• 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

67.698

NAV (May 17)

13%
5 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within mid cap mutual funds.However, Scripbox does not recommend investing in mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

19,304 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Scripbox Recommended Large and Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn More

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

67.698

NAV (May 17)

Fund Returns

Last 1Y

14.9%

Last 3Y

22.5%

Last 5Y

13%

Last 10Y

20.1%

Since Inception

13.5%

6 Month CAGR

-8.8%

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.

Expense Ratio

1.72

Launched (15y ago)

Mar 30, 2007

AUM in Crores

19303.371

ISIN

INF174K01DS9

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Pankaj Tibrewal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-05-17

Top Stock Holdings

schaeffler india ltd

4.5%
4.5%

triparty repo

4.3%
4.3%

supreme industries ltd

4%
4%

persistent systems ltd

4%
4%

thermax ltd

3.4%
3.4%
See all holdings
allocation by market cap

Allocation by Sector

basic materials

22.1%
22.1%

industrials

22%
22%

consumer cyclical

21.3%
21.3%

financial services

11.7%
11.7%

healthcare

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 280,376 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.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.5%

    6.6%

    15.5%

    6.6%

    15.5%

    6.6%

    4.9%

    7.3%

    -

    20.8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Emerging Equity Scheme (G) Review

    Kotak Emerging Equity Scheme (G) is a Mid Cap Equity fund and has delivered an annualised return of 13.5% over a period of 15 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.

    Nav of Kotak Emerging Equity Scheme (G) as of 5/17/2022 is ₹67.70 with the total AUM as of 5/18/2022 is ₹19303.371. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Emerging Equity Scheme (G) was launched on Mar 30, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak Emerging Equity Scheme (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Kotak Emerging Equity Scheme (G) 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 150 TR INR.

    Kotak Emerging Equity Scheme (G) is rated as a 4 fund in Equity and delivered 14.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Emerging Equity Scheme (G).

    Frequently Asked Questions

    What is Kotak Emerging Equity Scheme (G)?

    Kotak Emerging Equity Scheme (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak Emerging Equity Scheme (G)?

    You can invest in Kotak Emerging Equity Scheme (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Kotak Emerging Equity Scheme (G)?

    The minimum sip amount for Kotak Emerging Equity Scheme (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Emerging Equity Scheme (G) good to invest in?

    As per Scripbox experts, Kotak Emerging Equity Scheme (G) is a Top Ranked fund. You can investKotak Emerging Equity Scheme (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Kotak Emerging Equity Scheme (G)?

    The expense ratio of the Kotak Emerging Equity Scheme (G) is 1.72% for regular plan.