Compare Kotak Emerging Equity Fund Direct Growth vs Kotak Small Cap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Kotak Emerging Equity Fund Direct GrowthEquity
Mid Cap
4.0
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Kotak Small Cap Fund Direct GrowthEquity
Small Cap
4.0
INVEST NOW
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Kotak Emerging Equity Fund Direct Growth

(9.3%)

Kotak Small Cap Fund Direct Growth

(4.9%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹1,000	₹1,000	-
Expense Ratio	0.49%	0.59%	-
NAV	₹86.3 (06-Oct-2022)	₹190.2 (06-Oct-2022)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹21,935Cr	₹8,356Cr	-
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days	-

Returns

1Y
9.3%
4.9%
-
3Y
29.0%
36.3%
-
5Y
16.8%
19.3%
-

Pros & Cons

Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y2. Lower expense ratio: 0.49%3. 1Y category rank: 4
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y2. Higher alpha: 8.98
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 TRI - in the last 3Y 3. Lower expense ratio: 0.59%
-

Cons
1. Higher AUM: 21934Cr.
Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 8355Cr.
Funds with a higher AUM tend to have lower returns in the future
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Schaeffler India Ltd.
4.8%
SKF India Ltd.
3.7%
Supreme Industries Ltd.
3.6%
Thermax Ltd.
3.4%
PI Industries Ltd.
3.2%
Coromandel International Ltd.
3.2%
Cummins India Ltd.
3.2%
Solar Industries India Ltd.
2.9%
Persistent Systems Ltd.
2.9%
Oberoi Realty Ltd.
2.9%
Name
Assets
Century Plyboards (India) Ltd.
4.6%
Carborundum Universal Ltd.
4.2%
Sheela Foam Ltd.
3.4%
Galaxy Surfactants Ltd.
3.4%
Ratnamani Metals & Tubes Ltd.
3.2%
Blue Dart Express Ltd.
2.6%
Blue Star Ltd.
2.6%
Cyient Ltd.
2.5%
Schaeffler India Ltd.
2.4%
Supreme Industries Ltd.
2.3%
-

Fund Manager

Name
Pankaj Tibrewal
Pankaj Tibrewal
-
Education
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
-
Experience
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
-

About Fund

Description
Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
-
Launch Date
05 Aug 1994
05 Aug 1994
-
Custodian
Deutsche Bank
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Kotak Emerging Equity Fund Direct Growth

Kotak Small Cap Fund Direct Growth

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Kotak Emerging Equity Fund Direct Growth

Kotak Small Cap Fund Direct Growth

1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

2. Lower expense ratio: 0.49%

3. 1Y category rank: 4

1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

2. Higher alpha: 8.98 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 TRI - in the last 3Y

3. Lower expense ratio: 0.59%

1. Higher AUM: 21934Cr. Funds with a higher AUM tend to have lower returns in the future

1. Higher AUM: 8355Cr. Funds with a higher AUM tend to have lower returns in the future

Holding Analysis

Top Holdings

Popular Comparisons