Name: Kotak Emerging Equity Fund Direct Growth
Brand: Kotak Mahindra Mutual Fund

Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Emerging Equity Fund Direct Growth

bookmark_border
share
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%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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 consCategory: Equity Mid Cap
ProsLower 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
ConsAsset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.61%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000
Fund managementPankaj Tibrewal
Jan 2013 - Present
View Details
keyboard_arrow_down
Education
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.
Also manages these schemes
Kotak Equity Hybrid Fund Regular IDCW
Kotak Small Cap Fund Regular IDCW
Kotak Small Cap Fund Regular Growth
Kotak Emerging Equity Fund Regular IDCW
Kotak Emerging Equity Fund Regular Growth
Kotak Equity Hybrid Fund Direct IDCW
Kotak Emerging Equity Fund Direct IDCW
Kotak Emerging Equity Fund Direct Growth
Kotak Small Cap Fund Direct IDCW
Kotak Small Cap Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Equity Hybrid Fund Regular Growth
Fund house & investment objective
keyboard_arrow_down
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM2,32,434.26 Cr
Date of Incorporation23 Jun 1998
Kotak Emerging Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to inve
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 23 Jun 1998. 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 ₹2,32,434 Cr and the Latest NAV as of 29 Jul 2021 is ₹74.05.
The Kotak Emerging Equity Fund Direct Growth is rated Very 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...Read more
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mi
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
...Read more
Fund benchmarkNIFTY Midcap 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
E-mail
[email protected]
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Kotak Emerging Equity Fund Direct Growth
VS
Add mutual fund to compare

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositGoldUS Stocks
GROWW
About UsPricingBlogMedia & PressHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww Digest
ⓒ 2016-2021 Groww. All rights reserved, Built with ♥in India

	1Y	3Y	5Y	All
Fund returns	81.5%	21.4%	18.7%	21.4%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	6	4	5	NA

Name	Sector	Instrument	Assets
Supreme Industries Ltd.	Chemicals	Equity	5.0%
Coromandel International Ltd.	Chemicals	Equity	3.6%
Persistent Systems Ltd.	Technology	Equity	3.6%
The Ramco Cements Ltd.	Construction	Equity	3.1%
Schaeffler India Ltd.	Engineering	Equity	3.0%
Thermax Ltd.	Engineering	Equity	2.9%
PI Industries Ltd.	Chemicals	Equity	2.8%
Atul Ltd.	Chemicals	Equity	2.7%
JK Cement Ltd	Construction	Equity	2.5%
Sheela Foam Ltd.	Consumer Durable	Equity	2.5%

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

Rating	4
Fund Size	₹14,133.38 Cr