Kotak Emerging Equity Fund – Direct Growth

Equity · Mid Cap
 · ★★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.37 %
Expense Ratio
★★★★
Rating
39,684
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 16 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 42.3% 24.3% 23.6% 21.1%
Category Average 56.9% 27.7% 24% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
80.6%
View all Holdings
Holdings Sector Instrument Asset
Solar Industries Aerospace & Defence Equity 4.56%
Cummins India Capital Goods-Non Electrical Equipment Equity 4.44%
Supreme Inds. Plastic products Equity 3.88%
Persistent Sys IT - Software Equity 3.54%
Oberoi Realty Realty Equity 2.98%
Bharat Electron Aerospace & Defence Equity 2.8%
Thermax Capital Goods-Non Electrical Equipment Equity 2.76%
Schaeffler India Bearings Equity 2.64%
P I Industries Agro Chemicals Equity 2.62%
Power Fin.Corpn. Finance Equity 2.44%
J K Cements Cement Equity 2.38%
Bharat Forge Castings, Forgings & Fastners Equity 2.31%
Ipca Labs. Pharmaceuticals Equity 2.19%
Coromandel Inter Fertilizers Equity 2.05%
Coforge IT - Software Equity 2.01%
Samvardh. Mothe. Auto Ancillaries Equity 1.83%
SKF India Bearings Equity 1.81%
Atul Chemicals Equity 1.8%
Dixon Technolog. Consumer Durables Equity 1.77%
Exide Inds. Auto Ancillaries Equity 1.72%
Blue Star Consumer Durables Equity 1.7%
Kajaria Ceramics Ceramic Products Equity 1.67%
Oil India Crude Oil & Natural Gas Equity 1.61%
LIC Housing Fin. Finance Equity 1.58%
Torrent Pharma. Pharmaceuticals Equity 1.51%
APL Apollo Tubes Steel Equity 1.39%
Voltas Consumer Durables Equity 1.33%
MRF Tyres Equity 1.33%
Whirlpool India Consumer Durables Equity 1.33%
Federal Bank Banks Equity 1.33%
Ratnamani Metals Steel Equity 1.33%
Mphasis IT - Software Equity 1.24%
Shriram Finance Finance Equity 1.19%
The Ramco Cement Cement Equity 1.15%
SRF Chemicals Equity 1.15%
H P C L Refineries Equity 1.12%
Zydus Lifesci. Pharmaceuticals Equity 1.08%
AU Small Finance Banks Equity 1.05%
ICICI Bank Banks Equity 1.04%
M & M Fin. Serv. Finance Equity 1.03%
Axis Bank Banks Equity 0.97%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.91%
Max Financial Finance Equity 0.91%
Amber Enterp. Consumer Durables Equity 0.9%
Sheela Foam Consumer Durables Equity 0.8%
Bata India Leather Equity 0.77%
Emami FMCG Equity 0.77%
Sundram Fasten. Auto Ancillaries Equity 0.76%
Balkrishna Inds Tyres Equity 0.74%
REC Ltd Finance Equity 0.73%
Vedant Fashions Retail Equity 0.7%
HDFC Bank Banks Equity 0.69%
Tech Mahindra IT - Software Equity 0.65%
Alkem Lab Pharmaceuticals Equity 0.59%
Uno Minda Auto Ancillaries Equity 0.58%
Fortis Health. Healthcare Equity 0.58%
Page Industries Readymade Garments/ Apparells Equity 0.56%
Metro Brands Leather Equity 0.55%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.48%
ZF Commercial Auto Ancillaries Equity 0.47%
Sundaram Finance Finance Equity 0.4%
Gujarat Gas Gas Distribution Equity 0.39%
Shree Cement Cement Equity 0.37%
Global Health Healthcare Equity 0.37%
Jubilant Food. Quick Service Restaurant Equity 0.34%
Honeywell Auto Electronics Equity 0.32%
Guj.St.Petronet Gas Distribution Equity 0.32%
Gland Pharma Pharmaceuticals Equity 0.29%
J B Chem & Pharm Pharmaceuticals Equity 0.28%
Hawkins Cookers Consumer Durables Equity 0.26%
Sun TV Network Entertainment Equity 0.24%
PNC Infratech Infrastructure Developers & Operators Equity 0.22%
Kewal Kir.Cloth. Readymade Garments/ Apparells Equity 0.19%
Industrial Products
15.13%
Consumer Durables
12.46%
Auto Components
10.85%
Finance
8.21%
IT-Software
7.16%
Others
46.19%
View all Sectors
Sectors Asset
Industrial Products 15.13%
Consumer Durables 12.46%
Auto Components 10.85%
Finance 8.21%
IT-Software 7.16%
Chemicals & Petrochemical 6.51%
Pharmaceuticals & Biotech 5.95%
Banks 5.31%
Fertilisers & Agrochemica 4.54%
Cement & Cement Products 4.19%
Aerospace & Defense 2.84%
Realty 2.71%
Debt 2.67%
Electrical Equipments 2.6%
Petroleum Products 1.67%
Oil 1.47%
Insurance 0.88%
Personal Products 0.84%
Textiles & Apparels 0.78%
Retailing 0.77%
Gas 0.73%
Construction 0.65%
Leisure Services 0.35%
Industrial Manufacturing 0.32%
Entertainment 0.25%
Food Products 0.16%
Cash & Others 0%
Equity
96.79%
Reverse Repos
3.14%
Net Curr Ass/Net Receivables
0.07%

Advance Ratio

0.93
Alpha
3.42
SD
0.77
Beta
1.29
Sharpe

Exit Load

Exit Load For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Fund Objective

Kotak Emerging Equity Fund is a mutual fund that has been around for quite some time. It was launched in 2004 by Kotak Mahindra Asset Management Company Limited (Kotak AMC), one of the oldest mutual fund companies in India.

The Kotak Emerging Equity Fund focuses on investing in emerging markets which makes it interesting. This fund was started by a man named Harishanker Subramaniam in 1993. If you’re looking to invest in an emerging equity fund, then the Kotak Emerging Equity Fund might be the right one.

Pros & Cons

Pros Cons
The fund’s annualized return has been 13.8% over the last five years, compared with the 11.4% return from the Nifty 50. The fund has a 5-year lock-in period, meaning that investors cannot withdraw their money for at least five years.
The fund invests in many companies in different sectors. This helps to reduce the risk associated with investing in one sector. If the healthcare sector is underperforming, then the funds in other sectors would offset the losses.
Kotak Emerging Equity Fund is managed by a team of experienced professionals who deeply understand the Indian markets. This expertise has helped the fund generate superior returns for investors.

Who Should Invest in Kotak Emerging Equity Fund?

The scheme offers two investment options viz. Growth and Dividend. The Growth option aims to increase capital by investing primarily in equity and equity-related instruments. The Dividend option seeks to provide regular income by investing predominantly in equity and equity-related instruments that have the potential to declare and pay dividends.

The fund invests in stocks that are at the beginning of their growth cycles and has the potential to earn superior returns. Investors willing to take on higher risk in pursuit of higher returns would be ideal candidates for this fund.

What are the Benefits of Investing in Kotak Emerging Equity Fund?

There are many benefits to investing in Kotak Emerging Equity Fund. For starters, it is a great way to get exposure to small and mid-sized companies that are growing at a rapid pace. This fund also offers the potential for high returns, which can help you reach your financial goals more quickly.

In addition, Kotak Emerging Equity Fund is a diversified fund, which means that it invests in a wide range of companies across different sectors. This helps to reduce risk and ensures that your investment is well-diversified.

The fund’s management team comprises experienced professionals with a track record of success managing similar portfolios. This gives investors peace of mind and can help them achieve their financial goals.

Fund Managers

Pankaj Tibrewal - Fund Manager

Mr Pankaj Tibrewal has over 13 years of fund management experience. Before joining Kotak AMC, he was an important member of Principal PNB Asset Management Company Pvt’s fund management team. Mr Tibrewal became part of the Kotak Mahindra Mutual Fund AMC back in January 2010 and has over 16 years of experience in the investment fund industry.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Emerging Equity Fund – Direct Growth ?

You can invest in Kotak Emerging Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Emerging Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Emerging Equity Fund – Direct Growth ?

The NAV of Kotak Emerging Equity Fund – Direct Growth is ₹121.4 as of 16 April 2024.

How to redeem Kotak Emerging Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Emerging Equity Fund – Direct Growth?

The minimum SIP amount of Kotak Emerging Equity Fund – Direct Growth is ₹100

What are the top sectors Kotak Emerging Equity Fund – Direct Growth has invested in?

The top sectors Kotak Emerging Equity Fund – Direct Growth has invested in are
  1. Industrial Products - 15.13%
  2. Consumer Durables - 12.46%
  3. Auto Components - 10.85%
  4. Finance - 8.21%
  5. IT-Software - 7.16%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Emerging Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Emerging Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak Emerging Equity Fund – Direct Growth generated ?

The Kotak Emerging Equity Fund – Direct Growth has delivered 21.1% since inception

What is the expense ratio of Kotak Emerging Equity Fund – Direct Growth ?

The expense ratio of Kotak Emerging Equity Fund – Direct Growth is 0.37 % as of 16 April 2024.

What is the AUM of Kotak Emerging Equity Fund – Direct Growth?

The AUM of Kotak Emerging Equity Fund – Direct Growth is ₹3,12,371 Cr as of 16 April 2024

What are the top stock holdings of Kotak Emerging Equity Fund – Direct Growth?

The top stock holdings of Kotak Emerging Equity Fund – Direct Growth are
  1. Solar Industries - 4.56%
  2. Cummins India - 4.44%
  3. Supreme Inds. - 3.88%
  4. Persistent Sys - 3.54%
  5. Oberoi Realty - 2.98%

How can I redeem my investments in Kotak Emerging Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Emerging Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Is there any lock in period for Kotak Emerging Equity Fund - Direct Growth?

No, there is no lock in period for Kotak Emerging Equity Fund – Direct Growth.

Invest Now