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RatingReturns 1YRisk
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12.05%
Moderately High
Min SIP AmountExpense RatioFund Size
1000
2.42%
₹ 3021Cr
SIP Calculator - Min ₹1000 / Month
per month invested in this mutual fund for the last
would be worth ₹ 12,649 with returns of 12.05% per annum.
Trailing Returns
Sip Returns

Performance

reply_allReturns1Y3Y5YMeanStd DevSharpe
Kotak Emerging Equity Scheme12.05%15.35% p.a.26.14% p.a.16.24%14.96%0.67
S&P BSE SMALL CAP16.47%14.85% p.a.23.12% p.a.16.52%18.26%0.56
assessmentComparisonReturn 1YMin SIP InvestmentMin InvestmentFund Size (Cr)Rating
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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
3. 5Y Returns are higher than the benchmark
4. 10Y Returns are higher than the benchmark
1. 1Y Returns are lower than the benchmark
2. 3Y Returns are lower than 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
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
126.74
3.86%
Atul Ltd.
Chemicals
Equity
Mid Cap
107.47
3.27%
Schaeffler India Ltd.
Industrial Manufacturing
Equity
Mid Cap
106.34
3.24%
The Ramco Cements Ltd.
Cement & Cement Products
Equity
Mid Cap
99.06
3.01%
Supreme Industries Ltd.
Industrial Manufacturing
Equity
Mid Cap
98.38
2.99%
RBL Bank Ltd.
Financial Services
Equity
Mid Cap
93.27
2.84%
CBLO(CCIL)
Current Assets
Money Market
--
89.24
2.72%
Bata India Ltd.
Consumer Goods
Equity
Mid Cap
79.78
2.43%
Shriram City Union Finance
Financial Services
Equity
Mid Cap
79.31
2.41%
Solar Industries India Ltd.
Chemicals
Equity
Mid Cap
78.86
2.40%
SHOW ALL
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Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone:
022 - 66384444
Launch Date:
23 Jun 1998
Email:
fundaccops@kotakmutual.com
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Other Mutual Funds in Equity - Mid Cap Category

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Details about Kotak Emerging Equity Scheme

Plan Type

Regular

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.

Net Asset Value (NAV)

₹39.552 (25-May-2018)

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 investment2.42%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