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Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.64

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,846 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

  • ₹ 75.600

    as on 30 Sep 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 ₹ 75.600 as on 30 Sep 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 4.60% 21.67% 15.30% 26.13% 43.63% 37.44% 20.16% 19.97% 30.39% 36.69% 37.43% 27.48% 19.65%
Category Average -0.86% 13.55% 4.53% 4.77% 32.67% 23.71% 13.38% 17.22% 9.47% 19.37% 25.87% 18.91% 16.94%
Kotak Emerging Equity Fund -1.23%₹ 9,877 15.26%₹ 11,525 6.28%₹ 10,628 6.94%₹ 10,693 11.87%₹ 12,758 35.85%₹ 18,455 21.51%₹ 29,586 25.64%₹ 19,846 28.25%₹ 54,076 15.29%₹ 20,386 21.17%₹ 1,01,577 19.79%₹ 60,972 19.65%₹ 3,38,164
PGIM India Midcap Opportunities Fund -1.07%₹ 9,893 15.23%₹ 11,523 5.47%₹ 10,546 5.49%₹ 10,549 10.48%₹ 12,671 40.76%₹ 19,813 24.99%₹ 30,529 37.44%₹ 25,982 36.67%₹ 60,437 19.07%₹ 23,956 27.48%₹ 1,18,207 - -
Edelweiss Mid Cap Fund -1.10%₹ 9,890 15.73%₹ 11,572 5.87%₹ 10,586 5.10%₹ 10,509 11.28%₹ 12,721 35.80%₹ 18,442 21.42%₹ 29,564 26.28%₹ 20,147 28.87%₹ 54,525 15.29%₹ 20,385 21.01%₹ 1,01,187 - -
Axis Mid Cap Fund -1.13%₹ 9,887 13.57%₹ 11,356 1.34%₹ 10,133 -0.68%₹ 9,931 4.44%₹ 12,287 26.84%₹ 16,089 14.80%₹ 27,799 21.77%₹ 18,063 21.49%₹ 49,295 17.35%₹ 22,269 19.11%₹ 96,625 18.97%₹ 56,916 18.24%₹ 3,13,358
Nippon India Growth Fund -0.56%₹ 9,944 14.66%₹ 11,466 6.43%₹ 10,643 4.42%₹ 10,442 11.71%₹ 12,748 35.64%₹ 18,398 22.44%₹ 29,837 25.37%₹ 19,719 28.62%₹ 54,345 15.17%₹ 20,277 21.01%₹ 1,01,194 16.51%₹ 46,151 17.38%₹ 2,99,193
Tata Mid Cap Growth Fund -2.06%₹ 9,794 12.26%₹ 11,226 1.61%₹ 10,160 1.81%₹ 10,180 5.05%₹ 12,326 28.81%₹ 16,592 15.59%₹ 28,008 21.19%₹ 17,806 22.62%₹ 50,075 12.97%₹ 18,413 17.82%₹ 93,614 18.02%₹ 52,501 17.10%₹ 2,94,630

Portfolio Holdings

Portfolio holdings pattern of Kotak Emerging Equity Fund as on 02 Oct 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%