Kotak Emerging Equity Fund Direct Growth

Equity
Mid Cap
Very High Risk
25.75%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Dec 2024₹157.75
Min. SIP amount₹100
Rating4
Fund size₹52,626.72Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns41.4%25.8%29.6%22.4%
Category average34.9%23.6%27.3%NA
Rank with in category7119NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
65.2%38.1%18,604.02
4
35.4%30.0%77,682.90
4
37.8%29.1%35,208.97
5
27.4%27.0%9,500.70
4
41.4%25.8%52,626.72

Holdings (67)

NameSectorInstrumentAssets
TechnologyEquity4.16%
TechnologyEquity3.51%
TechnologyEquity3.31%
ConstructionEquity3.11%
HealthcareEquity3.05%
HealthcareEquity3.01%
ChemicalsEquity2.49%
ChemicalsEquity2.39%
ChemicalsEquity2.23%
ChemicalsEquity2.19%
Capital GoodsEquity2.10%
ConstructionEquity2.09%
CommunicationEquity2.03%
Capital GoodsEquity2.02%
FinancialEquity2.00%
Capital GoodsEquity1.97%
Consumer DiscretionaryEquity1.91%
TechnologyEquity1.85%
Capital GoodsEquity1.83%
ChemicalsEquity1.80%
Capital GoodsEquity1.63%
AutomobileEquity1.62%
Consumer StaplesEquity1.61%
FinancialEquity1.58%
Consumer DiscretionaryEquity1.56%
ConstructionEquity1.53%
Consumer StaplesEquity1.51%
FinancialEquity1.51%
InsuranceEquity1.50%
TechnologyEquity1.46%
HealthcareEquity1.44%
EnergyEquity1.42%
FinancialEquity1.42%
Metals & MiningEquity1.38%
Metals & MiningEquity1.31%
FinancialEquity1.26%
AutomobileEquity1.22%
ConstructionEquity1.21%
Capital GoodsEquity1.17%
FinancialEquity1.15%
AutomobileEquity1.12%
Consumer DiscretionaryEquity1.08%
HealthcareEquity1.05%
AutomobileEquity1.02%
DiversifiedEquity1.00%
HealthcareEquity1.00%
DiversifiedEquity0.97%
AutomobileEquity0.96%
Consumer DiscretionaryEquity0.94%
TechnologyEquity0.88%
Capital GoodsEquity0.84%
FinancialEquity0.78%
Capital GoodsEquity0.73%
AutomobileEquity0.71%
ChemicalsEquity0.66%
EnergyEquity0.61%
FinancialEquity0.61%
Capital GoodsEquity0.57%
TextilesEquity0.55%
HealthcareEquity0.54%
FinancialEquity0.53%
Capital GoodsEquity0.44%
Capital GoodsEquity0.32%
Capital GoodsEquity0.30%
Consumer DiscretionaryEquity0.23%
Kotak Liquid - Plan A - Direct Plan-Growth
NAMutual Fund0.20%
Capital GoodsEquity0.11%
See All

Expense ratio, exit load and tax

Expense ratio: 0.36%

Inclusive of GST

Exit load

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Atul Bhole
Jan 2024 - Present
View details

Education
Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.
Experience
Prior to joining Kotak Mahindra Mutual Fund he has worked with DSP Mutual Fund Tata Mutual Fund, JP Morgan Services Pvt. Ltd. and SBI Treasury.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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