Kotak emerging equity fund morningstar

Get our overall rating based on a fundamental assessment of the pillars below. Fees are a weakness here.

Suitable For : Investors who are looking to invest money for at least years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments. Crisil Rank Change : Fund Crisil rank was updated from 3 to 2 in the previous quarter. If sold after 1 year from purchase date, long term capital gain tax will be applicable. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Ratios calculated on daily returns for last 3 years Updated as on 31st January, See more about AMC.

Kotak emerging equity fund morningstar

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments, as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved. The fund has an exit load of 1. The major sectors where the fund is invested are Chemical Manufacturing, Misc. Capital Goods. Kotak Emerging Equity Scheme Growth has a sharpe ratio of 1. Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image. You are now subscribed to our newsletters. Hello User.

Repost this message switch means sellingunits of the scheme and buying a new units so when u do switch one has to pay kotak emerging equity fund morningstar term or short term capital gain tax Repost Cancel. Tax Treatment If sold after 1 year from purchase date, long term capital gain tax will be applicable.

Get our overall rating based on a fundamental assessment of the pillars below. Unlock our full analysis with Morningstar Investor. Morningstar brands and products. Investing Ideas. Start a 7-Day Free Trial. Process Pillar. People Pillar.

The performance details provided herein are of direct plan "Past performance may or may not be sustained in future. All payouts during the period All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. As on Mar 4, The returns are of Direct Growth Plan. Returns are calculated since inception with daily rolling frequency for the respective periods. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied.

Kotak emerging equity fund morningstar

The fund stands out on many counts. Our conviction on the manager and his stock selection process leads to an overall rating of Silver Direct Plan and Bronze Regular Plan. What the Morningstar Fund Rating Indicates. Watch the Video. He has built a strong track record on the funds that he manages at the AMC.

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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 Small Growth Funds. Intermediate-Term Core Bond Funds. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. Small Blend Funds. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Supreme Industries Ltd. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1. Residential, commercial projects This is the annual fees, fund charges you to manage your money. Asset Allocation.

NAV as of Mar 07, Returns Annualised Returns since inception.

Higher the value means, fund has been able to give better returns for the amount of risk taken. Parent Pillar. Target Risk Funds. Investment Value. This includes investment in both regular and direct plans and across all growth and dividend options. Mid-Cap Growth Funds. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. Bharat Electronics Ltd. Consumer Cyclical. The fund has an exit load of 1. As an investor you do not need to pay any additional fees to purchase any of these options. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1. Lower value indicates more predictable performance. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Holdings As On - 25 February Holdings.