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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

35.70

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 24,988 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

  • ₹ 79.332

    as on 26 May 2023
  • Regular - Growth

  • 1 / 25

  • ₹ 5,000

  • ₹ 25,972 Cr.

    as on 30 Apr 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 ₹ 79.332 as on 26 May 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 10.14% 10.81% 8.49% 32.18% 41.90% 41.89% 18.87% 20.41% 29.09% 23.36% 30.47% 24.56% 18.38%
Category Average 5.76% 6.72% 2.96% 19.87% 14.33% 32.73% 13.32% 17.62% 17.21% 10.59% 18.98% 18.61% 15.84%
Kotak Emerging Equity Fund 4.95%₹ 10,494 5.28%₹ 10,528 3.46%₹ 10,346 19.49%₹ 11,948 16.34%₹ 13,029 14.24%₹ 13,051 11.47%₹ 26,915 35.70%₹ 24,988 20.64%₹ 48,675 14.92%₹ 20,057 20.43%₹ 99,681 20.41%₹ 64,184 18.38%₹ 3,15,540
SBI Magnum Mid Cap Fund 5.74%₹ 10,574 8.09%₹ 10,808 5.90%₹ 10,590 20.51%₹ 12,051 19.77%₹ 13,239 17.25%₹ 13,748 14.29%₹ 27,647 40.27%₹ 27,599 23.97%₹ 50,963 15.10%₹ 20,218 22.61%₹ 1,05,077 19.61%₹ 60,062 17.13%₹ 2,94,851
Nippon India Growth Fund 7.18%₹ 10,717 8.99%₹ 10,898 5.36%₹ 10,536 23.86%₹ 12,386 21.81%₹ 13,364 17.26%₹ 13,749 14.11%₹ 27,602 37.55%₹ 26,025 22.62%₹ 50,031 15.83%₹ 20,863 21.22%₹ 1,01,615 17.50%₹ 50,250 16.99%₹ 2,92,752
PGIM India Midcap Opportunities Fund 6.78%₹ 10,677 5.26%₹ 10,526 -0.91%₹ 9,908 15.81%₹ 11,581 10.69%₹ 12,678 13.62%₹ 12,908 7.74%₹ 25,952 40.30%₹ 27,616 20.69%₹ 48,709 17.77%₹ 22,674 24.23%₹ 1,09,276 - -
Motilal Oswal Midcap 30 Fund 10.14%₹ 11,013 10.81%₹ 11,081 8.49%₹ 10,849 32.18%₹ 13,218 29.09%₹ 13,802 27.81%₹ 16,336 23.36%₹ 30,057 41.89%₹ 28,565 30.47%₹ 55,638 17.01%₹ 21,950 24.56%₹ 1,10,130 - -
Edelweiss Mid Cap Fund 6.85%₹ 10,684 8.43%₹ 10,842 3.78%₹ 10,377 22.19%₹ 12,218 19.44%₹ 13,219 14.05%₹ 13,008 12.02%₹ 27,056 35.54%₹ 24,902 21.19%₹ 49,048 13.99%₹ 19,261 20.80%₹ 1,00,584 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Emerging Equity Fund as on 28 May 2023 are listed below:

  • Equity Holdings:

    92.04%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.96%

Top Sector Holdings of Kotak Emerging Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 7.78% ₹ 2,016.57 Cr.
Bearings 6.37% ₹ 1,654.99 Cr.
Pharmaceuticals 5.08% ₹ 1,322.42 Cr.
Cement 4.65% ₹ 1,206.57 Cr.
Plastic products 4.30% ₹ 1,117.84 Cr.
Others 71.82% -

Top Stock Holdings of Kotak Emerging Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Supreme Industries Ltd. 4.30% ₹ 1,117.84 Cr.
Schaeffler India Ltd. 3.71% ₹ 963.78 Cr.
Cummins India Ltd. 3.53% ₹ 916.54 Cr.
Persistent Systems Ltd. 3.47% ₹ 901.90 Cr.
Solar Industries India Ltd. 2.81% ₹ 730.96 Cr.
Others 82.18% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.10%
Net Receivables 1.86%