Kotak Emerging Equity Scheme - Direct - Growth+0.1%
10.9%
1 Year Return
Equity
Mid Cap
4.0star
1Y
3Y
5Y
Fund Details
Risk
Moderately High
Min SIP Amount
₹1000
Expense Ratio
1.34%
NAV
₹42.3 (20-Aug-2018)
Fund Started
01-Jan-2013
Fund Size
₹3,163 Cr
Returns
Fund
1Y
3Y
5Y
Kotak Emerging Equity Scheme - Direct - Growth
10.9%
14.9% p.a
33.0% p.a
SIP Calculator
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value as per Historical Returns
₹30
with 10.9% annual returns
Comparison
Data not available
Pros
1. Risk is lower compared to the benchmark
2. Lower expense ratio
3. 1Y Returns are higher than the benchmark
4. 3Y Returns are higher than the benchmark
5. 5Y Returns are higher than the benchmark
Cons
1. Age is less than 5 years
2. Risk-adjusted returns are lower compared to the category
Top 10 Holdings
Name
% Assets
Sector
Instrument
Rating/Size
Value(Cr)
Bharat Financial Inclusion Ltd.
4.0%
Financial Services
Equity
Mid Cap
127.4
Schaeffler India Ltd.
3.6%
Industrial Manufacturing
Equity
Mid Cap
115.6
RBL Bank Ltd.
3.5%
Financial Services
Equity
Mid Cap
111.3
Atul Ltd.
3.2%
Chemicals
Equity
Mid Cap
101.9
The Ramco Cements Ltd.
3.0%
Cement & Cement Products
Equity
Mid Cap
94.0
Shriram City Union Finance
2.9%
Financial Services
Equity
Mid Cap
91.1
Supreme Industries Ltd.
2.7%
Industrial Manufacturing
Equity
Mid Cap
85.3
Solar Industries India Ltd.
2.7%
Chemicals
Equity
Mid Cap
85.0
Finolex Cables Ltd.
2.7%
Industrial Manufacturing
Equity
Mid Cap
84.8
Bata India Ltd.
2.5%
Consumer Goods
Equity
Mid Cap
79.8
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Mutual Fund Company Details
About
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.