Kotak Global Emerging Market Scheme

Kotak Global Emerging Market Fund is an international mutual fund managed by Deepak Gupta and Abhishek Bisen. Its performance has lacked luster. New investors can safely skip this fund. Existing investors can exit this scheme for better performing funds.

Where does Kotak Global Emerging Market Scheme invest your money?

Kotak Global Emerging Market Fund is a fund of funds scheme. Presently its portfolio consists of 3 different equity mutual funds based abroad. It indirectly invests in stocks of companies based abroad through these funds.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Kotak Global Emerging Market Scheme performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Sep 2007, your value of investments would be around Rs 1.01 lakhs. The fund’s performance has not been similar to other funds in this category. The fund has been giving around 4% returns to those who have stayed invested since inception.

Assume you had invested Rs 10,000 every month in Kotak Global Emerging Market Fund through SIP since inception today you would have around Rs 8.56 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Kotak Global Emerging Market Fund is 1.85%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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