Kotak Emerging Equity Fund - Growth - Regular Plan

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  • Net Change on 03-12-2021

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 -0.19 2.49 50.72 25.68 19.43 14.39
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 50.72 25.68 19.43 1.77 16,485.07
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 Unrated 43.18 20.28 16.05 1.65 31,628.86
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 44.86 26.31 23.17 1.81 15,987.99
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 30.65 20.73 16.66 1.83 14,190.22
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 51.31 24.34 19.14 1.87 11,919.02
Franklin India Prima Fund-Growth Dec 01, 1993 Unrated 36.81 18.36 15.45 1.88 8,083.29

Fund Holdings as on 31-October-2021

  • Supreme Industries Limited

  • Persistent Systems Limited

  • Schaeffler India Ltd

  • Coromandel International Limited

  • Triparty Repo

  • SKF India Ltd

  • The Ramco Cements Ltd

  • Solar Industries India Limited

  • Oberoi Realty Limited

  • JK Cement Ltd.

  • Thermax Ltd.

  • P I Industries Ltd

  • Cummins India Ltd.

  • Sheela Foam Ltd

  • Atul Ltd.

  • Bharat Electronics Ltd.

  • Kajaria Ceramics Ltd.

  • SRF Ltd.

  • Bata India Ltd.

  • Voltas Ltd.

  • Emami Ltd.

  • ICICI Bank Ltd.

  • AU Small Finance Bank Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Lux Industries Limited

  • Page Industries Ltd

  • State Bank Of India.

  • Sundaram Finance Ltd.

  • Federal Bank Ltd.

  • Jindal Steel & Power Ltd

  • APL Apollo Tubes Ltd

  • Apollo Hospitals Enterprise Ltd.

  • Ratnamani Metals & Tubes Ltd.

  • Max Financial Services Ltd

  • Amber Enterprises India Ltd

  • Balkrishna Industries Ltd

  • Cadila Healthcare Ltd.

  • Tata Global Beverages Limited

  • Mahindra & Mahindra Financial Services Ltd.

  • IPCA Laboratories Ltd.

  • MRF Ltd.

  • V-Guard Industries Ltd.

  • Motherson Sumi Systems Ltd.

  • Shriram City Union Finance Ltd.

  • Blue Star Ltd.

  • City Union Bank Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Exide Industries Ltd.

  • Godrej Agrovet Ltd.

  • Hawkins Cooker Ltd

  • Gujarat State Petronet Ltd.

  • Shree Cement Ltd.

  • Alkem Laboratories Ltd.

  • Gujarat Gas Company Ltd.

  • Laurus Labs Ltd

  • AXIS Bank Ltd.

  • Amara Raja Batteries Ltd.

  • Kalpataru Power Transmission Ltd

  • Eris Lifesciences Ltd

  • PNC Infratech

  • RBL Bank Ltd.

  • WABCO India Ltd.

  • Kewal Kiran Clothing Limited

  • BEML Limited

  • Finolex Cables Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Gland Pharma Limited

  • Navneet Education Ltd

  • Aditya Birla Sun Life AMC Ltd

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Bearings

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Engineering - Industrial Equipments

  • Chemicals

  • IT - Software

  • Household & Personal Products

  • Air Conditioners

  • Textile

  • Finance - NBFC

  • Fertilizers

  • Steel & Iron Products

  • Miscellaneous

  • Construction - Real Estate

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Diversified

  • Retailing

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Hospital & Healthcare Services

  • Finance - Others

  • Batteries

  • Gas Transmission/Marketing

  • Auto Ancillary

  • Tea/Coffee

  • Electric Equipment

  • Refineries

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Transmission Towers / Equipments

  • Engineering - Construction

  • Cable

  • e-Commerce

  • Printing And Publishing

  • Finance - Asset Management

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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

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 ₹16,485.07 crore. Kotak Emerging Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Kotak Emerging Equity Fund ended down ₹-0.21(-0.29%)yesterday to ₹72.077.

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