Kotak Emerging Equity Fund Direct Growth+1.60%

5Groww
-21.33%
1 Year Return
Equity
Mid Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Emerging Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.63%
NAV32.61 (08 Apr 2020)
Fund Started01 Jan 2013
Fund Size6,851 Cr

Fund Overview

Quick overview of Kotak Emerging Equity Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Emerging Equity Fund Direct Growth
-21.3%
-4.2%
3.7%
12.3%
Category Average
-18.1%
-0.3%
NA
-
Rank within category
10
9
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -21.3% 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
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Supreme Industries Ltd.ChemicalsEquity4.2%
    Coromandel International Ltd.ChemicalsEquity4.0%
    PI Industries Ltd.ChemicalsEquity3.4%
    The Ramco Cements Ltd.ConstructionEquity3.3%
    AU Small Finance Bank Ltd.FinancialEquity3.3%
    Schaeffler India Ltd.EngineeringEquity2.9%
    Thermax Ltd.EngineeringEquity2.8%
    Atul Ltd.ChemicalsEquity2.4%
    Tata Global Beverages Ltd.FMCGEquity2.4%
    Sheela Foam Ltd.TextilesEquity2.3%
    See All

    Kotak Emerging Equity Fund Direct Growth Details

    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 ₹6,851 Cr and the Latest NAV as of 08 Apr 2020 is ₹32.61.

    The Kotak Emerging Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    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.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    23 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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