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Jama - Kotak Emerging Equity


Kotak Emerging Equity

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Equity-Mid Cap
NAV : 102.746
(-0.12100000000000932
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)
AUM : ₹240 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.47%9.74%24.04%17.3%14.99%32.87%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme predominantly investing in mid cap stocks
NAV102.746
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio37.0%
Exit Load : i) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%. ii) For redemption/switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: Nil. Note Any exit load charged (net off Service Tax, if any) shall be credited back to the respective scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,11,372₹1,11,051₹321
After 1 year₹1,17,299₹1,15,915₹1,384
After 3 years₹2,34,564₹2,26,066₹8,498
After 20 years₹2,94,04,048₹2,29,91,479₹64,12,569

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 32.87% Past 3 yr Data




Fund Objective:
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 companies. The scheme may also invest in debt and money market instruments, as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.
Fund Manager:
Pankaj Tibrewal