Kotak Emerging Equity Fund

Review Date: 04-12-2025

Beginning of Analysis

Kotak Emerging Equity Fund is the 4th ranked fund in the Mid Cap Fund category. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Kotak Emerging Equity Fund in Mid Cap Fund. The fund has a Jensen Alpha of 0.99% which is higher than the category average of -0.73%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.0 which is higher than the category average of 0.94.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Mid Cap Mutual Funds are ideal for aggressive investors seeking higher returns by investing in mid-cap companies with significant growth potential. These funds invest primarily in companies ranked 101st to 250th by market capitalization, offering a portfolio of high-growth stocks. While they provide the potential for significant capital appreciation, they also carry higher risks due to the volatility of mid-cap stocks. Investors should have a long-term investment horizon and a high risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to identify and manage high-growth mid-cap stocks effectively.

Kotak Emerging Equity Fund Return Analysis

The Kotak Emerging Equity Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Mid Cap Fund peers and the Nifty Midcap 150 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -2.01%, 0.04 and 4.12 in last one, three and six months respectively. In the same period the category average return was -0.8%, 2.57% and 4.22% respectively.
• Kotak Emerging Equity Fund has given a return of 0.88% in last one year. In the same period the Nifty Midcap 150 TRI return was 3.56%. The fund has given 2.68% less return than the benchmark return.
• The fund has given a return of 21.35% in last three years and rank 15th out of 26 funds in the category. In the same period the Nifty Midcap 150 TRI return was 22.33%. The fund has given 0.98% less return than the benchmark return.
• Kotak Emerging Equity Fund has given a return of 24.41% in last five years and category average returns is 23.75% in same period. The fund ranked 9th out of 21 funds in the category. In the same period the Nifty Midcap 150 TRI return was 24.63%. The fund has given 0.22% less return than the benchmark return.
• The fund has given a return of 19.38% in last ten years and ranked 2nd out of 17 funds in the category. In the same period the Nifty Midcap 150 TRI return was 18.43%. The fund has given 0.95% more return than the benchmark return.
• The fund has given a SIP return of 11.27% in last one year whereas category average SIP return is 12.34%. The fund one year return rank in the category is 17th in 28 funds
• The fund has SIP return of 19.3% in last three years and ranks 15th in 26 funds. Invesco India Midcap Fund has given the highest SIP return (27.45%) in the category in last three years.
• The fund has SIP return of 19.61% in last five years whereas category average SIP return is 19.11%.

Kotak Emerging Equity Fund Risk Analysis

• The fund has a standard deviation of 15.03 and semi deviation of 11.39. The category average standard deviation is 15.35 and semi deviation is 11.41.
• The fund has a Value at Risk (VaR) of -19.24 and a maximum drawdown of -20.37. The category average VaR is -20.4 and the maximum drawdown is -20.27. The fund has a beta of 0.88 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Mid Cap Fund Category

Good Performance in Mid Cap Fund Category

Poor Performance in Mid Cap Fund Category

Very Poor Performance in Mid Cap Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization