Kotak Emerging Equity Fund

Review Date: 11-04-2025

Beginning of Analysis

In the Mid Cap Fund category, Kotak Emerging Equity Fund is the 8th ranked fund. The category has total 23 funds. The Kotak Emerging Equity Fund has shown a very good past performence in Mid Cap Fund. The fund has a Jensen Alpha of -0.71% which is lower than the category average of -0.89%, showing poor performance. The fund has a Sharpe Ratio of 0.64 which is lower than the category average of 0.64.
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 fund has given a return of 1.97%, -8.04 and -15.27 in last one, three and six months respectively. In the same period the category average return was 1.89%, -5.5% and -15.03% respectively.
• The fund has given a return of 16.57% in last three years and rank 10th out of 23 funds in the category. In the same period the Nifty Midcap 150 TRI return was 17.33%. The fund has given 0.76% less return than the benchmark return.
• Kotak Emerging Equity Fund has given a return of 31.59% in last five years and category average returns is 30.6% 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 32.47%. The fund has given 0.88% less return than the benchmark return.
• The fund has given a return of 16.94% in last ten years and ranked 3rd out of 17 funds in the category. In the same period the Nifty Midcap 150 TRI return was 16.24%. The fund has given 0.7% more return than the benchmark return.
• The fund has given a SIP return of -28.17% in last one year whereas category average SIP return is -27.38%. The fund one year return rank in the category is 15th in 27 funds
• The fund has SIP return of 14.53% in last three years and ranks 12th in 23 funds. Motilal Oswal Midcap Fund has given the highest SIP return (21.99%) in the category in last three years.
• The fund has SIP return of 20.99% in last five years whereas category average SIP return is 20.8%.

Kotak Emerging Equity Fund Risk Analysis

• The fund has a standard deviation of 16.45 and semi deviation of 12.07. The category average standard deviation is 16.68 and semi deviation is 12.01.
• The fund has a Value at Risk (VaR) of -21.36 and a maximum drawdown of -20.37. The category average VaR is -21.99 and the maximum drawdown is -20.41. The fund has a beta of 0.9 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