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Would Have Become--
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Invested Value--
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Total Gain--
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Returns-- per annum
| ₹100 | ₹100 | 0.49 % | 4★ | ₹23,962 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹100 | ₹100 | 0.49 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹23,962 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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 |
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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. |
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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. |
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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. |
How to Invest in Kotak Emerging Equity Fund?
Kotak Emerging Equity Fund is a great investment option for those seeking exposure to small and mid-cap stocks. The fund has a proven track record and has delivered strong returns over the years.
Investors can choose to invest either in a lump sum or through systematic investment plans (SIP). A minimum investment of Rs. 5,000 is required for a lump sum investment. A minimum investment of Rs. 1,000 per month is required for SIP.
What is the Expense Ratio of Kotak Emerging Equity Fund?
This fund invests in stocks from companies in developing countries. The expense ratio refers to the fund’s proportion of assets to pay its expenses. The remainder is used to invest within the fund’s portfolio.
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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.6% | 34.0% | 15.2% | 19.2% | ||||
| Category Average | 5.1% | 40.8% | 12.4% | - |
Scheme Allocation
Fund House Details
Kotak Emerging Equity Fund
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. |
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Advance Ratio
| 0.02 | 0.87 | 0.68 | 0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
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Equity | Sectoral / Thematic Mutual Funds | 4
23.2%39.7%13.9%1Y3Y5Y -
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Peer Comparison
AMC Contact Details
Frequently Asked Questions
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Emerging Equity Fund 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"
- Supreme Inds. - 4.61%
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- Supreme Inds. - 4.61%
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- Persistent Sys - 3.68%
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