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Kotak Emerging Equity Fund
Kotak Mahindra Mid Cap Direct Plan ▼ Outlook: Softening
Ranked #2 of 3 in Mid Cap
54
★★★★☆
SmartMoney Score™
Returns (Annualised)
1 Year
18.9%
3 Year
24.5%
5 Year
23.8%
Risk & Cost Metrics
Std Dev (3Y)
16.5%
Sortino
1.52
Max Drawdown
-22.8%
Beta
0.98
Alpha
+5.6%
Expense
0.48%
AUM
₹52,800 Cr
Mgr Tenure
9 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 69
5Y Risk-Adjusted Return 58
Excess Return vs Benchmark 62
Up-Market Participation 59
Risk & Downside
Volatility (Std Dev) 42
Maximum Drawdown 43
Downside-Adjusted Return (Sortino) 53
Down-Market Protection 49
Cost & Efficiency
Expense Ratio vs Category 76
Jensen's Alpha 62
Information Ratio 60
Alpha per Unit of Market Risk 63
Portfolio Quality
Diversification 69
Quality of Holdings 53
Portfolio Liquidity 39
Size vs Mandate (AUM Fit) 15
Stewardship & Momentum
Manager Tenure 52
Fund-House Pedigree 61
Relative Strength (1Y vs peers) 44
Performance Trajectory 40
Pillar Scores
Performance 62/100
Risk & Downside 47/100
Cost & Efficiency 65/100
Portfolio Quality 44/100
Stewardship & Momentum 49/100
vs Benchmark (3Y)
Fund
24.5%
vs
Benchmark
19.2%
Outperformed by 5.3%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.