Kotak Emerging Equity Scheme Regular Growth+0.87%

5Groww
-4.60%
1 Year Return
Equity
Mid Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Emerging Equity Scheme Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.04%
NAV36.83 (13 Sep 2019)
Fund Started30 Mar 2007
Fund Size4,470 Cr

Fund Overview

Quick overview of Kotak Emerging Equity Scheme Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Emerging Equity Scheme Regular Growth
-4.6%
6.0%
11.2%
11.0%
Category Average
-7.8%
6.3%
NA
-
Rank within category
6
7
1
-
*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
    30
    with -4.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity3.8%
    Supreme Industries Ltd.ChemicalsEquity3.8%
    AU Small Finance Bank Ltd.FinancialEquity3.2%
    The Ramco Cements Ltd.ConstructionEquity3.1%
    Thermax Ltd.EngineeringEquity2.7%
    Solar Industries India Ltd.ChemicalsEquity2.4%
    Kajaria Ceramics Ltd.ConstructionEquity2.3%
    Torrent Pharmaceuticals Ltd.HealthcareEquity2.2%
    SRF Ltd.DiversifiedEquity2.1%
    Indusind Bank Ltd.FinancialEquity2.1%
    See All

    Other Details

    Kotak Emerging Equity Scheme Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 30 Mar 2007. Pankaj Tibrewal is the Current Fund Manager of Kotak Emerging Equity Scheme Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹4,470 Cr and the Latest NAV as of 13 Sep 2019 is ₹36.83.

    The Kotak Emerging Equity Scheme Regular Growth is rated Moderately High risk. Minimum SIP Investment is 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
    22 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
    Enter investment amount
    + ₹1,000
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