Kotak Emerging Equity Fund - Growth - Direct Plan

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  • Net Change on 21-10-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • 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 - Direct 3.26 9.96 74.69 29.34 18.71 21.91
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 - Direct Jan 01, 2013 74.69 29.34 18.71 0.55 16,318.43
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 74.29 24.01 15.81 1.00 31,751.95
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 68.83 30.98 22.33 0.48 15,394.86
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 53.17 25.44 16.28 0.77 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 81.25 28.98 18.32 1.04 11,839.23
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 Unrated 68.18 22.60 15.19 1.11 8,156.63

Fund Holdings as on 30-September-2021

  • Supreme Industries Limited

  • Persistent Systems Limited

  • Triparty Repo

  • Schaeffler India Ltd

  • Coromandel International Limited

  • Oberoi Realty Limited

  • P I Industries Ltd

  • SKF India Ltd

  • The Ramco Cements Ltd

  • Thermax Ltd.

  • JK Cement Ltd.

  • Atul Ltd.

  • Cummins India Ltd.

  • Solar Industries India Limited

  • Bharat Electronics Ltd.

  • Sheela Foam Ltd

  • SRF Ltd.

  • Kajaria Ceramics Ltd.

  • Voltas Ltd.

  • Bata India Ltd.

  • Emami Ltd.

  • Torrent Pharmaceuticals Ltd.

  • AU Small Finance Bank Ltd.

  • Lux Industries Limited

  • Apollo Hospitals Enterprise Ltd.

  • APL Apollo Tubes Ltd

  • ICICI Bank Ltd.

  • Sundaram Finance Ltd.

  • Max Financial Services Ltd

  • Ratnamani Metals & Tubes Ltd.

  • State Bank Of India.

  • Jindal Steel & Power Ltd

  • Page Industries Ltd

  • Cadila Healthcare Ltd.

  • Federal Bank Ltd.

  • Balkrishna Industries Ltd

  • Amber Enterprises India Ltd

  • Tata Global Beverages Limited

  • IPCA Laboratories Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • MRF Ltd.

  • V-Guard Industries Ltd.

  • Motherson Sumi Systems Ltd.

  • Shriram City Union Finance Ltd.

  • Blue Star Ltd.

  • Exide Industries Ltd.

  • Godrej Agrovet Ltd.

  • Laurus Labs Ltd

  • Alkem Laboratories Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • City Union Bank Ltd.

  • Gujarat State Petronet Ltd.

  • Shree Cement Ltd.

  • Hawkins Cooker Ltd

  • Gujarat Gas Company Ltd.

  • Amara Raja Batteries Ltd.

  • AXIS Bank Ltd.

  • PNC Infratech

  • Kalpataru Power Transmission Ltd

  • Eris Lifesciences Ltd

  • RBL Bank Ltd.

  • WABCO India Ltd.

  • BEML Limited

  • Kewal Kiran Clothing Limited

  • Finolex Cables Ltd.

  • Navneet Education Ltd

  • Gland Pharma Limited

  • Aditya Birla Sun Life AMC Ltd

  • Net Current Assets/(Liabilities)

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  • Bearings

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Plastic Products

  • Engineering - Industrial Equipments

  • Chemicals

  • Household & Personal Products

  • IT - Software

  • Air Conditioners

  • Miscellaneous

  • Finance - NBFC

  • Textile

  • Fertilizers

  • Construction - Real Estate

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Diversified

  • Tyres & Allied

  • Ceramics/Marble/Granite/Sanitaryware

  • Retailing

  • Hospital & Healthcare Services

  • Finance - Others

  • Batteries

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Gas Transmission/Marketing

  • Auto Ancillary

  • Tea/Coffee

  • Electric Equipment

  • Consumer Food

  • Refineries

  • Consumer Durables - Domestic Appliances

  • Engineering - Construction

  • Transmission Towers / Equipments

  • Cable

  • 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

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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 01-Jan-2013 and currently has an AUM of ₹16,318.43 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 ₹-0.55(-0.68%)yesterday to ₹79.652.

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