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Useful articles for your finance management by our team of experts

Mutual Fund Review – Kotak Global Emerging Market

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Name of the Fund: Kotak Global Emerging Market (G)

Crisil Rank: NA

Category: Equity – International

Expense Ratio: 1.85%

Risk Level: Medium

Benchmark: MSCI Emerging Markets

Objective:  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.

Returns (Annualized)

1-Year3-Year5-Year
11.33%11.62%21.08%

Our Review

Kotak global emerging market fund has made its inception in the year 2007. Since launch, it has delivered annualized returns of 4.98%.

The fund invests in emerging markets outside India. Higher proportion is invested in global mutual funds which in turn invest in these emerging markets. The 5 year returns of the fund has been amazing, which proves that the fund has been able to withstand global volatile markets.

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