Kotak Mahindra Mutual Fund – International Markets Value Circle (IMVC)

Kotak Equity Savings Fund: 19% returns, performance analysis and top holdings

Aman — Sat, 20 Jul 2024 05:34:53 +0000

Kotak Mahindra Mutual Fund offers an Equity Savings mutual fund plan called Kotak Equity Savings Fund Direct-Growth. Since its debut on September 17, 2014, the fund has been in operation for nine years. The Kotak Equity Savings Fund Direct-Growth has assets under management (AUM) of ₹6,077 Crores, making it a medium-sized fund in its category.

The fund’s stock investments are mainly in the Financial, Unclassified, Energy, Services and Automobile sectors. It has gained less exposure to the Financial and Unclassified sectors than other funds in the category.

Kotak Equity Savings Fund Performance

Last year’s growth returns for the Kotak Equity Savings Fund Direct were 20.27%. It has generated 10.68% average yearly returns since its launch. Every five years, the fund doubles the fund invested in it.

The Kotak Equity Savings Fund Direct-Growth scheme outperforms most other funds in its category in terms of its ability to consistently provide returns. It has a strong capacity to limit losses in a declining market.

Kotak Equity Savings Fund Returns

Period	Kotak Equity Savings Fund	Category average
1 month	1.36%	1.35%
3 months	5.64%	4.96%
6 months	10.78%	8.73%
1 year	19.96%	16.03%
3 years	13.92%	10.86%
5 years	12.92%	11.18%

Kotak Equity Savings Fund Top 5 Holdings

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	6.02%
Kotak Liquid – Plan A – Direct Plan-Growth	NA	Mutual Fund	5.06%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	4.09%
ICICI Bank Ltd.	Financial	Equity	4.05%
Kotak Money Market Fund Direct-Growth	NA	Mutual Fund	4.02%

Kotak Equity Savings Fund Suitability

Equity-savings funds invest around one-third of your money in equity shares, bonds, and arbitrage opportunities, however, the ratio may fluctuate based on the fund manager’s market view.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.

Kotak Emerging Equity Fund; Check returns, performance analysis and top holdings

Aman — Sat, 20 Jul 2024 05:19:07 +0000

Kotak Mahindra Mutual Fund offers a mid-cap mutual fund plan called Kotak Emerging Equity Fund Direct-Growth. This fund launched on January 1, 2013, making it 11 years old. The Kotak Emerging Equity Fund Direct-Growth has assets under management (AUM) of ₹49,023 crores, making it a medium-sized fund in its category.

The majority of the fund’s money is invested in the capital goods, financial, materials, technology and automobile industries. Compared to other funds in the category, it has taken less exposure in the financial and capital goods sectors.

Kotak Emerging Equity Fund Performance

Kotak Emerging Equity Fund Direct-Growth returns over the previous year is 49.62%. Since its launch, it has generated an average yearly return of 22.45%. Every three years, the fund’s investment doubles.

The Kotak Emerging Equity Fund Direct-Growth scheme has a steady track record of producing returns that are similar to other funds in its category. Its capacity to manage losses in a sinking market is average.

Kotak Emerging Equity Fund Returns

Period	Kotak Emerging Equity Fund	Category average
1 month	0.74%	0.56%
3 months	19.89%	15.8%
6 months	29.38%	25.7%
1 year	49.77%	50.65%
3 years	26.24%	25.94%
5 years	29.71%	28.93%

Kotak Emerging Equity Fund Top 5 Holdings

Name	Sector	Instrument	Assets
Supreme Industries Ltd.	Chemicals	Equity	4.07%
Cummins India Ltd.	Capital Goods	Equity	3.63%
Bharat Electronics Ltd.	Capital Goods	Equity	3.62%
Schaeffler India Ltd.	Capital Goods	Equity	3.45%
Oberoi Realty Ltd.	Construction	Equity	3.24%

Kotak Emerging Equity Fund Suitability

When you invest for 7 years or longer, you can expect profits that surpass both inflation and fixed income returns.

This fund makes investments in companies that are medium-sized. When stock prices fall, such funds suffer more than those that invest in larger firms. As a result, while long-term returns should be better, there will be more severe ups and downs along the way.

Kotak Mahindra Mutual Fund’s Top 5 Funds: Infrastructure and Economic Reform Fund Soars with 39.2% CAGR

Aman — Sun, 07 Jul 2024 04:26:08 +0000

Operating as an investment management company, Kotak Mahindra Mutual Fund Asset Management Company Limited offers portfolio management and advisory services to several private funds, individuals, trusts, institutions and investment companies. Kotak Mahindra Mutual Fund AMC is a public company that services clients globally. It was started on August 2, 1994. It is listed as a non-governmental enterprise in the Mumbai corporate registry.

Here are the top 5 funds of Kotak Mahindra Mutual Fund

Fund Name	Fund Size(in Cr)	3Y Returns (CAGR)
Kotak Infrastructure and Economic Reform Fund Direct Growth	1,989	39.2%
Kotak Emerging Equity Fund Direct Growth	45,017	27.2%
Kotak Equity Savings Fund Direct Growth	5,605	13.7%
Kotak Debt Hybrid Fund Direct Growth	2,477	12.4%
Kotak India EQ Contra Fund Direct-Growth	3,136	26.9%

1. Kotak Infrastructure and Economic Reform Fund Direct Growth

Kotak Mahindra Mutual Fund offers an equity mutual fund scheme named Kotak Infrastructure and Economic Reform Fund Direct-Growth. Fund manager Nalin Rasik Bhatt is now in charge of the scheme. As of July 7, 2024, its AUM is ₹1,989.53 Crores, while its most recent NAV is declared at ₹84.116.