Kotak Emerging Equity Fund

Equity | Mid Cap Mutual Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹5,000 0.49 % 4★ ₹22,540 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹5,000 0.49 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹22,540 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 10.8% 26.4% 15.6% 20.4%
Category Average 8.3% 26.2% 13.4% -

Scheme Allocation

Holding
Sector
Asset
TREPS
6.77%
Schaeffler India
3.95%
Supreme Inds.
3.88%
Cummins India
3.56%
Solar Industries
3.3%
Others
78.54%
Industrial Products
15.3%
Consumer Durables
13%
Auto Components
7.7%
Banks
7.68%
Debt
6.77%
Others
49.55%
Equity
93.4%
Reverse Repos
6.77%
Net Curr Ass/Net Receivables
-0.17%
Others
0%

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Emerging Equity Fund

Fund Manager
Pankaj Tibrewal

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.

Advance Ratio

0.02 1.07 0.79 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

Frequently Asked Questions

You can invest in Kotak Emerging Equity Fund 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 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"
The Kotak Emerging Equity Fund has delivered 20.4% since inception
The NAV of Kotak Emerging Equity Fund is ₹88.4 as of 02 December 2022.
The expense ratio of Kotak Emerging Equity Fund is 0.49 % as of 02 December 2022.
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”.
Invest Now