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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

28.03

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,013 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

  • ₹ 72.320

    as on 20 Oct 2021
  • Regular - Growth

  • 4 / 25

  • ₹ 5,000

  • ₹ 14,133 Cr.

    as on 20 Oct 2021
  • 1.82%

    since 31 May 2021
  • 30 Mar 2007

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 72.320 as on 20 Oct 2021.

This fund has 14 years of track record. Since 31 May 2021 expense ratio of this fund is 1.82%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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 Moderately 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 8.00% 18.06% 43.56% 91.72% 58.85% 37.47% 21.18% 21.90% 85.79% 76.99% 55.49% 32.53% 22.54%
Category Average 5.13% 12.22% 32.55% 74.25% 37.04% 25.82% 16.05% 18.84% 65.87% 54.97% 38.61% 23.58% 19.86%
Kotak Emerging Equity Fund 3.91%₹ 10,391 10.37%₹ 11,036 27.56%₹ 12,755 74.47%₹ 17,447 61.20%₹ 15,677 37.69%₹ 19,008 54.47%₹ 38,940 28.03%₹ 21,013 39.33%₹ 62,537 17.36%₹ 22,277 24.57%₹ 1,10,257 21.19%₹ 68,439 22.19%₹ 3,87,944
DSP Midcap Fund 2.52%₹ 10,252 8.82%₹ 10,881 25.30%₹ 12,530 53.07%₹ 15,307 46.27%₹ 14,825 31.02%₹ 17,205 42.33%₹ 35,382 24.61%₹ 19,370 32.40%₹ 57,147 15.47%₹ 20,531 21.04%₹ 1,01,240 18.88%₹ 56,451 20.11%₹ 3,46,535
Axis Mid Cap Fund 3.75%₹ 10,375 14.75%₹ 11,475 32.47%₹ 13,246 68.13%₹ 16,812 63.44%₹ 15,803 35.69%₹ 18,457 51.53%₹ 38,066 29.72%₹ 21,857 39.26%₹ 62,487 21.18%₹ 26,143 27.72%₹ 1,18,868 21.90%₹ 72,553 22.54%₹ 3,95,363
Invesco India Midcap Fund 5.92%₹ 10,592 10.84%₹ 11,083 33.47%₹ 13,347 67.76%₹ 16,775 62.07%₹ 15,726 36.69%₹ 18,732 51.33%₹ 38,008 25.86%₹ 19,964 37.43%₹ 61,025 17.78%₹ 22,671 24.38%₹ 1,09,733 20.28%₹ 63,499 21.19%₹ 3,67,501
PGIM India Midcap Opportunities Fund 5.39%₹ 10,539 16.22%₹ 11,622 40.97%₹ 14,096 91.72%₹ 19,172 85.79%₹ 17,035 58.85%₹ 25,329 76.99%₹ 45,886 37.47%₹ 26,022 55.49%₹ 76,413 20.43%₹ 25,344 32.53%₹ 1,33,171 - -
Edelweiss Mid Cap Fund 6.50%₹ 10,649 11.04%₹ 11,103 33.36%₹ 13,336 81.31%₹ 18,130 69.66%₹ 16,150 40.22%₹ 19,717 59.87%₹ 40,565 28.18%₹ 21,087 42.39%₹ 65,027 - - - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Emerging Equity Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    96.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.67%

Top Sector Holdings of Kotak Emerging Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 7.76% ₹ 1,097.02 Cr.
Cement 6.38% ₹ 902.20 Cr.
Pharmaceuticals 5.76% ₹ 815.24 Cr.
Bearings 5.36% ₹ 757.81 Cr.
NBFC 5.18% ₹ 733.09 Cr.
Others 69.56% -

Top Stock Holdings of Kotak Emerging Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Supreme Industries Ltd. 5.00% ₹ 706.67 Cr.
Coromandel International Ltd. 3.64% ₹ 514.71 Cr.
Persistent Systems Ltd. 3.62% ₹ 511.13 Cr.
The Ramco Cements Ltd. 3.11% ₹ 440.09 Cr.
Schaeffler India Ltd. 3.02% ₹ 427.23 Cr.
Others 81.61% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.81%
Net Receivables -0.14%