Kotak Emerging Equity Scheme Regular Growth-1.16%

5Groww
-11.69%
1 Year Return
Equity
Mid Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Emerging Equity Scheme Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.00%
NAV38.12 (08 Jul 2019)
Fund Started29 Mar 2007
Fund Size4,321 Cr

Fund Overview

Quick overview of Kotak Emerging Equity Scheme Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Emerging Equity Scheme Regular Growth
-11.7%
4.4%
11.8%
10.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -11.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Schaeffler India Ltd.Industrial ManufacturingEquity3.7%
    Bharat Financial Inclusion Ltd.Financial ServicesEquity3.6%
    The Ramco Cements Ltd.Cement & Cement ProductsEquity3.6%
    RBL Bank Ltd.Financial ServicesEquity3.4%
    Atul Ltd.ChemicalsEquity3.3%
    Triparty RepoCurrent AssetsMoney Market3.0%
    Supreme Industries Ltd.Industrial ManufacturingEquity3.0%
    P I Industries Ltd.Fertilisers & PesticidesEquity2.9%
    Thermax Ltd.Industrial ManufacturingEquity2.6%
    Solar Industries India Ltd.ChemicalsEquity2.5%
    See All

    Fund Managers

    addPankaj Tibrewal
    Education
    Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
    Experience
    Prior to joining Kotak Mahindra AMC he has worked with Principal Pnb Asset Management Co. Pvt. Ltd. as Fund Manager.
    Funds Managed

    Other Details

    Kotak Emerging Equity Scheme Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 29 Mar 2007. Pankaj Tibrewal is the Current Fund Manager of Kotak Emerging Equity Scheme Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹4,321 Cr and the Latest NAV as of 08 Jul 2019 is ₹38.12.

    The Kotak Emerging Equity Scheme Regular Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment 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 and small cap companies.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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