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

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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancelKotak Emerging Equity Fund Direct GrowthEquity
Mid Cap
4.0 star
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cancelKotak Small Cap Fund Direct GrowthEquity
Small Cap
4.0 star
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Kotak Emerging Equity Fund Direct Growth

(7.9%)

Kotak Small Cap Fund Direct Growth

(14.6%)

Fund Details

Risk	Moderately High	Moderately High	-
Min SIP Amount	₹1000	₹1000	-
Expense Ratio	0.62%	0.72%	-
NAV	₹44.9 (29-Sep-2020)	₹87.8 (29-Sep-2020)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹7,300Cr	₹1,667Cr	-

Returns

1Y
7.9%
14.6%
-
3Y
4.7%
4.4%
-
5Y
11.2%
10.6%
-

Pros & Cons

Pros
1. Lower expense ratio - 0.63%
1. Lower expense ratio - 0.8%2. 1Y Returns are higher than the category average returns3. 3Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount2. Risk-adjusted returns are lower compared to the category3. 1Y Returns are lower than the category average returns4. 3Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
-

Holding Analysis

Top 5
-
-
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Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Supreme Industries Ltd.
5.6%
Coromandel International Ltd.
4.1%
PI Industries Ltd.
4.0%
The Ramco Cements Ltd.
3.8%
Schaeffler India Ltd.
3.4%
Sheela Foam Ltd.
2.7%
Thermax Ltd.
2.5%
Tata Consumer Products Ltd.
2.4%
Atul Ltd.
2.4%
Cadila Healthcare Ltd.
2.3%
Name
Assets
Century Plyboards (India) Ltd.
3.5%
JK Cement Ltd
3.5%
Sheela Foam Ltd.
3.4%
Hawkins Cookers Ltd.
3.3%
Dixon Technologies (India) Ltd.
3.1%
Ratnamani Metals & Tubes Ltd.
3.0%
Galaxy Surfactants Ltd.
2.9%
APL Apollo Tubes Ltd.
2.8%
Alkyl Amines Chemicals Ltd.
2.8%
Blue Star Ltd.
2.8%
-

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.
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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.
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Launch Date
23 Jun 1998
23 Jun 1998
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Custodian
Deutsche Bank
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
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Colony, 1A Koramangala, 560034
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