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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.16

as on 20 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,795 today.

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NAV Performance

Kotak Emerging Equity Fund performance graph for last 3 years
Performance of Kotak Emerging Equity Fund for last 3 Years

Fund Information

  • ₹ 67.789

    as on 20 May 2022
  • Regular - Growth

  • 1 / 25

  • ₹ 5,000

  • ₹ 16,705 Cr.

    as on 31 Dec 2021
  • 1.81%

  • 30 Mar 2007

  • Equity - Mid Cap Fund

  • Nifty 50

  • Kotak Mahindra Mutual Fund

    Show All Funds
  • Kotak Emerging Equity - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Kotak Emerging Equity Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 30 Mar 2007. This fund is offered by one of the top AMC (Assets Management Company) Kotak Mahindra Mutual Fund. You can also view here all other Equity funds offered by Kotak Mahindra Mutual Fund.

Latest NAV of the fund is ₹ 67.789 as on 20 May 2022.

This fund has 15 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.81%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

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.

List of Fund Managers of Kotak Emerging Equity Fund

  • About Pankaj Tibrewal

    Picture of Pankaj TibrewalMr. Pankaj Tibrewal has more than 13 years of experience in the fund management area. Prior to joining Kotak AMC, he was in the fund management team of Principal PNB Asset Management Company Pvt. Ltd.He is a graduate in Commerce from St. Xavier's College, Kolkata and holds a Masters degree in Finance from Manchester University.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -3.84% 1.52% -0.90% 27.96% 56.30% 30.12% 19.02% 20.38% 11.47% 38.12% 37.74% 25.72% 18.94%
Category Average -7.30% -4.83% -10.20% 11.66% 42.83% 18.76% 11.80% 17.62% -5.85% 21.51% 22.63% 15.88% 16.18%
Kotak Emerging Equity Fund -7.02%₹ 9,298 -2.83%₹ 9,717 -7.47%₹ 9,252 13.05%₹ 11,304 -2.08%₹ 11,865 47.50%₹ 21,756 25.38%₹ 30,607 21.16%₹ 17,795 25.71%₹ 52,208 13.50%₹ 18,850 18.49%₹ 95,106 20.13%₹ 62,697 18.94%₹ 3,25,167
PGIM India Midcap Opportunities Fund -6.35%₹ 9,365 -6.66%₹ 9,333 -11.70%₹ 8,829 15.21%₹ 11,520 -5.72%₹ 11,628 56.31%₹ 24,431 29.74%₹ 31,800 30.07%₹ 22,022 34.76%₹ 58,900 15.83%₹ 20,870 24.10%₹ 1,08,950 - -
Edelweiss Mid Cap Fund -7.00%₹ 9,300 -3.66%₹ 9,633 -10.21%₹ 8,979 10.94%₹ 11,093 -5.37%₹ 11,650 45.73%₹ 21,235 24.12%₹ 30,266 21.34%₹ 17,872 25.63%₹ 52,145 13.60%₹ 18,930 17.94%₹ 93,828 - -
Axis Mid Cap Fund -7.47%₹ 9,253 -6.15%₹ 9,385 -14.96%₹ 8,504 8.03%₹ 10,802 -11.67%₹ 11,233 32.72%₹ 17,615 14.85%₹ 27,798 19.38%₹ 17,022 18.91%₹ 47,528 16.70%₹ 21,659 17.03%₹ 91,777 20.01%₹ 62,099 17.57%₹ 3,01,999
Nippon India Growth Fund -7.12%₹ 9,287 -4.66%₹ 9,533 -10.77%₹ 8,922 15.39%₹ 11,539 -3.93%₹ 11,745 47.20%₹ 21,668 24.38%₹ 30,336 19.27%₹ 16,974 24.59%₹ 51,415 13.59%₹ 18,927 17.73%₹ 93,366 16.72%₹ 47,008 16.16%₹ 2,79,866
Tata Mid Cap Growth Fund -7.75%₹ 9,224 -5.01%₹ 9,499 -11.28%₹ 8,871 8.62%₹ 10,862 -7.92%₹ 11,482 39.37%₹ 19,424 18.37%₹ 28,725 17.52%₹ 16,238 20.47%₹ 48,571 12.13%₹ 17,736 15.59%₹ 88,590 18.69%₹ 55,579 16.58%₹ 2,86,412

Portfolio Holdings

Portfolio holdings pattern of Kotak Emerging Equity Fund as on 23 May 2022 are listed below:

  • Equity Holdings:

    96.28%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.14%

Top Sector Holdings of Kotak Emerging Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 7.15% ₹ 1,307.53 Cr.
Bearings 7.03% ₹ 1,232.49 Cr.
Pharmaceuticals 5.69% ₹ 995.35 Cr.
Cement 5.65% ₹ 990.68 Cr.
Computers - Software 4.87% ₹ 853.48 Cr.
Others 69.61% -

Top Stock Holdings of Kotak Emerging Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Persistent Systems Ltd. 4.87% ₹ 853.48 Cr.
Supreme Industries Ltd. 4.85% ₹ 850.84 Cr.
Schaeffler India Ltd. 4.02% ₹ 705.55 Cr.
Thermax Ltd. 3.17% ₹ 555.64 Cr.
SKF India Ltd. 3.01% ₹ 526.94 Cr.
Others 80.08% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.49%
Net Receivables -0.35%