Kotak Emerging Equity Scheme - Growth

Mid Cap NAV 90.999 0 25 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 March, 2007
Benchmark NIFTY Midcap 100
Asset Size(Cr) 25971.7122
Turn over 2.88%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.57
Fund Manager Pankaj Tibrewal, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 25 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.71% 1.58% 2.37%
1 M 3.47% 4.02% 4.58%
3 M 2.82% 1.44% 3.22%
6 M 0.14% 0.35% -1.25%
1 Y 6.13% 7.25% 5.82%
2 Y 14.97% 12.49% 13.66%
3 Y 32.09% 23.79% 29.67%
5 Y 13.48% 12.46% 11.57%

Risk Mesasures (As on 25 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.24 1.65 1.46 0.9
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 6.95%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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Give Worth to Your Portfolio with Kotak Emerging Equity Fund

Everyone wants to invest his/her hard-earned monies into the most promising strategies to fetch the desired returns. An investment pays the best interest when it is done with efficient planning, hence we must opt for the best strategy while making a plan to invest.

The mutual fund market has various asset management companies which are indulged in providing varied solutions to the investors regarding MF programmes. To cater the long-term financial requirements of different investors, Kotak MF has designed the Kotak Emerging Equity Scheme. One can opt for this plan to make a worthwhile mutual funds investment and achieve the aspiring yields.

We at MySIPonline are helping out various investors to take the best decision for their future by providing different tools especially, SIP planner. You can invest in various schemes by availing our online services and opt for either SIP or make lump sum payment. The Kotak Emerging Growth scheme is among the top-performing ones on our website, and many of our clients have put their monies into them. To provide you with the overview of this scheme, hereunder is mentioned its complete description based on the recent data.

Investment Details

  • It is an open-ended small cap scheme which offers the growth plan to the investors.
  • The main objective of this plan is to offer long-term capital appreciation with a portfolio consisting equity and equity-related securities.
  • It mainly invests in the stocks of such companies that have medium or small market capitalisation.
  • The benchmark on the basis of which it works is ‘S&P BSE SMALLCAP.’
  • One can start investing in it by putting a small amount of Rs.5000 only.
  • It was earlier a 3 years close-ended scheme which got converted into open-ended w.e.f., 31st March 2010.

Performance Evaluation

  1. Kotak Emerging Equity Fund is ranked 2nd by CRISIL under the Small & Mid Cap category for the quarter ended June 2016.
  2. Its performance against the set benchmark is comparatively higher.
  3. The NAV of this fund has been generating great worth of the investment value since its inception and thus helps in creating wealth.
  4. It provides an annualised return of 44.70% in case the tenure is of 3 years.
  5. The four star rating of this plan shows its proficiency and market held position.

Kotak Emerging Equity Plan(G) - Portfolio Analysis

  • Its asset allocation graph shows the major allotment of the invested capital into equity, i.e., 94.27% while the remaining balance into cash/call and debt instruments.
  • The sector allotment of this strategy depicts the allocation of assets into banking, engineering, chemicals and many other sectors.
  • Its top-five holdings include V-Guard Industries Ltd., Finolex Cables Ltd., Whirlpool of India Ltd., The Ramco Cements Ltd., and Fag Bearings India Ltd.

Accordingly, now you can generate a broad idea about this plan and understand its well-being in a better way. Adding the Kotak Emerging Equity Fund to you portfolio shall definitely provide you with more worth and thus help you to create a fortune.

You can buy MF programme online by using our services to make your investment journey more convenient. Go through the 5 best mid cap funds to invest for long term.

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