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Kotak Emerging Equity Fund Direct Growth

Equity
Mid Cap
Very High Risk
81.52%
1Y return
+0.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹74.05
Min. SIP Amount₹1,000
Rating4star
Fund Size₹14,133.38 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns81.5%21.4%18.7%21.4%
Category average72.8%17.0%15.6%NA
Rank with in category645NA
Understand termsinfo

Holdings (64)

NameSectorInstrumentAssets
Supreme Industries Ltd.ChemicalsEquity5.0%
Coromandel International Ltd.ChemicalsEquity3.6%
Persistent Systems Ltd.TechnologyEquity3.6%
The Ramco Cements Ltd.ConstructionEquity3.1%
Schaeffler India Ltd.EngineeringEquity3.0%
Thermax Ltd.EngineeringEquity2.9%
PI Industries Ltd.ChemicalsEquity2.8%
Atul Ltd.ChemicalsEquity2.7%
JK Cement LtdConstructionEquity2.5%
Sheela Foam Ltd.Consumer DurableEquity2.5%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Lower expense ratio - 0.61%
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 1Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount

Expense ratio, exit load and tax

Expense ratio: 0.61%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000

Fund management

Pankaj Tibrewal
Jan 2013 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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