Kotak Emerging Equity Scheme Direct Growth

About Kotak Emerging Equity Fund- Direct Plan - Growth

The primary focus of this scheme is to generate long-term capital appreciation by investing in a portfolio of equity and equity-related securities, mostly issued by midcap companies. These companies are usually at their nascent or developing stage and may be under-researched.

Pros and Cons of Kotak Emerging Equity Fund- Direct Plan - Growth

The one-year, three-year, and five-year returns from the fund are higher than the category average returns. On the other hand, the risk-adjusted returns from the fund is lower as compared to the category.

Fund Information and Statistics

i) Inception/Launch Date

The fund scheme was rolled out on 30 March 2007.

ii) Risk Level

A moderately high risk profile is associated with the scheme since it primarily invests in equity and equity-related securities issued by midcap companies.

iii) Redemption

There is no lock-in period for the principal invested in this fund. However, you may have to consider the exit load before redeeming the units.

iv) Fund Manager

Mr Pankaj Tibrewal is the current Fund Manager for the scheme.

v) Entry/Exit Load

As prescribed by SEBI, no entry load is applicable. However, an exit load of 1% will be charged when you redeem/switch out fund units in excess of 10% of the initial investment within one year from the date of allotment. After completing one year, no exit load is charged.

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund was established as an asset management company on 5 August 1994. The company was then set up as a fund house on 23 June 1998. Kotak Mahindra Bank Limited is the sponsor and Kotak Mahindra Trustee Co. Limited is the trustee for the fund house.