Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 58.66 | 2.41 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 60.33 | 2.30 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Emerging Equity Fund(IDCW-Payout) | 48.74% | 23.86% | 18.11% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 36.21% | 18.36% | 14.66% |
Nippon India Growth Fund(IDCW) | 44.10% | 20.27% | 11.88% |
Axis Midcap Fund(IDCW) | 35.88% | 8.28% | 13.57% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
4.06 %
Holdings
3.55 %
Holdings
3.33 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
73
Total AUM
₹ 4,64,967.60 Cr.
Atul Bhole
AUM: ₹59,136.97 Cr.
|
Exp: 7yrs
B.Com, CA , MMS
Mr. Atul joined Tata Asset Management Limited in February 2007 as an Equity Research Analyst covering Technology, Telecom and Banking, Financial Services, Insurance (BFSI) sectors.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
Fund has been able to generate better returns compared to other funds in the same category