Kotak Glb EM Ovrs Eq Actv FOF Reg Gr
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 10 of the past 12 years, highlighting its ability to deliver consistent earnings participation across market cycles.
Concentrated Conviction
With a technology overweight of over 40% and representative holdings like Tencent and Samsung, the fund expresses high conviction in secular growth trends through concentrated sector positioning.
Emerging Markets Opportunity
Trading at a discount to historical averages, the fund provides exposure to potential catalysts like rising consumer spending and capex cycles in emerging economies, with key risks being geopolitical tensions and currency volatility.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Emerging market slowdown triggered by rising US rates could pressure exports.
Liquidity Risk
High mid-cap allocation could face liquidity stress during volatility spikes.
Concentration Risk
Concentrated in Indian equities, vulnerable to domestic policy or regulatory shifts.
Specific Strategy Risk
Execution risk from emerging market currency volatility impacting foreign investments.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides access to the growth potential of emerging market leaders across the globe. This approach captures companies benefiting from secular tailwinds like rising incomes, urbanization, and technological leapfrogging in developing economies. The portfolio's global diversification helps mitigate concentration risks inherent in single-country strategies.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Arjun Khanna
Mr. Arjun Khanna has experience of 19 years. Manages 32 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹874 Cr Holds a B.E. degree.
19 years
Combined Team Experience
₹ 874 Cr
Assets Under Management
CW Expert Take
Kotak brings banking-grade risk assessment to fund management. Their strength is in identifying mispriced opportunities while maintaining portfolio quality. The equity teams focus on sustainable business models, while their debt strategies emphasize credit selection and liquidity management—reflecting the parent group's risk culture.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Kotak AMC follows a disciplined investment approach focused on rigorous research.
Risk Management
Robust risk management framework with emphasis on diversification and downside protection.
Long-Term Perspective
Kotak AMC maintains a long-term perspective in its investment decision-making process.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)