Kotak Emerging Equity Fund(G)

Equity Mid Cap Rating :

₹ 134.05

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

Atul Bhole

Fund Benchmark
Nifty Midcap 150 - TRI

Total AUM

₹ 53,463.90 Cr

Expense Ratio
1.42

52 Week High
₹ 137.75

52 Week Low
₹ 108.77

Fund Verdict

Neutral

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio137.75

P/B Ratio4.99

Sharpe0.35

Turnover Ratio38.96

Alpha-0.04

Beta0.90

Sortino0.68

Standard Deviation15.62

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	3.95%	12.81%	-0.51%	5.53%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	27.22%	27.34%	30.37%	17.78%

Market Cap Distribution

Large Cap

13.62 %
Mid Cap

65.24 %
Small Cap

15.17 %

Avg Market Cap
₹ 57,650.00
(In Crore)

Peer Information

Invesco India Midcap Fund(G)

Equity Mid Cap Neutral

1Y Returns 16.67%

3Y Returns 31.78%

AUM ₹7,405.90 Cr

NAV ₹183.37

Buy Now

WOC Mid Cap Fund-Reg(G)

Equity Mid Cap Neutral

1Y Returns 7.80%

3Y Returns

AUM ₹3,454.20 Cr

NAV ₹19.39

Buy Now

Bandhan Midcap Fund-Reg(G)

Equity Mid Cap Neutral

1Y Returns 0.39%

3Y Returns

AUM ₹1,794.50 Cr

NAV ₹17.49

Buy Now

Axis Midcap Fund-Reg(G)

Equity Mid Cap Neutral

1Y Returns 2.58%

3Y Returns 22.05%

AUM ₹32,068.50 Cr

NAV ₹114.05

Buy Now

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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