+91-22-48913909সেরা বক্স SIP মিউচুয়াল ফান্ড 2022
বক্সচুমুক সবচেয়ে কার্যকর উপায় একমিউচুয়াল ফান্ডে বিনিয়োগ করুন স্কিম একটি এসআইপি-তে, আপনি আপনার মাসিক বিনিয়োগ স্বয়ংক্রিয়ভাবে করেন। আপনি নির্দিষ্ট মাসিক কিস্তিতে নির্দিষ্ট সময়ের মধ্যে আপনার মিউচুয়াল ফান্ড বিনিয়োগ ছড়িয়ে দিতে পারেন। অতএব, আপনি নিয়মিত বিরতিতে মাসিক অল্প পরিমাণ অর্থ বিনিয়োগ করতে পারেন এবং আপনার অর্জন করতে পারেনআর্থিক লক্ষ্য. গোলের মতোঅবসর পরিকল্পনা, বিবাহ, একটি বাড়ি/গাড়ি ক্রয়, একটি SIP রুট গ্রহণ করে পূরণ করা যেতে পারে। এর বিনিয়োগ শৈলীর কারণে, SIP বিনিয়োগ করার জন্য একটি দুর্দান্ত হাতিয়ারইক্যুইটি. এটা ইক্যুইটি এর ক্ষতির ভারসাম্যবাজার. বাজারের অশান্ত অবস্থার মধ্যেও এটি স্থিতিশীলতা নিশ্চিত করে। SIP-এর অন্যান্য সুবিধাগুলির মধ্যে কয়েকটি হল:
- রুপি খরচ গড়
- যৌগিক শক্তি
- বাজার সময় প্রয়োজন নেই
- দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস গড়ে তোলে
বিনিয়োগকারীরা যারা আগ্রহীএকটি এসআইপিতে বিনিয়োগ করুন, এখানে কিছু সেরা কোটাক এসআইপি রয়েছেযৌথ পুঁজি 2022-এর জন্য। এই তহবিলগুলি AUM-এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি
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ইক্যুইটির জন্য কোটাক মিউচুয়াল ফান্ডের সেরা এসআইপি ফান্ড
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Emerging Equity Scheme Growth ₹130.881
↑ 2.14 ₹60,637 1,000 -6.1 -2.7 11.2 21.1 21.1 1.8 Kotak India EQ Contra Fund Growth ₹152.854
↑ 1.61 ₹5,136 1,000 -1.9 3.3 13.5 20.8 19.1 7.4 Kotak Equity Opportunities Fund Growth ₹348.33
↑ 5.86 ₹30,039 1,000 -1.3 3.2 14.6 20.1 18.4 5.6 Kotak Infrastructure & Economic Reform Fund Growth ₹62.419
↑ 1.25 ₹2,353 1,000 -6.5 -4 5.1 19.8 24.1 -3.7 Kotak Global Emerging Market Fund Growth ₹34.708
↑ 0.87 ₹256 1,000 14.5 32.6 53.8 18.7 8.1 39.1 Kotak Standard Multicap Fund Growth ₹86.76
↑ 1.58 ₹56,460 500 -0.8 2.8 15.8 17.8 15.6 9.5 Kotak Tax Saver Fund Growth ₹114.837
↑ 1.67 ₹6,452 500 -2.6 0.3 8.3 16 16.2 1.8 Kotak Bluechip Fund Growth ₹579.4
↑ 5.10 ₹11,087 100 -2.1 2.8 11.6 15.7 14.6 8.7 Kotak Small Cap Fund Growth ₹234.171
↑ 3.06 ₹17,258 1,000 -10.2 -10.7 -2.6 13.9 18.2 -9.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 9 Funds showcased
Commentary Kotak Emerging Equity Scheme Kotak India EQ Contra Fund Kotak Equity Opportunities Fund Kotak Infrastructure & Economic Reform Fund Kotak Global Emerging Market Fund Kotak Standard Multicap Fund Kotak Tax Saver Fund Kotak Bluechip Fund Kotak Small Cap Fund Point 1 Highest AUM (₹60,637 Cr). Bottom quartile AUM (₹5,136 Cr). Upper mid AUM (₹30,039 Cr). Bottom quartile AUM (₹2,353 Cr). Bottom quartile AUM (₹256 Cr). Top quartile AUM (₹56,460 Cr). Lower mid AUM (₹6,452 Cr). Lower mid AUM (₹11,087 Cr). Upper mid AUM (₹17,258 Cr). Point 2 Established history (18+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Established history (20+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 5★ (top quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.09% (top quartile). 5Y return: 19.08% (upper mid). 5Y return: 18.42% (upper mid). 5Y return: 24.12% (top quartile). 5Y return: 8.09% (bottom quartile). 5Y return: 15.59% (bottom quartile). 5Y return: 16.20% (lower mid). 5Y return: 14.63% (bottom quartile). 5Y return: 18.21% (lower mid). Point 6 3Y return: 21.11% (top quartile). 3Y return: 20.85% (top quartile). 3Y return: 20.11% (upper mid). 3Y return: 19.79% (upper mid). 3Y return: 18.74% (lower mid). 3Y return: 17.80% (lower mid). 3Y return: 16.04% (bottom quartile). 3Y return: 15.72% (bottom quartile). 3Y return: 13.89% (bottom quartile). Point 7 1Y return: 11.19% (lower mid). 1Y return: 13.46% (upper mid). 1Y return: 14.62% (upper mid). 1Y return: 5.08% (bottom quartile). 1Y return: 53.85% (top quartile). 1Y return: 15.77% (top quartile). 1Y return: 8.33% (bottom quartile). 1Y return: 11.60% (lower mid). 1Y return: -2.64% (bottom quartile). Point 8 Alpha: -3.77 (lower mid). Alpha: -0.26 (top quartile). Alpha: -2.40 (lower mid). Alpha: -18.36 (bottom quartile). Alpha: -1.28 (upper mid). Alpha: 1.61 (top quartile). Alpha: -5.73 (bottom quartile). Alpha: -1.48 (upper mid). Alpha: -5.53 (bottom quartile). Point 9 Sharpe: -0.11 (lower mid). Sharpe: 0.16 (upper mid). Sharpe: 0.04 (lower mid). Sharpe: -0.27 (bottom quartile). Sharpe: 2.58 (top quartile). Sharpe: 0.28 (top quartile). Sharpe: -0.19 (bottom quartile). Sharpe: 0.25 (upper mid). Sharpe: -0.61 (bottom quartile). Point 10 Information ratio: -0.44 (bottom quartile). Information ratio: 1.40 (top quartile). Information ratio: -0.05 (upper mid). Information ratio: -0.25 (lower mid). Information ratio: -0.50 (bottom quartile). Information ratio: -0.04 (upper mid). Information ratio: -0.35 (lower mid). Information ratio: 0.46 (top quartile). Information ratio: -0.86 (bottom quartile). Kotak Emerging Equity Scheme
Kotak India EQ Contra Fund
Kotak Equity Opportunities Fund
Kotak Infrastructure & Economic Reform Fund
Kotak Global Emerging Market Fund
Kotak Standard Multicap Fund
Kotak Tax Saver Fund
Kotak Bluechip Fund
Kotak Small Cap Fund
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. Below is the key information for Kotak Emerging Equity Scheme Returns up to 1 year are on (Erstwhile Kotak Classic Equity Fund) To generate capital appreciation from a diversified portfolio of equity and equity
related securities. However, there is no assurance that the objective of the scheme will be realized. Research Highlights for Kotak India EQ Contra Fund Below is the key information for Kotak India EQ Contra Fund Returns up to 1 year are on (Erstwhile Kotak Opportunities Scheme) To generate capital appreciation from a diversified portfolio of equity and equity
related securities. However, there is no assurance that the objective of the scheme will be realized. Research Highlights for Kotak Equity Opportunities Fund Below is the key information for Kotak Equity Opportunities Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets. Research Highlights for Kotak Global Emerging Market Fund Below is the key information for Kotak Global Emerging Market Fund Returns up to 1 year are on (Erstwhile Kotak Select Focus Fund) The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors. Research Highlights for Kotak Standard Multicap Fund Below is the key information for Kotak Standard Multicap Fund Returns up to 1 year are on The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on (Erstwhile Kotak 50 Fund) To generate capital appreciation from a portfolio of predominantly equity and
equity related securities. The portfolio will generally comprise of equity and equity
related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme
will be realized Research Highlights for Kotak Bluechip Fund Below is the key information for Kotak Bluechip Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Research Highlights for Kotak Small Cap Fund Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on 1. Kotak Emerging Equity Scheme
Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (28 Jan 26) ₹130.881 ↑ 2.14 (1.66 %) Net Assets (Cr) ₹60,637 on 31 Dec 25 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.11 Information Ratio -0.44 Alpha Ratio -3.77 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Years (1%),2 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4% 3 Month -6.1% 6 Month -2.7% 1 Year 11.2% 3 Year 21.1% 5 Year 21.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 33.6% 2022 31.5% 2021 5.1% 2020 47.3% 2019 21.9% 2018 8.9% 2017 -11.7% 2016 43% 2015 10.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Data below for Kotak Emerging Equity Scheme as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Kotak India EQ Contra Fund
Kotak India EQ Contra Fund
Growth Launch Date 27 Jul 05 NAV (28 Jan 26) ₹152.854 ↑ 1.61 (1.06 %) Net Assets (Cr) ₹5,136 on 31 Dec 25 Category Equity - Contra AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.16 Information Ratio 1.4 Alpha Ratio -0.26 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak India EQ Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2% 3 Month -1.9% 6 Month 3.3% 1 Year 13.5% 3 Year 20.8% 5 Year 19.1% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 22.1% 2022 35% 2021 7.4% 2020 30.2% 2019 15.2% 2018 10% 2017 2.6% 2016 35.4% 2015 7.1% Fund Manager information for Kotak India EQ Contra Fund
Name Since Tenure Data below for Kotak India EQ Contra Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Kotak Equity Opportunities Fund
Kotak Equity Opportunities Fund
Growth Launch Date 9 Sep 04 NAV (28 Jan 26) ₹348.33 ↑ 5.86 (1.71 %) Net Assets (Cr) ₹30,039 on 31 Dec 25 Category Equity - Large & Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.04 Information Ratio -0.05 Alpha Ratio -2.4 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -0.7% 3 Month -1.3% 6 Month 3.2% 1 Year 14.6% 3 Year 20.1% 5 Year 18.4% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.6% 2023 24.2% 2022 29.3% 2021 7% 2020 30.4% 2019 16.5% 2018 13.2% 2017 -5.6% 2016 34.9% 2015 9.6% Fund Manager information for Kotak Equity Opportunities Fund
Name Since Tenure Data below for Kotak Equity Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (28 Jan 26) ₹62.419 ↑ 1.25 (2.04 %) Net Assets (Cr) ₹2,353 on 31 Dec 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.27 Information Ratio -0.25 Alpha Ratio -18.36 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4% 3 Month -6.5% 6 Month -4% 1 Year 5.1% 3 Year 19.8% 5 Year 24.1% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 32.4% 2022 37.3% 2021 15.6% 2020 57.3% 2019 3.4% 2018 3.6% 2017 -19.6% 2016 45.3% 2015 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Kotak Global Emerging Market Fund
Kotak Global Emerging Market Fund
Growth Launch Date 26 Sep 07 NAV (27 Jan 26) ₹34.708 ↑ 0.87 (2.58 %) Net Assets (Cr) ₹256 on 31 Dec 25 Category Equity - Global AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk High Expense Ratio 1.64 Sharpe Ratio 2.58 Information Ratio -0.5 Alpha Ratio -1.28 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Global Emerging Market Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 13.6% 3 Month 14.5% 6 Month 32.6% 1 Year 53.8% 3 Year 18.7% 5 Year 8.1% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.1% 2023 5.9% 2022 10.8% 2021 -15% 2020 -0.5% 2019 29.1% 2018 21.4% 2017 -14.4% 2016 30.4% 2015 -1.2% Fund Manager information for Kotak Global Emerging Market Fund
Name Since Tenure Data below for Kotak Global Emerging Market Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Kotak Standard Multicap Fund
Kotak Standard Multicap Fund
Growth Launch Date 11 Sep 09 NAV (28 Jan 26) ₹86.76 ↑ 1.58 (1.86 %) Net Assets (Cr) ₹56,460 on 31 Dec 25 Category Equity - Multi Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.47 Sharpe Ratio 0.28 Information Ratio -0.04 Alpha Ratio 1.61 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Standard Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 0% 3 Month -0.8% 6 Month 2.8% 1 Year 15.8% 3 Year 17.8% 5 Year 15.6% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.5% 2023 16.5% 2022 24.2% 2021 5% 2020 25.4% 2019 11.8% 2018 12.3% 2017 -0.9% 2016 34.3% 2015 9.4% Fund Manager information for Kotak Standard Multicap Fund
Name Since Tenure Data below for Kotak Standard Multicap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (28 Jan 26) ₹114.837 ↑ 1.67 (1.47 %) Net Assets (Cr) ₹6,452 on 31 Dec 25 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.19 Information Ratio -0.35 Alpha Ratio -5.73 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -1.7% 3 Month -2.6% 6 Month 0.3% 1 Year 8.3% 3 Year 16% 5 Year 16.2% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Data below for Kotak Tax Saver Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Kotak Bluechip Fund
Kotak Bluechip Fund
Growth Launch Date 29 Dec 98 NAV (28 Jan 26) ₹579.4 ↑ 5.10 (0.89 %) Net Assets (Cr) ₹11,087 on 31 Dec 25 Category Equity - Large Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.25 Information Ratio 0.46 Alpha Ratio -1.48 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2.2% 3 Month -2.1% 6 Month 2.8% 1 Year 11.6% 3 Year 15.7% 5 Year 14.6% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 16.2% 2022 22.9% 2021 2% 2020 27.7% 2019 16.4% 2018 14.2% 2017 -2.1% 2016 29.2% 2015 2.9% Fund Manager information for Kotak Bluechip Fund
Name Since Tenure Data below for Kotak Bluechip Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (28 Jan 26) ₹234.171 ↑ 3.06 (1.33 %) Net Assets (Cr) ₹17,258 on 31 Dec 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.61 Information Ratio -0.86 Alpha Ratio -5.53 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -6.2% 3 Month -10.2% 6 Month -10.7% 1 Year -2.6% 3 Year 13.9% 5 Year 18.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 25.5% 2022 34.8% 2021 -3.1% 2020 70.9% 2019 34.2% 2018 5% 2017 -17.3% 2016 44% 2015 8.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Data below for Kotak Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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Research Highlights for Kotak Emerging Equity Scheme