₹108.27 0.956%
26-04-202441.93%
Min. SIP ₹100
Min. Investment ₹100
Kotak Emerging Equity Scheme - Growth is a fund scheme from Kotak mutual fund. It falls under a Mid Cap category. After being launched on 30-03-2007, this fund has delivered % average annual returns. Kotak Emerging Equity Scheme - Growth has achieved Rs 36527.95 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.49%.
| Allocation | |
|---|---|
| Mid Cap | 69 |
| Small Cap | 15.5 |
| Large Cap | 12.83 |
Capital Goods
Financial
Chemicals
Materials
Consumer Discretionary
Automobile
Technology
Healthcare
Energy
Construction
Metals & Mining
Services
Diversified
Consumer Staples
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 11-Mar-2024 |
Holdings | PE Ratio 11-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Cummins India Ltd. | Mid Cap | Capital Goods (66.51) | 4.04% | 58.69 | 107.08% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 3.83% | 60.39 | 85.06% |
| Supreme Industries Ltd. | Mid Cap | Materials (48.86) | 3.8% | 51.95 | 63.91% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 3.49% | 0 | 14.53% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.51) | 2.84% | 48.98 | 135.21% |
| Oberoi Realty Ltd. | Mid Cap | Construction (106.45) | 2.71% | 33.81 | 65.72% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (51.82) | 2.71% | 0 | 21.33% |
| JK Cement Ltd. | Mid Cap | Materials (59.24) | 2.63% | 45.55 | 38.99% |
| Thermax Ltd. | Mid Cap | Capital Goods (61.34) | 2.6% | 85.59 | 95.83% |
| PI Industries Ltd. | Mid Cap | Chemicals (35.82) | 2.49% | 35.9 | 22.71% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.36% | 0 | 0% |
| Sundaram Finance Ltd. | Mid Cap | Financial (32.72) | 2.28% | 33.26 | 106.26% |
| Power Finance Corporation Ltd. | Large Cap | Financial (16.53) | 2.19% | 7.13 | 207.29% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (54.67) | 2.11% | 60.09 | 90.72% |
| Coromandel International Ltd. | Mid Cap | Chemicals (15.82) | 2.05% | 18.4 | 18.6% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 2.05% | 43.01 | -3.49% |
| Atul Ltd. | Small Cap | Chemicals (39.03) | 1.95% | 49.09 | -15.21% |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (102.36) | 1.87% | 44.31 | 81.98% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (53.05) | 1.85% | 44.8 | 13.63% |
| Exide Industries Ltd. | Mid Cap | Capital Goods (42.15) | 1.81% | 45.29 | 142.58% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (75.95) | 1.7% | 58.35 | 96.64% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (40.96) | 1.67% | 4.12 | 98.44% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (133.73) | 1.58% | 145.25 | 202.79% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (54.67) | 1.55% | 60.97 | 65.95% |
| Oil India Ltd. | Mid Cap | Energy (9.28) | 1.47% | 11.46 | 141.93% |
| LIC Housing Finance Ltd. | Mid Cap | Financial (10.07) | 1.46% | 7.49 | 95% |
| MRF Ltd. | Mid Cap | Automobile (51.5) | 1.45% | 27.26 | 49.26% |
| Ratnamani Metals & Tubes Ltd. | Small Cap | Metals & Mining (41.22) | 1.45% | 34.36 | 41.13% |
| APL Apollo Tubes Ltd. | Mid Cap | Metals & Mining (41.22) | 1.43% | 56.07 | 27.69% |
| Coforge Ltd. | Mid Cap | Technology (31.24) | 1.36% | 46.01 | 33.04% |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (133.73) | 1.36% | 94.41 | 13.85% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (60.74) | 1.33% | 172.9 | 70.87% |
| The Federal Bank Ltd. | Mid Cap | Financial (21.95) | 1.33% | 9.91 | 16.37% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 1.31% | 0 | 0% |
| ICICI Bank Ltd. | Large Cap | Financial (21.95) | 1.26% | 18.4 | 21.5% |
| Shriram Finance Ltd | Large Cap | Financial (20.25) | 1.23% | 14.2 | 78.41% |
| The Ramco Cements Ltd. | Mid Cap | Materials (59.24) | 1.19% | 49.48 | 9.49% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (75.28) | 1.12% | 66.18 | -7.56% |
| SRF Ltd. | Large Cap | Diversified (36.99) | 1.07% | 52.75 | 5.21% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 1.06% | 0 | 95.96% |
| Zydus Lifesciences Ltd. | Mid Cap | Healthcare (54.67) | 1.06% | 32.09 | 83.6% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (32.72) | 1.05% | 16.43 | 2.89% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 0.99% | 28.68 | 29.81% |
| Amber Enterprises India Ltd. | Small Cap | Consumer Discretionary (84.99) | 0.91% | 89.34 | 105.9% |
| V-Guard Industries Ltd. | Small Cap | Consumer Discretionary (84.99) | 0.89% | 63.63 | 34.75% |
| Sheela Foam Ltd. | Small Cap | Consumer Discretionary (23.54) | 0.88% | 0 | 28.01% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.13) | 0.88% | 80.26 | 62.83% |
| Emami Ltd. | Small Cap | Consumer Staples (59.05) | 0.84% | 29.02 | 31.45% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.77% | 0 | 100.72% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (46.09) | 0.74% | 45.03 | 7.97% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (51.5) | 0.71% | 36.7 | 14.53% |
| HDFC Bank Ltd. | Large Cap | Financial (21.95) | 0.67% | 17.91 | -9.67% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.24) | 0.66% | 44.49 | 28.66% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.61% | 57.92 | -8.63% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 0.56% | 73.31 | 30.06% |
| Page Industries Ltd. | Mid Cap | Textiles (48.8) | 0.56% | 0 | -13.95% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Capital Goods (42.15) | 0.55% | 25.02 | 84.41% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (75.28) | 0.54% | 90.52 | 27.14% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (70.46) | 0.45% | 64.8 | 34.34% |
| Kalpataru Projects International Ltd. | Small Cap | Capital Goods (27.33) | 0.43% | 38.23 | 119% |
| Gujarat Gas Ltd. | Mid Cap | Energy (24.51) | 0.4% | 34.44 | 19.15% |
| Shree Cement Ltd. | Large Cap | Materials (59.24) | 0.37% | 38.74 | 0.73% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (64.18) | 0.35% | 131.08 | -1.5% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 0.34% | 0 | 9.05% |
| Gujarat State Petronet Ltd. | Small Cap | Energy (24.51) | 0.33% | 10.65 | 3.59% |
| Honeywell Automation India Ltd. | Mid Cap | Capital Goods (102.88) | 0.32% | 0 | 26.16% |
| Hawkins Cookers Ltd. | Small Cap | Consumer Discretionary (50.51) | 0.3% | 0 | 0.8% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (54.67) | 0.28% | 43.31 | 25.58% |
| Sun TV Network Ltd. | Mid Cap | Services (32.89) | 0.25% | 0 | -100% |
| Kewal Kiran Clothing Ltd. | Small Cap | Textiles (140.88) | 0.22% | 29.55 | 57.15% |
| PNC Infratech Ltd. | Small Cap | Construction (32.89) | 0.22% | -22.68 | -43.81% |
| Godrej Agrovet Ltd. | Small Cap | Consumer Staples (31.87) | 0.16% | 28.14 | 16.59% |
| Allocation | |
|---|---|
| Others | 2.67 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.67% | 0% |
Frequently Asked Questions’s
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 holdings for Kotak Emerging Equity Scheme?
The top holdings of this fund are Cummins India Ltd., Persistent Systems Ltd., Supreme Industries Ltd., Solar Industries India Ltd., Bharat Electronics Ltd.
Top 5 Sector for Kotak Emerging Equity Scheme?
The major sectors of this fund are Capital Goods, Financial, Chemicals, Materials, Consumer Discretionary.
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
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