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RatingReturns (3Y)Risk
star5
21.38% · Annualized
High
Min SIP AmountExpense RatioAUM
1000
2.08%
₹ 2182Cr
SIP Calculator - Min ₹1000 / Month
/month invested in this portfolio
back would be worth ₹ 13,186 with annualized returns of 22.38%.

Performance

Returns

Pros & Cons

Holding Analysis

Top Holdings

Similar Mutual Funds

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This FundKotak Emerging Equity Scheme - Regular - Growth
terrain
Benchmark
reply_allReturns1Y3Y5YMeanStd DevSharpe
Kotak Emerging Equity Scheme - Regular - Growth22.38%21.38%26.31%19.41%15.32%0.86
S&P BSE SMALL CAP30.93%14.06%20.21%15.16%17.81%0.50
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Pros

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Cons

1. Age is more than 10 years
2. Risk is lower compared to the benchmark. Standard Deviation(15.8) is 0.9x of benchmark
3. 3Y Returns are higher than the benchmark. Returns(25.32%) are 1.5x of the benchmark
4. 5Y Returns are higher than the benchmark. Returns(27.29%) are 1.3x of the benchmark
5. 10Y Returns are higher than the benchmark. Returns(12.16%) are 1.7x of the benchmark
1. 1Y Returns are lower than the benchmark. Returns(22.25%) are 0.7x of the benchmark

Holding Analysis

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Top 10 Holdings

Sector expand_more
Instrument expand_more
Rating / Size expand_more
Value (Cr) expand_more
% Assetsexpand_more
CBLO(CCIL)
Current Assets
Money Market
--
96.04
4.70%
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
68.14
3.33%
Fag Bearings India Ltd.
Industrial Manufacturing
Equity
Mid Cap
60.04
2.94%
Federal Bank Ltd.
Financial Services
Equity
Mid Cap
50.82
2.49%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
Equity
Mid Cap
50.39
2.47%
Motherson Sumi Systems Ltd.
Automobile
Equity
Large Cap
48.50
2.37%
Strides Shasun Ltd.
Pharma
Equity
Mid Cap
47.16
2.31%
Bata India Ltd.
Consumer Goods
Equity
Mid Cap
45.09
2.21%
Atul Ltd.
Chemicals
Equity
Mid Cap
44.59
2.18%
Persistent Systems Ltd.
IT
Equity
Mid Cap
44.38
2.17%
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Other Details about Kotak Emerging Equity Scheme

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 sold before 1 year. Zero tax post one year.

Net Asset Value (NAV)

₹38.354 (19-Sep-2017)

Scheme Information Document (SID)

Click here to read all scheme information documents on AMC website

Other plans of Kotak Emerging Equity Scheme

₹ 5000Min for first investment2.08%Expense Ratio
₹ 1000Min for second investment onwards₹ 1000Min SIP amount
Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Asset Management Company
Pankaj TibrewalFund ManagerIf redeemed bet. 0 Year to 1 Year; Exit Load is 1%;Exit Load
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