Kotak Emerging Equity Scheme Growth - Latest NAV ₹41.451, Returns, Performance & Portfolio

Kotak Emerging Equity Scheme Growth

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Min amount: ₹1,000

Calculate Returns

Rs. 3,000 invested monthly becomes Rs. 20.34 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years11.96%
5 Years9.06%
3 Years2.44%
1 Year8.95%
6 Months27.84%
Fund Details
RiskModerately High risk
Fund TypeMid-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Supreme Industries Ltd5.75%
Coromandel International Ltd4.12%
PI Industries Ltd4.11%
Ramco Cements Ltd3.98%
Schaeffler India Ltd2.95%
Sheela Foam Ltd2.75%
Persistent Systems Ltd2.57%
Kajaria Ceramics Ltd2.55%
Page Industries Ltd2.38%
Cadila Healthcare Ltd2.37%

About Kotak Emerging Equity Scheme

Kotak Emerging Equity is an open-ended equity scheme presenting the target of producing long term capital appreciation for investors. In order to attain this objective, the scheme capitalizes from various equity and equity-related safeties. The fund predominantly invests in mid and small cap companies which have the potential of significant progress in the long term.

Benefits of Kotak Emerging Equity Scheme

Kotak Low Duration Fund offers the following benefits:

  1. The fund was graded 3rd in Mid Cap Fund category by Crisil (for quarter ended Sep 2018 ). The rank has been consistent from last quarter.
  2. Although comparatively unpredictable in the short run, mid cap companies are more likely to deliver higher growth in the long term.
  3. Among its top 3 holdings the fund has exposure to RBL Bank Ltd., Schaeffler India Ltd and The Ramco Cements Ltd

Fund Info and Statistics of Kotak Emerging Equity Scheme

i) Inception / Launch date

The Kotak Emerging Equity Scheme was first made available on 30th of March 2007.

ii) Risk level

The investment in this scheme would be subject to a Moderately High risk.

iii) Redemption

Units can be redeemed by a repurchase/buyback by the fund house. Under usual conditions, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Pankaj Tibrewal has been managing the fund since 27th of May 2010. Mr. Tibrewal is a MBA (Finance) from Manchester University, U.K.,. Preceding joining Kotak Mahindra AMC, he worked with Principal Pnb Asset Management Co. Pvt. Ltd. as Fund Manager.

v) Entry / Exit load

a. Entry Load: NA b. Exit Load:

  1. Under 1 year from the date of allotment of units: 1%
  2. Over 1 year from the date of allotment of units: Nil.

Tax Benefits of investing in Kotak Emerging Equity Fund

The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).

About Kotak Asset Management and Mutual Funds

Kotak Mutual Fund caters to financial needs of individuals and the institutional investors across the globe. It was established in 1985 by Mr. Uday Kotak. It has 79 branches offering mutual funds. It was the harbinger for the private firms capable of managing pension funds in India. It has been providing resolutions for 15+ years for international clients, with services like investment banking, life insurance, stock broking and general insurance.

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Frequently Asked Questions

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 3,000 invested monthly becomes Rs. 20.34 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns