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  • 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

101.87

NAV (Feb 21)

24.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

101.87

NAV (Feb 21)

Fund Returns

Last 1Y
34.7%
Last 3Y
22.5%
Last 5Y
24.1%
Last 10Y
23.3%
Since Inception
14.8%
6 Month CAGR
16.4%

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
1.49
Launched (17y ago)
Mar 30, 2007
AUM in Crores
39027.238
ISIN
INF174K01DS9
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.3
Standard Deviation (5yr)
20.4
Beta (3yr)
0.82
Beta (5yr)
0.9
Sharpe Ratio (3yr)
1.451
Sharpe Ratio (5yr)
0.889
YTM
0
Fund Managers

Atul Bhole

Fund Manager

Harsha Upadhyaya

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Emerging Equity Scheme (Growth)70%13,62,153 6,29,54124.1%
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.

Asset allocation and Holdings

Last updated on 2024-02-21

Top Stock Holdings

supreme industries ltd

4.1%
4.1%

persistent systems ltd

4.1%
4.1%

cummins india ltd

3.4%
3.4%

triparty repo

3.4%
3.4%

solar industries india ltd

3.4%
3.4%
See all holdings

Allocation by Sector

industrials

22%
22%

consumer cyclical

21.4%
21.4%

basic materials

19.5%
19.5%

financial services

13.7%
13.7%

technology

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 20,949 cr

₹ 16,033 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 380,289 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox Opinion
Till Date CAGR

8.5%

7.2%

13.4%

13.1%

-

4.9%

8.5%

7.2%

8.5%

7.2%

Kotak Emerging Equity Scheme (G) Review

Kotak Emerging Equity Scheme (G) is a Mid Cap Equity fund and has delivered an annualised return of 14.8% over a period of 16 years. The fund was previously known as Kotak Emerging Equity Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Atul Bhole, Harsha Upadhyaya.

Nav of Kotak Emerging Equity Scheme (G) as of 2/21/2024 is ₹101.87 with the total AUM as of 2/22/2024 is ₹39027.238. 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 Nifty Midcap 150 TR INR.

Kotak Emerging Equity Scheme (G) is rated as a 4 fund in Equity and delivered 34.7% 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 instruments 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 1.49% for regular plan.