Kotak Emerging Equity Fund - Growth - Regular Plan

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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 7.62 22.22 19.86 6.55 16.15 12.53
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 19.86 6.55 16.15 1.81 9,016.03
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 20.59 3.57 13.88 1.74 24,714.42
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 21.09 7.35 16.32 1.82 9,822.97
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 25.19 13.50 17.04 1.89 8,514.60
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 22.18 6.53 14.71 1.93 8,187.72
Franklin India Prima Fund-Growth Dec 01, 1993 18.88 4.45 13.50 1.85 7,065.20

Fund Holdings as on 31-December-2020

  • Supreme Industries Limited

  • Coromandel International Limited

  • The Ramco Cements Ltd

  • P I Industries Ltd

  • Schaeffler India Ltd

  • Sheela Foam Ltd

  • Kajaria Ceramics Ltd.

  • Page Industries Ltd

  • Atul Ltd.

  • Persistent Systems Limited

  • Thermax Ltd.

  • Oberoi Realty Limited

  • Cadila Healthcare Ltd.

  • SRF Ltd.

  • AU Small Finance Bank Ltd.

  • Solar Industries India Limited

  • Apollo Hospitals Enterprise Ltd.

  • JK Cement Ltd.

  • Bharat Electronics Ltd.

  • Voltas Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • SKF India Ltd

  • APL Apollo Tubes Ltd

  • Exide Industries Ltd.

  • Tata Global Beverages Limited

  • Torrent Pharmaceuticals Ltd.

  • Bata India Ltd.

  • Jindal Steel & Power Ltd

  • Balkrishna Industries Ltd

  • Max Financial Services Ltd

  • Cummins India Ltd.

  • Sundaram Finance Ltd.

  • Lux Industries Limited

  • Amara Raja Batteries Ltd.

  • Emami Ltd.

  • ICICI Bank Ltd.

  • Shree Cement Ltd.

  • Triparty Repo

  • Godrej Agrovet Ltd.

  • Hawkins Cooker Ltd

  • Federal Bank Ltd.

  • V-Guard Industries Ltd.

  • Alkem Laboratories Ltd.

  • AXIS Bank Ltd.

  • Blue Star Ltd.

  • Motherson Sumi Systems Ltd.

  • RBL Bank Ltd.

  • City Union Bank Ltd.

  • Laurus Labs Ltd

  • MRF Ltd.

  • Shriram City Union Finance Ltd.

  • Amber Enterprises India Ltd

  • State Bank Of India.

  • Eris Lifesciences Ltd

  • Kalpataru Power Transmission Ltd

  • Gujarat State Petronet Ltd.

  • Gujarat Gas Company Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • PNC Infratech

  • BEML Limited

  • Kewal Kiran Clothing Limited

  • Finolex Cables Ltd.

  • TI Financial Holding ltd.

  • Navneet Education Ltd

  • Gland Pharma Limited

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Bearings

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Chemicals

  • Textile

  • Fertilizers

  • Finance - NBFC

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Batteries

  • Consumer Food

  • Ceramics/Marble/Granite/Sanitaryware

  • IT - Software

  • Construction - Real Estate

  • Tyres & Allied

  • Diversified

  • Hospital & Healthcare Services

  • Castings/Forgings

  • Steel & Iron Products

  • Retailing

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Diesel Engines

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Auto Ancillary

  • Bank - Public

  • Miscellaneous

  • Gas Transmission/Marketing

  • Transmission Towers / Equipments

  • Trading

  • Refineries

  • Engineering - Construction

  • Cable

  • Finance - Investment

  • Printing And Publishing

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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 ₹9,016.03 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 down ₹-0.2(-0.38%)yesterday to ₹50.956.

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