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Kotak Equity Fof

Kotak Equity Fof

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.70

as on 06 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,158 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

  • ₹ 134.021

    as on 06 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 114 Cr.

    as on 06 Dec 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 ₹ 134.021 as on 06 Dec 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 1.71% 7.46% 14.85% 46.39% 34.38% 26.26% 23.55% 15.29% 30.56% 45.00% 33.65% 24.86% 16.17%
Category Average -2.35% -0.05% 3.33% 17.98% 14.10% 12.04% 10.02% 8.22% 11.04% 18.32% 14.99% 11.30% 8.97%
Kotak Equity Fof -1.00%₹ 9,899 2.26%₹ 10,226 9.77%₹ 10,977 25.38%₹ 12,537 21.29%₹ 13,338 24.91%₹ 15,612 28.58%₹ 31,509 19.70%₹ 17,158 24.41%₹ 51,322 15.06%₹ 20,171 18.32%₹ 94,758 15.29%₹ 41,551 15.65%₹ 2,72,430
Franklin India Dynamic Asset Allocation Fund Of Funds -1.89%₹ 9,810 3.91%₹ 10,391 12.99%₹ 11,299 37.05%₹ 13,704 30.50%₹ 13,895 11.79%₹ 12,501 28.04%₹ 31,359 10.31%₹ 13,427 17.81%₹ 46,819 9.63%₹ 15,842 11.89%₹ 80,901 10.36%₹ 26,817 10.41%₹ 2,05,911
Franklin India Feeder - Franklin U.s. Opportunities Fund -5.39%₹ 9,461 -2.55%₹ 9,744 13.95%₹ 11,394 19.38%₹ 11,937 17.00%₹ 13,074 31.27%₹ 17,244 27.08%₹ 31,097 26.26%₹ 20,140 28.37%₹ 54,160 23.55%₹ 28,819 24.86%₹ 1,11,010 - -
Edelweiss Greater China Equity OfF-Shore Fund -3.05%₹ 9,695 -2.93%₹ 9,706 -12.51%₹ 8,749 -1.27%₹ 9,872 -15.69%₹ 10,959 26.08%₹ 15,905 11.19%₹ 26,853 24.73%₹ 19,416 20.49%₹ 48,615 19.41%₹ 24,297 19.02%₹ 96,387 - -
ICICI Prudential Thematic Advantage Fund (FoF) -3.88%₹ 9,611 2.10%₹ 10,209 11.22%₹ 11,122 46.39%₹ 14,638 30.47%₹ 13,893 34.38%₹ 18,073 45.00%₹ 36,154 22.55%₹ 18,416 33.65%₹ 58,101 16.56%₹ 21,520 21.76%₹ 1,03,044 13.93%₹ 36,909 16.17%₹ 2,80,234
DSP World Mining Fund -1.49%₹ 9,851 -5.97%₹ 9,402 -11.63%₹ 8,836 13.67%₹ 11,366 -2.84%₹ 11,815 26.28%₹ 15,956 22.18%₹ 29,762 20.43%₹ 17,474 22.02%₹ 49,663 14.16%₹ 19,404 16.98%₹ 91,703 1.97%₹ 12,162 9.64%₹ 1,97,692

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Fof as on 08 Dec 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%