• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Emerging Equity Scheme (Growth)

Formerly Kotak Emerging Equity Gr

Kotak Mutual Fund

Kotak Emerging Equity Scheme (Growth)

EquityMid Cap

Top Ranked

70.53

NAV (Nov 26)

19.6%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

16,486 Cr. Category leader in size

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Historical NAV

70.53

NAV (Nov 26)

Fund Returns

Last 1Y

58.5%

Last 3Y

26.5%

Last 5Y

19.6%

Last 10Y

22%

Since Inception

14.5%

6 Month CAGR

19.5%

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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.77

Launched (14y ago)

Mar 30, 2007

AUM in Crores

16485.067

ISIN

INF174K01DS9

Lock-in

No Lock-in

Benchmark

IISL NIFTY Midcap 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Pankaj Tibrewal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 282,891 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.8%

    7.4%

    14.8%

    6.5%

    21.3%

    %

    14.8%

    6.5%

    14.8%

    6.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

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    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

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    About Kotak Emerging Equity Scheme (G)

    About Kotak Emerging Equity Scheme (G)

    Kotak Emerging Equity Scheme (G) is a Mid Cap Equity fund and has delivered an annualised return of 14.5% over a period of 14 years. The fund was previously known as Kotak Emerging Equity Gr . The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Pankaj Tibrewal

    Kotak Emerging Equity Scheme (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Emerging Equity Scheme (G) NAV,AUM,Risk

    The Kotak Emerging Equity Scheme (G) fund was launched on Mar 30, 2007. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-11-26 is ₹70.53. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹16485.067. The category risk of the Kotak Emerging Equity Scheme (G) fund is Very High Risk. The fund charges 1.77 % as expense ratio.

    Kotak Emerging Equity Scheme (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.2% in this asset class. The top three holdings of the fund are , supreme industries ltd , persistent systems ltd , schaeffler india ltd , coromandel international ltd , triparty repo , oberoi realty ltd , ramco cements ltd , solar industries india ltd , skf india ltd , jk cement ltd , thermax ltd , pi industries ltd , cummins india ltd , sheela foam ltd , atul ltd , bharat electronics ltd , kajaria ceramics ltd , srf ltd , bata india ltd , voltas ltd , icici bank ltd , emami ltd , torrent pharmaceuticals ltd , au small finance bank ltd , lux industries ltd , page industries ltd , state bank of india , sundaram finance ltd , the federal bank ltd , jindal steel & power ltd , apl apollo tubes ltd , apollo hospitals enterprise ltd , max financial services ltd , ratnamani metals & tubes ltd , amber enterprises india ltd ordinary shares , cadila healthcare ltd , balkrishna industries ltd , tata consumer products ltd , mrf ltd , ipca laboratories ltd , mahindra & mahindra financial services ltd , motherson sumi systems ltd , v-guard industries ltd , shriram city union finance ltd , blue star ltd , city union bank ltd , alkem laboratories ltd , exide industries ltd , godrej agrovet ltd ordinary shares , hawkins cookers ltd , gujarat state petronet ltd , hindustan petroleum corp ltd , shree cement ltd , gujarat gas ltd , laurus labs ltd , axis bank ltd , amara raja batteries ltd , eris lifesciences ltd registered shs , kalpataru power transmission ltd , pnc infratech ltd , rbl bank ltd , wabco india ltd , kewal kiran clothing ltd , beml ltd , finolex cables ltd , fsn e-commerce ventures ltd. , net current assets/(liabilities) , gland pharma ltd

    Kotak Emerging Equity Scheme (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Kotak Emerging Equity Scheme (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR

    Kotak Emerging Equity Scheme (G) Review

    Kotak Emerging Equity Scheme (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Emerging Equity Scheme (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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