How has India’s ninth-largest actively managed equity fund performed?

Identifying India’s ninth-largest equity fund

Kotak Emerging Equity Fund. Now, let’s look at its short- and long-term performance.

Fund details

It is a mid-cap fund with an AUM of Rs 39,738 Cr. Value Research Rating: ⅘, Expense ratio: 0.38% (Rank 2/29), Managed by: Atul Bhole, Note: As of February 29, 2024. Direct plan.

1-year performance

Fund’s return: 40.4%, Benchmark: 58.3%, Category rank: 37/38, Note: Returns of direct plans as of March 26, 2024. BSE 150 MidCap TRI is the benchmark.

5-year performance

Fund’s return: 23.4%, Benchmark: 24%, Category rank: 10/22, Note: Returns of direct plans as of March 20, 2024. BSE 150 MidCap TRI is the benchmark.

Since inception (March 2007)

Fund’s return: 14.6%, Benchmark: 15.9%, Note: Returns of regular plans as of March 26, 2024. BSE 150 MidCap TRI is the benchmark.

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