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Kotak Emerging Equity Scheme Growth

Formerly Kotak Emerging Equity Gr
Returns (5yrs)
4.29 %
Latest NAV
31.86

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 27th of May, 06:44 PM

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities,by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments,as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.

Fund Managers

  • profile-pic
    Pankaj Tibrewal
  • expense-ratio
    Expense Ratio
    1.92
    benchmark
    Benchmark
    IISL NIFTY Midcap 100 TR INR
  • Aum image
    AUM
    ₹ 5911.86 Crores
    ISIN
    ISIN
    INF174K01DS9
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 06:44 PM

Top Holding

Supreme Industries Ltd
5%
Coromandel International Ltd
5%
Pi Industries Ltd
4%
Ramco Cements Ltd
4%
Schaeffler India Ltd
3%

Top Sectors

Basic Materials
25%
Consumer Cyclical
20%
Industrials
18%
Financial Services
13%
Healthcare
10%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 27th of May, 06:44 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 06:44 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Kotak Emerging Equity Scheme Growth is a Mid Cap EQUITY fund and has delivered an annualised return of 4.29% over a period of 5 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers names are Pankaj Tibrewal. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities,by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments,as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved. The fund charges 1.92000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.