: 0.92--Equity: Mid Cap-----PEER COMPARISION of Kotak Emerging Equity Scheme - Growth. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Kotak Emerging Equity Scheme. Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. With Effect from 25th May 2018, the Benchmark is changed to Nifty Midcap 100 TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). It is a fund with Moderately High risk and has given a CAGR return of 12.6% since its launch. Kotak Mutual Fund provides investment solutions for every need. Find detailed report in terms of 52 week high/low, charts, news, scheme details, peer scheme comparison, dividend history, return calculator and more. It has overtaken its benchmark and the accompanying other projects in almost all periods. Hello Friends, In this video i have done a comaprison of "Top 4 Best Mid Cap Funds" Which are very popular in Mid Cap categories. Nifty Midcap 100 TRI, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, DividendReinvestment & Growth (applicable for allplans), Initial Investment:Rs.5000 and in multiple of Re.1 for purchase and for 0.01 for can any one suggest for monthly dividend payout scheme in MF Kotak Emerging Equity Fund Direct - Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Pankaj Tibrewal.It has an AUM of ₹9,016.03 Crores and the latest NAV decalared is ₹56.892 as on 22 Jan 2021 at 3:58 am. 2, any reason for PGIM Balanced fund only? Kotak Emerging Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. Kotak Emerging Equity Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity & equity related securities predominantly in mid cap companies. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Company: Morningstar India Private Limited; Regd. provided in the list, please visit their website to invest online in ETF. Learn about Kotak Emerging Equity Scheme (Growth) mutual fund and invest with Scripbox. However both have different expense ratios. The Fund's objective is to generate long-term capital appreciation. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Return for 2020 was 21.9%, 2019 was 8.9% and 2018 was -11.7%. This includes investment in both regular and direct plans and across all growth and dividend options. Explore NAV, dividend history, fund statement, SIP details & more in … Nifty Midcap 100 TRI The scheme can be profitable for those investors who wish to invest in mid cap companies. Explore NAV, dividend history, fund statement, SIP details & more in … Open Ended. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Mid Cap. Kotak Emerging Equity has managed to cap the downside better than some of its peers — HDFC Mid-Cap Opportunities, ICICI Prudential Midcap and L&T Midcap — over the past one-year period. 9 is/are ranked 4 * , I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? With Effect from 25th May 2018, the Benchmark is changed to Nifty Midcap 100 TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Structure. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. 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