Kotak Global Emerging Market Fund - Growth

Fund of Funds-Overseas NAV 19.574 0 25 September, 2023

Fund Details

Category Fund of Funds-Overseas
Fund Type Open Ended
Investment Plan Growth
Launch Date 26 September, 2007
Benchmark MSCI Emerging Markets
Asset Size(Cr) 110.42819999999999
Turn over 23.64%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.66
Fund Manager Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 25 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.27% 0.33% 0.58%
1 M -3.91% 1.68% -1.3%
3 M -7.61% 2.58% -3.11%
6 M 8.56% 5.48% 12.82%
1 Y -2.42% 7.16% 3.82%
2 Y -10.33% 5.04% -3.64%
3 Y 7.8% 5.69% 10.58%
5 Y 2.25% 8.07% 6.16%

Risk Mesasures (As on 25 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 17.02 0.3 0 0
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Global Emerging Market Fund - Growth -2.42% 7.8% 2.25%

Kotak Global Emerging Market Fund - Be a Part of Global Emerging Businesses

Domestic retail investors in India mostly prefer to invest in Indian equities and mutual funds due to impeding obligations involved in international trade. To allow the Indian investors to add a flavour of international emerging equities in their portfolio, Kotak Mutual Fund has launched Kotak Global Emerging Market Fund which is an overseas fund of funds that invests in the international mutual funds of small and mid-cap category.

What is Fund of Funds?

A Fund Of Funds (FOF) is a mutual fund that invests the pooled corpus from the investors into other mutual funds. There are two types of FOF based on the mutual funds they select for the portfolio. A domestic FOF invests in the Indian mutual funds while an overseas FOF invests in the international mutual funds. The risk and returns of such schemes depend entirely upon the mutual funds selected by the fund manager. Fund of Funds do not invest directly in the assets like equity, debt etc and can only invest in an investment fund. Kotak Global Emerging Market Fund is an overseas FOF which possess high risk due to the presence of aggressive mutual funds in the portfolio. Due to more number of schemes in the portfolio, the risk is reduced as diversification is increased in the portfolio of a FOF.

Kotak Global Emerging Market Fund - What You Must Know Before Investing?

Kotak Mutual Fund launched Kotak Global Emerging Market Fund in September 2007 to allow Indian investors to globalise their investment strategy by investing in international top-performing mutual funds. The fund currently invests in 2 schemes and both are of aggressive nature as they belong to the aggressive category of mutual funds. The majority of the allocation is in Manulife Global Asian Small Cap Equity Fund which is a Japan based fund that invests in equities of emerging businesses in the Asian Market. This gives an exposure of the entire Asian market to the portfolio of the scheme. The other scheme holding minority of the corpus is MSCI Emerging Markets Index which is an index fund that involves small and mid-cap stocks of multiple sectors in the US market.

Kotak Global Emerging Market Fund - Investment Strategy

The fund manager Mr Deepak Gupta (B.Com(H), CA, CFA) has been managing Kotak Global Emerging Market Fund since April 2011. As the AUM of the scheme is low, the manager does not involve a large number of schemes to avoid over-diversification. Both the funds selected in the current portfolio are aggressive as they have a diversified portfolio with a slightly higher inclination towards mid and small-cap stocks. Mr Gupta also manages other FOF mutual funds of Kotak AMC and is highly experienced in the asset management business.

In the favourable market conditions, it has always beaten the benchmark; Equity International, while in the negative trends, the returns have been lower than the benchmark most of the time as the funds selected by the manager are highly volatile. In the recent trends, Kotak Global Emerging Market Fund is performing well and is expected to deliver outstanding returns in the long term. Investors can use the SIP calculator available free of cost at our website to save the time and efforts required for complex calculations regarding mutual funds SIP.

Who Should Invest in Kotak Global Emerging Market Fund?

Kotak Global Emerging Market Fund is suitable for experienced investors who want to add a flavour of the international equity market to the existing portfolio. It can allow Indian investors to have exposure to global emerging businesses. The fund possesses high risk and is suitable for aggressive investors who can stay invested for the long term. Under the downtrends of the international market conditions, severe negative returns are likely to be experienced. New investors should take the assistance of the financial experts at MySIPonline before investing as this scheme can be hazardous for the unsuitable investors.

Kotak Global Emerging Market Fund has low AUM but still charges much lower expense ratio than most of the other FOF overseas schemes. It possesses a high risk but can deliver bountiful returns if the global market supports growth.

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