| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.63% |
| NAV | ₹39.80 (13 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹6,449 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Supreme Industries Ltd. | Chemicals | Equity | 5.1% |
| Coromandel International Ltd. | Chemicals | Equity | 4.4% |
| The Ramco Cements Ltd. | Construction | Equity | 3.9% |
| PI Industries Ltd. | Chemicals | Equity | 3.8% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 3.2% |
| Schaeffler India Ltd. | Engineering | Equity | 3.0% |
| Sheela Foam Ltd. | Textiles | Equity | 2.9% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.8% |
| Thermax Ltd. | Engineering | Equity | 2.7% |
| Shree Cement Ltd. | Construction | Equity | 2.3% |
Kotak Emerging Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Pankaj Tibrewal is the Current Fund Manager of Kotak Emerging Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹6,449 Cr and the Latest NAV as of 13 Jul 2020 is ₹39.80.
The Kotak Emerging Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
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.