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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.03

as on 28 Nov 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,028 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

  • ₹ 94.478

    as on 28 Nov 2023
  • Regular - Growth

  • 1 / 25

  • ₹ 5,000

  • ₹ 25,972 Cr.

    as on 31 May 2023
  • 1.56%

  • 30 Mar 2007

  • Equity - Mid Cap Fund

  • Nifty 50

  • Kotak Mahindra Mutual Fund

    Show All Funds
  • Kotak Emerging Equity Fund - 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 ₹ 94.478 as on 28 Nov 2023.

This fund has 16 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.56%. 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 10.06% 10.91% 28.51% 33.23% 41.90% 35.11% 25.32% 22.67% 50.70% 33.62% 30.22% 31.44% 20.79%
Category Average 6.67% 6.69% 21.03% 24.92% 16.52% 25.46% 19.64% 19.35% 39.67% 25.14% 22.20% 23.61% 17.49%
Kotak Emerging Equity Fund 5.37%₹ 10,536 5.38%₹ 10,538 19.09%₹ 11,909 22.48%₹ 12,248 33.50%₹ 14,083 15.69%₹ 13,395 23.01%₹ 29,995 26.03%₹ 20,028 21.34%₹ 49,195 21.39%₹ 26,369 24.45%₹ 1,09,946 22.67%₹ 77,257 19.22%₹ 3,30,287
SBI Magnum Mid Cap Fund 5.36%₹ 10,536 6.59%₹ 10,659 17.98%₹ 11,798 24.33%₹ 12,432 34.54%₹ 14,145 15.85%₹ 13,431 23.52%₹ 30,133 28.88%₹ 21,422 22.88%₹ 50,254 21.79%₹ 26,809 26.32%₹ 1,14,978 20.25%₹ 63,287 17.95%₹ 3,08,383
Nippon India Growth Fund 8.16%₹ 10,815 10.12%₹ 11,011 27.27%₹ 12,726 33.23%₹ 13,322 50.70%₹ 15,092 20.55%₹ 14,546 32.16%₹ 32,510 30.34%₹ 22,160 27.86%₹ 53,787 23.18%₹ 28,380 27.98%₹ 1,19,629 20.23%₹ 63,179 19.62%₹ 3,37,557
PGIM India Midcap Opportunities Fund 6.57%₹ 10,657 5.28%₹ 10,527 12.71%₹ 11,271 11.07%₹ 11,106 23.53%₹ 13,481 9.09%₹ 11,906 14.82%₹ 27,807 25.38%₹ 19,721 16.50%₹ 45,960 23.65%₹ 28,924 18.10%₹ 3,10,856 - -
Motilal Oswal Midcap 30 Fund 7.39%₹ 10,738 10.68%₹ 11,068 19.50%₹ 11,950 28.11%₹ 12,811 42.84%₹ 14,635 23.45%₹ 15,257 30.48%₹ 32,043 33.24%₹ 23,674 30.22%₹ 55,511 23.25%₹ 28,451 28.89%₹ 1,22,241 - -
Edelweiss Mid Cap Fund 8.30%₹ 10,829 8.36%₹ 10,836 21.42%₹ 12,141 25.04%₹ 12,504 41.16%₹ 14,537 16.11%₹ 13,492 26.16%₹ 30,850 27.33%₹ 20,659 23.28%₹ 50,533 21.96%₹ 26,995 25.88%₹ 1,13,777 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Emerging Equity Fund as on 30 Nov 2023 are listed below:

  • Equity Holdings:

    92.95%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.05%

Top Sector Holdings of Kotak Emerging Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 7.48% ₹ 2,088.26 Cr.
Bearings 6.41% ₹ 1,786.78 Cr.
Cement 5.03% ₹ 1,400.42 Cr.
Pharmaceuticals 4.89% ₹ 1,360.59 Cr.
Plastic products 4.16% ₹ 1,160.80 Cr.
Others 72.03% -

Top Stock Holdings of Kotak Emerging Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Supreme Industries Ltd. 4.16% ₹ 1,160.80 Cr.
Cummins India Ltd. 3.80% ₹ 1,057.82 Cr.
Schaeffler India Ltd. 3.75% ₹ 1,044.65 Cr.
Persistent Systems Ltd. 3.51% ₹ 978.28 Cr.
Pi Industries Ltd. 2.73% ₹ 759.53 Cr.
Others 82.05% -

Other Holdings

Holding TypeHolding Percentage
TREPS 7.24%
Net Receivables -0.19%