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Kotak Equity Fof

Kotak Equity Fof

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.70

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,732 today.

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NAV Performance

Kotak Equity Fof performance graph for last 3 years
Performance of Kotak Equity Fof for last 3 Years

Fund Information

  • ₹ 129.215

    as on 03 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 114 Cr.

    as on 03 Aug 2021
  • 1.11%

    since 31 Dec 2020
  • 09 Aug 2004

  • Others - Fund of Funds

  • Nifty 50

  • kotak mahindra mutual fund

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Highlights of this fund

Kotak Equity Fof is an Open-ended Others Fund. The fund belongs to Fund of Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Aug 2004. This fund is offered by one of the top AMC (Assets Management Company) kotak mahindra mutual fund. You can also view here all other Others funds offered by kotak mahindra mutual fund.

Latest NAV of the fund is ₹ 129.215 as on 03 Aug 2021.

This fund has 17 years of track record. Since 31 Dec 2020 expense ratio of this fund is 1.11%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long-term capital appreciation from a portfolio created by investing predominantly in open-ended diversified equity schemes of Mutual Funds registered with SEBI.

List of Fund Managers of Kotak Equity Fof

  • About Arjun Khanna

    Picture of Arjun KhannaMr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics) Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
  • About Devender Singhal

    Picture of Devender SinghalMr. Devender Singhal has an overall working experience of 16 years in equity research and fund management. Prior to joining Kotak AMC, he worked with the PMS divisions of Kotak, Religare, Karvy and P N Vijay Financial Services.Devender has been associated with the Kotak Group since July 2007. He is responsible for the research coverage of FMCG, Automobiles and Media sectors at Kotak AMC since Feb 2009. He holds a BA(H) Mathematics, PGDM (Finance).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.26% 16.11% 25.02% 71.73% 39.84% 25.26% 23.49% 13.87% 71.29% 52.49% 35.25% 27.57% 16.06%
Category Average 1.15% 6.18% 10.45% 30.58% 16.65% 10.98% 9.81% 8.23% 29.47% 23.35% 17.13% 12.25% 9.57%
Kotak Equity Fof 3.36%₹ 10,336 11.88%₹ 11,188 16.47%₹ 11,647 39.95%₹ 13,995 39.06%₹ 14,401 25.17%₹ 15,687 33.46%₹ 32,863 18.70%₹ 16,732 26.04%₹ 52,471 14.52%₹ 19,706 18.62%₹ 95,458 13.87%₹ 36,701 15.82%₹ 2,74,903
Franklin India Dynamic Asset Allocation Fund Of Funds 2.99%₹ 10,298 13.55%₹ 11,355 17.91%₹ 11,791 45.94%₹ 14,594 48.99%₹ 14,978 9.89%₹ 12,081 25.39%₹ 30,634 7.98%₹ 12,592 15.65%₹ 45,403 8.50%₹ 15,042 10.63%₹ 78,401 9.56%₹ 24,929 9.88%₹ 2,00,270
Franklin India Feeder - Franklin U.s. Opportunities Fund 1.59%₹ 10,158 9.23%₹ 10,923 13.22%₹ 11,321 29.91%₹ 12,991 34.33%₹ 14,117 35.41%₹ 18,349 38.54%₹ 34,283 25.26%₹ 19,667 33.06%₹ 57,627 23.49%₹ 28,739 27.57%₹ 1,18,413 - -
Edelweiss Greater China Equity OfF-Shore Fund -7.38%₹ 9,261 -6.38%₹ 9,361 -11.48%₹ 8,852 23.18%₹ 12,317 5.68%₹ 12,364 39.84%₹ 19,574 30.90%₹ 32,141 25.04%₹ 19,560 31.04%₹ 56,108 - - - -
DSP World Mining Fund 4.19%₹ 10,418 3.27%₹ 10,327 24.26%₹ 12,425 46.87%₹ 14,687 47.65%₹ 14,895 37.02%₹ 18,790 47.40%₹ 36,838 23.07%₹ 18,651 35.25%₹ 59,307 17.03%₹ 21,959 23.95%₹ 1,08,595 2.78%₹ 13,163 12.13%₹ 2,25,703
DSP World Gold Fund 2.25%₹ 10,225 0.61%₹ 10,061 2.24%₹ 10,223 -17.17%₹ 8,282 -7.66%₹ 11,499 16.26%₹ 13,522 9.41%₹ 26,387 19.46%₹ 17,056 17.51%₹ 46,615 1.75%₹ 10,907 12.67%₹ 82,469 0.05%₹ 10,045 7.02%₹ 1,72,246

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Fof as on 05 Aug 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%