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Kotak Equity Fof

Kotak Equity Fof

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.25

as on 30 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,406 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

  • ₹ 150.230

    as on 30 Nov 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 514 Cr.

  • 1.09%

  • 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 ₹ 150.230 as on 30 Nov 2022.

This fund has 18 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.09%. 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 in units of Kotak Mahindra Mutual Fund schemes & ETFs / Index schemes (Domestic & Offshore Funds including Gold ETFs scheme.

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 Abhishek Bisen

    Picture of Abhishek BisenMr. Abhishek Bisen has been associated with the company since October 2006. His key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd. where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His former assignments also include 2 years of merchant banking experience with a leading merchant banking firm.he holds a BA in Management and an MBA in Finance.
  • 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 High 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 24.80% 18.41% 18.28% 30.83% 38.94% 25.44% 16.41% 14.82% 33.18% 31.64% 33.27% 21.41% 15.95%
Category Average 4.20% 3.64% 5.08% 1.98% 10.49% 9.47% 7.63% 8.46% 7.44% 6.33% 10.30% 8.85% 8.88%
Kotak Equity Fof 4.55%₹ 10,454 6.25%₹ 10,624 13.15%₹ 11,314 11.87%₹ 11,187 20.28%₹ 13,283 19.30%₹ 14,253 17.05%₹ 28,397 20.25%₹ 17,406 20.92%₹ 48,911 14.86%₹ 19,994 18.32%₹ 94,790 14.71%₹ 39,468 15.20%₹ 2,65,977
Franklin India Dynamic Asset Allocation Fund Of Funds 1.39%₹ 10,138 4.60%₹ 10,459 9.65%₹ 10,965 9.47%₹ 10,947 14.08%₹ 12,894 23.42%₹ 15,232 17.10%₹ 28,398 10.76%₹ 13,600 19.37%₹ 47,840 8.90%₹ 15,322 12.87%₹ 82,856 10.02%₹ 25,997 10.42%₹ 2,05,985
ICICI Prudential Thematic Advantage Fund (FoF) 3.76%₹ 10,375 7.61%₹ 10,761 13.36%₹ 11,335 9.96%₹ 10,995 18.48%₹ 13,168 30.32%₹ 16,983 19.03%₹ 28,914 25.44%₹ 19,776 28.28%₹ 54,072 15.23%₹ 20,326 21.41%₹ 1,02,148 13.71%₹ 36,183 15.95%₹ 2,76,938
DSP World Mining Fund 16.49%₹ 11,649 17.49%₹ 11,749 -3.08%₹ 9,691 18.10%₹ 11,810 20.36%₹ 13,288 20.62%₹ 14,572 14.58%₹ 27,742 24.56%₹ 19,347 21.87%₹ 49,558 16.41%₹ 21,389 19.35%₹ 97,193 4.91%₹ 16,155 12.84%₹ 2,34,442
ICICI Prudential Bharat 22 - Fof 1.71%₹ 10,171 8.15%₹ 10,814 18.28%₹ 11,827 30.83%₹ 13,082 33.18%₹ 14,056 38.94%₹ 19,304 31.64%₹ 32,340 17.55%₹ 16,264 33.27%₹ 57,767 - - - -
ICICI Prudential Passive Strategy Fund (FoF) 2.00%₹ 10,200 7.92%₹ 10,791 14.82%₹ 11,482 9.05%₹ 10,904 19.27%₹ 13,217 22.01%₹ 14,886 16.08%₹ 28,132 15.98%₹ 15,620 21.88%₹ 49,549 11.95%₹ 17,585 16.02%₹ 89,563 11.70%₹ 30,260 12.94%₹ 2,35,663

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Fof as on 02 Dec 2022 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%