Kotak Emerging Equity Fund - Growth - Regular Plan

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  • Net Change on 13-04-2021

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund 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 companies. The scheme may also invest in Debt and Money Market Instruments, as per the asset allocation table. There is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak Emerging Equity Scheme - Growth -1.49 9.97 86.77 11.80 16.87 13.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 86.77 11.80 16.87 1.81 10,937.53
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 79.97 7.54 14.41 1.79 26,471.11
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 63.25 10.23 16.00 1.83 10,916.39
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 56.82 15.22 17.34 1.86 10,431.65
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 75.93 10.79 15.63 1.99 9,030.90
Franklin India Prima Fund-Growth Dec 01, 1993 72.64 7.67 13.01 1.87 7,308

Fund Holdings as on 31-March-2021

  • Supreme Industries Limited

  • The Ramco Cements Ltd

  • Coromandel International Limited

  • Schaeffler India Ltd

  • Thermax Ltd.

  • Persistent Systems Limited

  • Sheela Foam Ltd

  • P I Industries Ltd

  • AU Small Finance Bank Ltd.

  • Atul Ltd.

  • Kajaria Ceramics Ltd.

  • JK Cement Ltd.

  • Oberoi Realty Limited

  • SKF India Ltd

  • Page Industries Ltd

  • Solar Industries India Limited

  • APL Apollo Tubes Ltd

  • Cummins India Ltd.

  • Triparty Repo

  • Jindal Steel & Power Ltd

  • Apollo Hospitals Enterprise Ltd.

  • Cadila Healthcare Ltd.

  • Voltas Ltd.

  • Sundaram Finance Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • SRF Ltd.

  • Max Financial Services Ltd

  • Mahindra & Mahindra Financial Services Ltd.

  • Emami Ltd.

  • Bharat Electronics Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Bata India Ltd.

  • Tata Global Beverages Limited

  • ICICI Bank Ltd.

  • Balkrishna Industries Ltd

  • Lux Industries Limited

  • Exide Industries Ltd.

  • V-Guard Industries Ltd.

  • Amara Raja Batteries Ltd.

  • Shree Cement Ltd.

  • State Bank Of India.

  • Federal Bank Ltd.

  • Blue Star Ltd.

  • Godrej Agrovet Ltd.

  • Hawkins Cooker Ltd

  • Gujarat Gas Company Ltd.

  • Motherson Sumi Systems Ltd.

  • Amber Enterprises India Ltd

  • MRF Ltd.

  • Shriram City Union Finance Ltd.

  • City Union Bank Ltd.

  • Alkem Laboratories Ltd.

  • AXIS Bank Ltd.

  • Laurus Labs Ltd

  • Gujarat State Petronet Ltd.

  • RBL Bank Ltd.

  • Kalpataru Power Transmission Ltd

  • PNC Infratech

  • Eris Lifesciences Ltd

  • WABCO India Ltd.

  • IPCA Laboratories Ltd.

  • BEML Limited

  • Kewal Kiran Clothing Limited

  • Hindustan Petroleum Corporation Ltd.

  • Finolex Cables Ltd.

  • Navneet Education Ltd

  • TI Financial Holding ltd.

  • Gland Pharma Limited

  • Net Current Assets/(Liabilities)

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  • Cement & Construction Materials

  • Bank - Private

  • Plastic Products

  • Bearings

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Chemicals

  • Finance - NBFC

  • Steel & Iron Products

  • Textile

  • Air Conditioners

  • Fertilizers

  • IT - Software

  • Pesticides & Agrochemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Construction - Real Estate

  • Consumer Food

  • Batteries

  • Tyres & Allied

  • Diesel Engines

  • Hospital & Healthcare Services

  • Steel/Sponge Iron/Pig Iron

  • Diversified

  • Finance - Others

  • Miscellaneous

  • Retailing

  • Auto Ancillary

  • Electric Equipment

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Trading

  • Gas Transmission/Marketing

  • Transmission Towers / Equipments

  • Engineering - Construction

  • Refineries

  • Cable

  • Printing And Publishing

  • Finance - Investment

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Fund Manager

  • Education:B.Com from St. Xavier's College, Calcutta & Masters degree in Finance from Manchester University, UK.
  • Experience:10 Years
  • Basic Details:Mr. Pankaj Tibrewal is a graduate in Commerce from St. Xavier's College, Kolkata and holds a Master's degree in Finance from Manchester University. Pankaj has been associated with the mutual fund industry since 2003 where he has managed several debt and equity schemes.
  • Funds Managed:
  • Kotak Emerging Equity Fund
  • Kotak Emerging Equity Fund
  • Kotak Equity Hybrid Fund
  • Kotak Small Cap Fund
  • Cash

  • Equity

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About Kotak Emerging Equity Fund

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Scheme Analysis

Kotak Emerging Equity Fund is a Equity - Mid Cap Fund fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 30-Mar-2007 and currently has an AUM of ₹10,937.53 crore. Kotak Emerging Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of Kotak Emerging Equity Fund ended up ₹0.52(0.91%)yesterday to ₹57.163.

Among its top 3 holdings the fund has exposure to Supreme Industries Limited, and

The Kotak Emerging Equity Fund is managed by Pankaj Tibrewal .

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455