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RatingReturns (3Y)Risk
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19.65% · Per Annum
Moderately High
Min SIP AmountExpense RatioFund Size
1000
2.06%
₹ 2659Cr
SIP Calculator - Min ₹1000 / Month
/month invested in this portfolio
back would be worth ₹ 13,954 with returns of 37.7% Per Annum.
Trailing Returns
Sip Returns

Performance

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This FundKotak Emerging Equity Scheme - Regular - Growth
terrain
Benchmark
reply_allReturns1Y3Y5YMeanStd DevSharpe
Kotak Emerging Equity Scheme - Regular - Growth37.70%19.65%25.74%18.98%14.79%0.86
S&P BSE SMALL CAP26.34%15.96%18.51%14.72%17.55%0.48
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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. 3Y Returns are higher than the benchmark
4. 5Y Returns are higher than the benchmark
5. 10Y Returns are higher than the benchmark
1. 1Y Returns are lower than the benchmark
assessmentComparisionReturn 3YMin SIP InvestmentMin InvestmentFund Size(Cr)Rating

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
--
118.15
4.44%
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
93.68
3.52%
Schaeffler India Ltd.
Industrial Manufacturing
Equity
Mid Cap
87.00
3.27%
RBL Bank Ltd.
Financial Services
Equity
Mid Cap
75.55
2.84%
Atul Ltd.
Chemicals
Equity
Mid Cap
74.63
2.81%
Federal Bank Ltd.
Financial Services
Equity
Mid Cap
70.05
2.63%
The Ramco Cements Ltd.
Cement & Cement Products
Equity
Mid Cap
68.43
2.57%
Bata India Ltd.
Consumer Goods
Equity
Mid Cap
68.07
2.56%
Emami Ltd.
Consumer Goods
Equity
Large Cap
67.49
2.54%
Solar Industries India Ltd.
Chemicals
Equity
Mid Cap
64.44
2.42%
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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)

₹40.031 (22-Nov-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 investment2.06%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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Other Mutual Funds in Equity - Small Cap Category

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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