|Fund Type||Open Ended|
|Benchmark||NIFTY Midcap 100|
|Asset Size(Cr)||3327.41 (As on Jul 31, 2018)|
|Fund Manager||Pankaj Tibrewal (8.1)|
|Notes||Kotak Emerging Equity Scheme, a 3years close ended equity growth scheme has been converted into an open ended equity growth scheme with effect from March 31, 2010.|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Kotak Emerging Equity Scheme (G)|| ||8.79 %||13.32 %||31.43 %|
|HDFC Mid-Cap Opportunities Fund (G)|| ||10.96%||14.1%||29.8%|
|L&T Midcap Fund (G)|| ||7.99%||15.63%||31.81%|
|DSP BlackRock Midcap Fund (G)|| ||9.95%||13.49%||29.85%|
|Axis Mid Cap Fund (G)|| ||23.62%||10.59%||27.31%|
|Period||Returns (%)||NIFTY MIDCAP 50 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Everyone wants to invest his/her hard-earned monies into the most promising strategies to fetch the desired returns. An investment pays the best interest when it is done with efficient planning, hence we must opt for the best strategy while making a plan to invest.
The mutual fund market has various asset management companies which are indulged in providing varied solutions to the investors regarding MF programmes. To cater the long-term financial requirements of different investors, Kotak MF has designed the Kotak Emerging Equity Scheme. One can opt for this plan to make a worthwhile investment and achieve the aspiring yields.
We at MySIPonline are helping out various investors to take the best decision for their future by providing different tools especially, SIP planner. You can invest in various schemes by availing our online services and opt for either SIP or make lump sum payment. The Kotak Emerging Growth scheme is among the top-performing ones on our website, and many of our clients have put their monies into them. To provide you with the overview of this scheme, hereunder is mentioned its complete description based on the recent data.
Accordingly, now you can generate a broad idea about this plan and understand its well-being in a better way. Adding the Kotak Emerging Equity Fund to you portfolio shall definitely provide you with more worth and thus help you to create a fortune.
You can buy MF programme online by using our services to make your investment journey more convenient. Go through the 5 best mid cap funds to invest for long term.