- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Emerging Equity Fund (PIDCW-I)
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 73.053
NAV (Sep 6)
Fund Returns
Last 1Y | 46.2% |
Last 3Y | 24.1% |
Last 5Y | 30.5% |
Last 10Y | 20.5% |
Since Inception | 16.1% |
6 Month CAGR | 30.1% |
Scheme Information
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Expense Ratio | 1.42 |
Launched (0y ago) | 1.42 |
AUM in Crores | 50601.8 |
ISIN | INF174K01DU5 |
Lock-in | |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.8 |
Beta | 0.8 |
Sharpe Ratio | 1.4 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Emerging Equity Fund (PIDCW-I) | 16,31,981 | 8,99,369 | 30.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
3.8%Persistent Systems Ltd.
3.7%Mphasis Ltd.
3.3%Supreme Industries Ltd.
3.3%Oil India Ltd.
3%Allocation by Sector
Capital Goods
15.244742%Financial
12.082872%Technology
10.542602%Chemicals
9.356983%Automobile
8.57321%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.182% | 13.698% | ||
13.375% | 8.019% | ||
- | 5.591% | ||
6.176% | 6.907% | ||
5.705% | 7.3% |
Kotak Emerging Equity Fund (PIDCW-I) Review
Kotak Emerging Equity Fund (PIDCW-I) is a Equity Equity fund and has delivered an annualised return of 16.074% over a period of 17 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Kotak Emerging Equity Fund (PIDCW-I) as of 9/6/2024 is ₹73.05 with the total AUM as of 9/7/2024 is ₹50601.836878. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Emerging Equity Fund (PIDCW-I) was launched on 2007-03-30. The category risk of the fund is Low.
The minimum SIP amount for Kotak Emerging Equity Fund (PIDCW-I) 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 Fund (PIDCW-I) 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 Total Return Index.
Kotak Emerging Equity Fund (PIDCW-I) is rated as a 3 fund in Equity and delivered 46.213% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Emerging Equity Fund (PIDCW-I).
Frequently Asked Questions
What is Kotak Emerging Equity Fund (PIDCW-I)?
How to invest in Kotak Emerging Equity Fund (PIDCW-I)?
You can invest in Kotak Emerging Equity Fund (PIDCW-I) 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 Fund (PIDCW-I)?
The minimum sip amount for Kotak Emerging Equity Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Emerging Equity Fund (PIDCW-I) good to invest in?
As per Scripbox experts, Kotak Emerging Equity Fund (PIDCW-I) is a 3 fund. You can investKotak Emerging Equity Fund (PIDCW-I) 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 Fund (PIDCW-I)?
The expense ratio of the Kotak Emerging Equity Fund (PIDCW-I) is 1.42% for regular plan.