Kotak Emerging Equity Fund Direct Growth

Equity
Mid Cap
Very High Risk
31.58%
3Y annualised
-1.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2023₹103.04
Min. SIP amount₹100
Rating4
Fund size₹33,091.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.4%31.6%22.7%20.3%
Category average27.3%29.4%18.8%NA
Rank with in category25105NA
Understand terms

Holdings (78)

NameSectorInstrumentAssets
ChemicalsEquity5.1%
Capital GoodsEquity3.3%
TechnologyEquity3.1%
Capital GoodsEquity3.0%
ChemicalsEquity3.0%
Capital GoodsEquity2.6%
ConstructionEquity2.6%
Capital GoodsEquity2.6%
AutomobileEquity2.6%
ConstructionEquity2.5%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 3.66%
Lower expense ratio: 0.37%
Higher alpha: 2.43 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.37%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Arjun Khanna
Mar 2022 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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