---
title: "RupeeCase Allcap vs Kotak Emerging Equity Fund | Compare"
description: "RupeeCase Allcap (model, back tested, 47.5% CAGR as of 8 Aug 2026) against Kotak Emerging Equity Fund (14.2% published, as of 13 Jul 2026): returns, Sharpe"
source_url: "https://www.rupeecase.com/compare/rupeecase-nifty-vs-kotak-emerging-equity"
---

Fund comparison, Mid Cap Fund

# RupeeCase Allcap vs Kotak Emerging Equity Fund

        The Allcap model record against the published figures of Kotak Emerging Equity Fund. Allcap is a quantitative index algo you hold in your own demat for **0.2% of the value traded per rebalance**; Kotak Emerging Equity is an actively managed fund charging **~1.5% TER** on the whole holding each year.

          Allcap CAGR, 5y47.49%Model, back tested, as of 8 Aug 2026

          Kotak Emerging Equity CAGR, 5y14.2%Published, as of 13 Jul 2026

          Allcap max drawdown−22.72%Model, as of 13 Jul 2026

          Kotak Emerging Equity max drawdown−31.1%Published, as of 13 Jul 2026

          [Invest in Allcap](https://invest.rupeecase.com/signup?strategy=allcap)
          [All comparisons](/compare)

* Allcap, model** ₹611**
* Kotak Emerging Equity, 14.2% CAGR line** ₹194**
* Nifty 50 TRI, 9.80% CAGR line** ₹160**

        100150200300400600

        ₹100 in the Allcap model in Jul 2021 became ₹611 by Jul 2026, after charges, log scale. Model, back tested, as of 27 Apr 2026. The fund line is a constant growth path at its published 5 year CAGR (as of 13 Jul 2026), not its NAV; the Nifty 50 TRI line is the same for the index. Not a promise of future returns.

        01Side by side

## Seven figures, each with its source and date.
Allcap: model, back tested, rolling 5 year window, return and minimum capital as of 8 Aug 2026, Sharpe and drawdown as of 13 Jul 2026. Kotak Emerging Equity Fund: publicly available figures as of 13 Jul 2026, rounded from AMC factsheets.

          * MetricRupeeCase Allcap, modelKotak Emerging Equity Fund, published

          * CAGR, 5 year47.49%14.2%

          * Sharpe1.680.74

          * Max drawdown−22.72%−31.1%

          * Minimum capital₹2,25,000₹5,000 SIP

          * Fees0.2% of traded value per rebalance~1.5% TER

          * Lock inNone1 year for exit load

          * TransparencyFull list at every rebalance, publishedMonthly disclosure

        Comparisons use publicly available data as of 13 Jul 2026 and RupeeCase rolling 5 year back test metrics; RupeeCase return and minimum capital figures are as of 8 Aug 2026. Mutual fund metrics rounded from AMC factsheets. A back test is not a live track record. Not investment advice; do your own due diligence. Past performance is not indicative of future results.

        02What actually differentiates them

## Who holds the shares, what you pay, how it is built, what you can see.

          *
### Who holds the shares
**Allcap:** you do, in your own demat; orders go through your own broker and you approve each rebalance. **Kotak Emerging Equity:** the scheme holds them; you hold units.

          *
### What you pay
**Allcap:** 0.2% of the value traded at each rebalance, nothing on what stays, nothing when nothing changes, no lock in. **Kotak Emerging Equity:** ~1.5% TER on the whole holding every year, with an exit load (1 year for exit load).

          *
### How it is built
**Allcap:** a fixed, published rule: 50 momentum names from the Nifty Total Market under ₹5,000, equal weight, rescreened every two weeks. **Kotak Emerging Equity:** a fund manager's selection within the mid cap fund mandate.

          *
### What you can see
**Allcap:** the full list on every rebalance date, back to 14 May 2021, in the [rebalance history](/rebalance/allcap/). **Kotak Emerging Equity:** monthly disclosure.

        03Where each one sits

## Core and satellite, in plain words.
Not advice; a description of what each product is built to do.

          * **RupeeCase Allcap is built as** a rules based momentum core: 50 names across the whole market, rescreened every two weeks, in your own demat, with a minimum of about ₹2,25,000 and the model drawdowns shown above. It suits an investor who wants a published rule and the shares in their own name, and can sit through a momentum drawdown.

          * **Kotak Emerging Equity Fund is built as** a managed mid cap fund with a small ticket (₹5,000 SIP), where the manager's choices and the ~1.5% TER are the trade off. It suits an investor who wants a pooled vehicle and a very small starting amount.

        Other pairs

* [vs SBI Magnum Midcap](/compare/rupeecase-nifty-vs-sbi-magnum-midcap)
* [vs Nippon India Nifty 50 BeES](/compare/rupeecase-nifty-vs-nippon-nifty-etf)
* [vs UTI Nifty 50 Index](/compare/rupeecase-nifty-vs-uti-nifty-50-index)
* [vs Mirae Asset Large Cap](/compare/rupeecase-nifty-vs-mirae-large-cap)
* [vs Axis Bluechip](/compare/rupeecase-nifty-vs-axis-bluechip)
* [vs HDFC Top 100](/compare/rupeecase-nifty-vs-hdfc-top-100)
* [vs ICICI Prudential Bluechip](/compare/rupeecase-nifty-vs-icici-pru-bluechip)
* [vs Smallcase All Weather / Momentum baskets](/compare/rupeecase-nifty-vs-smallcase-momentum)
* [RupeeCase vs mutual funds](/vs/mutual-funds)
* [Allcap strategy page](/strategies/allcap)

      04Questions

## Allcap vs Kotak Emerging Equity, in plain words

        Is RupeeCase Allcap a mutual fund like Kotak Emerging Equity?No. Kotak Emerging Equity Fund is a mid cap fund that pools investors' money and holds the shares in the scheme. RupeeCase Allcap is a published index algo: 50 momentum names from the Nifty Total Market at equal weight, rebalanced every two weeks, executed in your own broker account. The shares sit in your own demat; RupeeCase never holds money and is not a fund, PMS or adviser.

        Why compare a back test with a fund?Because that is what each side publishes. Allcap's figures are a model, back tested record (rolling 5 years, as of 8 Aug 2026; Sharpe and drawdown as of 13 Jul 2026); the fund's are its published returns and risk as of 13 Jul 2026, rounded from AMC factsheets. A back test is not a live track record and the two are not like for like; the page labels every figure with its source and date.

        What does each one cost?Kotak Emerging Equity Fund: ~1.5% TER, charged on the whole holding every year, plus an exit load (1 year for exit load). RupeeCase Allcap: 0.2% of the value traded at each rebalance, nothing on what stays, no subscription, AUM fee, performance fee or lock in. The [fee calculator](/fee-calculator) works out what that is on your amount over the years.

    Explore next

## Where to go next.

* [Free module 6.3Mutual Funds, Structure, Types and Hidden Costs8 min read](/learn/path-6/module-6-3-mutual-funds-structure-types-costs)
* [CalculatorExpense ratio impactFree, with the formula and a worked example](/learn/tools/expense-ratio-calculator)
* [StrategyNifty 50 Equal Weight strategyNifty 50, 50 stocks, every 4 weeks](/strategies/nifty-50-equal-weight)

## Hold the index algo in your own demat.

      Compare the 18 published model records, validate the back test, then invest; 0.2% of the value traded per rebalance, nothing else.

        [Invest in Allcap](https://invest.rupeecase.com/signup?strategy=allcap)
        [Compare strategies](/compare)

      Model, back tested. As of 8 Aug 2026. Not a fund, PMS or adviser. Not a promise of future returns.