Mutual Fund

Here are the details of the Kotak Emerging Equity Fund:

• Description: The Kotak Emerging Equity Fund is an open-ended equity scheme that predominantly invests in mid-cap stocks. The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities, focusing on emerging companies with high growth potential. ​

• Asset Class: Equity​

• Asset Sub-Class: Mid Cap​

• XIRR (Extended Internal Rate of Return): Specific XIRR data is not provided in the available sources.​

• Return Rates:

  • 1-Year Return: 11.63%​

  • 3-Year Return: 17.67%​

  • 5-Year Return: 32.30%​

  • Since Inception (February 12, 2007): 14.65% ​

• CAGR (Compound Annual Growth Rate): The CAGR since inception is 14.65%. ​

• Expense Ratio:

  • Regular Plan: 1.47% ​

  • Direct Plan: 0.45% ​

• Minimum Investment Amount:

  • Lump Sum: ₹100​

  • SIP (Systematic Investment Plan): ₹100 ​

• Lock-in Period: None​

• Exit Load:

  • For redemption of units in excess of 10% of the investment within 365 days from the date of allotment, an exit load of 1% is applicable.​

  • No exit load is charged for redemptions after 365 days. ​

Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.