About this Fund
Kotak Emerging Equity Fund invests in a mid-cap focused portfolio by investing in under researched companies which are in a developing stage.
| Returns | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Emerging Equity Scheme | -65.42% | -27.44% | 10.50% |
Projected Returns
gives returns of :
at 6.05% / annum
₹in 5 yearsamount
for a time period of
time1Y3Y5Y
Returnsbased on historic SIP returns of 6.05% per annum
₹
₹
₹+ 6.05
Fund Details
| Fund Size(AUM) | ₹ | i |
| Morningstar Ratings | 5 | i |
| ISIN | INF174K01LT0 |
| Asset class | Equity | |
| Category | Mid Cap Fund |
Fund Portfolio Data & Volatility Analysis
| Expense ratio | 0.62 | i |
| Beta | 0.94 | i |
| Standard Deviation | 23.88 | i |
About this Fund
Fund Manager
Tax Implications
If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.
Exit Load
1% for redemption within 365 days
