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Kotak Equity Fof

Kotak Equity Fof

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.14

as on 21 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,775 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

  • ₹ 171.358

    as on 21 Sep 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 908 Cr.

  • 0.88%

  • 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 ₹ 171.358 as on 21 Sep 2023.

This fund has 19 years of track record. Since 31 Mar 2023 expense ratio of this fund is 0.88%. 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 5.67% 12.89% 26.80% 37.70% 29.82% 44.41% 17.25% 16.43% 46.66% 36.97% 37.16% 27.00% 16.28%
Category Average -9.72% -8.60% -2.62% 1.12% 4.75% 12.47% 8.24% 8.58% 12.48% 8.26% 8.34% 9.60% 9.02%
Kotak Equity Fof 2.10%₹ 10,209 5.56%₹ 10,556 15.27%₹ 11,526 19.99%₹ 11,999 22.87%₹ 13,441 13.42%₹ 12,862 18.60%₹ 28,808 21.14%₹ 17,775 18.38%₹ 47,197 17.25%₹ 22,173 19.40%₹ 97,295 16.43%₹ 45,839 15.46%₹ 2,69,720
Franklin India Dynamic Asset Allocation Fund Of Funds 4.08%₹ 10,408 8.81%₹ 10,880 16.15%₹ 11,614 15.93%₹ 11,593 23.64%₹ 13,488 12.20%₹ 12,588 16.21%₹ 28,172 23.53%₹ 18,852 18.07%₹ 46,989 10.46%₹ 16,452 14.94%₹ 87,228 11.17%₹ 28,860 11.08%₹ 2,13,356
ICICI Prudential Bharat 22 - Fof 5.67%₹ 10,566 12.89%₹ 11,289 26.80%₹ 12,679 37.70%₹ 13,770 46.66%₹ 14,851 29.82%₹ 16,854 36.97%₹ 33,856 44.41%₹ 30,114 37.16%₹ 60,808 15.26%₹ 20,355 27.00%₹ 1,16,843 - -
ICICI Prudential Thematic Advantage Fund (FoF) 2.66%₹ 10,265 7.68%₹ 10,767 20.17%₹ 12,016 20.05%₹ 12,005 26.34%₹ 13,653 11.98%₹ 12,539 17.87%₹ 28,611 29.66%₹ 21,798 20.61%₹ 48,690 16.65%₹ 21,607 22.34%₹ 1,04,467 15.42%₹ 41,997 16.28%₹ 2,81,915
ICICI Prudential India Equity Fof 3.47%₹ 10,347 9.75%₹ 10,975 22.11%₹ 12,210 19.77%₹ 11,977 29.85%₹ 13,865 13.65%₹ 12,917 19.38%₹ 29,016 29.37%₹ 21,653 21.69%₹ 49,431 - - - -
ICICI Prudential Passive Strategy Fund (FoF) 2.38%₹ 10,237 7.80%₹ 10,780 19.05%₹ 11,905 18.95%₹ 11,894 24.38%₹ 13,530 9.35%₹ 11,956 16.95%₹ 28,366 24.42%₹ 19,259 17.58%₹ 46,666 12.64%₹ 18,141 17.44%₹ 92,739 13.48%₹ 35,472 13.31%₹ 2,40,295

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Fof as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%