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Kotak Equity Fof

Kotak Equity Fof

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.85

as on 17 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,541 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

  • ₹ 148.958

    as on 17 Mar 2023
  • 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 ₹ 148.958 as on 17 Mar 2023.

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 4.17% 4.93% 29.53% 22.14% 26.17% 35.08% 14.58% 14.73% 24.31% 25.21% 31.89% 17.06% 14.29%
Category Average -12.65% -11.42% -7.41% -9.91% 4.73% 16.38% 7.18% 8.08% 3.79% 1.90% 7.12% 7.36% 8.14%
Kotak Equity Fof -0.99%₹ 9,900 -1.71%₹ 9,829 4.96%₹ 10,495 11.20%₹ 11,120 12.29%₹ 12,779 14.45%₹ 13,099 11.03%₹ 26,801 22.85%₹ 18,541 16.46%₹ 45,905 14.58%₹ 19,760 16.43%₹ 90,433 14.73%₹ 39,580 14.29%₹ 2,53,208
Franklin India Dynamic Asset Allocation Fund Of Funds -1.30%₹ 9,869 -2.77%₹ 9,723 0.20%₹ 10,019 4.25%₹ 10,424 3.63%₹ 12,233 14.96%₹ 13,216 7.44%₹ 25,876 16.03%₹ 15,621 14.52%₹ 44,652 8.01%₹ 14,704 10.42%₹ 77,953 9.56%₹ 24,949 9.21%₹ 1,93,243
ICICI Prudential Bharat 22 - Fof 0.51%₹ 10,051 1.63%₹ 10,163 7.52%₹ 10,752 22.14%₹ 12,214 24.31%₹ 13,517 26.17%₹ 15,929 25.21%₹ 30,562 35.08%₹ 24,649 31.89%₹ 56,693 - - - -
ICICI Prudential Thematic Advantage Fund (FoF) -4.02%₹ 9,597 -4.83%₹ 9,516 -1.23%₹ 9,876 3.08%₹ 10,307 2.15%₹ 12,139 13.46%₹ 12,876 5.56%₹ 25,398 34.38%₹ 24,265 18.45%₹ 47,210 13.86%₹ 19,141 17.06%₹ 91,829 13.53%₹ 35,600 14.02%₹ 2,49,511
DSP World Mining Fund -9.17%₹ 9,082 -3.71%₹ 9,629 16.62%₹ 11,662 -8.68%₹ 9,132 2.41%₹ 12,155 6.85%₹ 11,419 3.88%₹ 24,973 32.27%₹ 23,143 12.76%₹ 43,533 13.27%₹ 18,655 15.38%₹ 88,124 5.23%₹ 16,655 11.63%₹ 2,19,642
ICICI Prudential India Equity Fof -2.87%₹ 9,712 -3.83%₹ 9,617 -0.97%₹ 9,903 3.71%₹ 10,371 1.83%₹ 12,118 13.26%₹ 12,833 5.98%₹ 25,504 29.88%₹ 21,909 18.31%₹ 47,113 - - - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Fof as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%