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Home>Mutual Funds>Compare Kotak Emerging Equity Fund Direct Growth with Kotak Small Cap Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Kotak Emerging Equity Fund Direct Growth
Equity
Mid Cap
4.0star
INVEST NOW
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Kotak Small Cap Fund Direct Growth
Equity
Small Cap
4.0star
INVEST NOW
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Kotak Emerging Equity Fund Direct Growth
(73.1%)
Kotak Small Cap Fund Direct Growth
(104.6%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹1000 | ₹1000 | - |
| Expense Ratio | 0.55% | 0.47% | - |
| NAV | ₹79.3 (27-Oct-2021) | ₹183.2 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹16,318Cr | ₹5,969Cr | - |
Returns
keyboard_arrow_up1Y
73.1%
104.6%
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3Y
30.1%
38.4%
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5Y
18.7%
22.2%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.09 The fund has generated returns higher than benchmark - NIFTY Midcap 100 TRI - in the last 3Y
3. Lower expense ratio: 0.55%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 10.97 The fund has generated returns higher than benchmark - NIFTY Smallcap 100 TRI - in the last 3Y
3. Lower expense ratio: 0.47%
4. Consistently top ranked fund
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Cons
1. Higher AUM: 16318Cr. Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 5969Cr. Funds with a higher AUM tend to have lower returns in the future
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Supreme Industries Ltd.
5.4%
Persistent Systems Ltd.
4.1%
Schaeffler India Ltd.
3.7%
Coromandel International Ltd.
3.1%
Oberoi Realty Ltd.
3.0%
PI Industries Ltd.
2.7%
SKF India Ltd.
2.6%
The Ramco Cements Ltd.
2.6%
Thermax Ltd.
2.6%
JK Cement Ltd
2.5%
Name
Assets
Century Plyboards (India) Ltd.
5.2%
Carborundum Universal Ltd.
4.6%
Sheela Foam Ltd.
3.6%
Galaxy Surfactants Ltd.
3.5%
Persistent Systems Ltd.
3.4%
Ratnamani Metals & Tubes Ltd.
3.1%
Blue Star Ltd.
3.0%
Somany Ceramics Ltd.
2.9%
Supreme Industries Ltd.
2.7%
Amber Enterprises India Ltd.
2.6%
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Fund Manager
keyboard_arrow_upName
Pankaj Tibrewal
Pankaj Tibrewal
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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.
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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.
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About Fund
keyboard_arrow_upDescription
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.
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Launch Date
23 Jun 1998
23 Jun 1998
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Custodian
Deutsche Bank
Deutsche Bank
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Registrar & Transfer Agent
Cams
Cams
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