Kotak Emerging Equity Scheme Overview

Mutual Fund

Kotak Emerging Equity Scheme is an open-ended equity Fund. The launch date of this fund is 30th March 2007. Kotak Emerging Equity Scheme is managed by Mr. Pankaj Tibrewal. The benchmark of Kotak Emerging Equity Scheme is NIFTY Midcap 100 TRI.

Kotak Emerging Equity Scheme is performing so well over the years the last ten years, five years and three years return of this fund is 20.94%, 22.07%, and 14.92%. The return since inception of this fund is 11.88%. The exit load is 1% if you redeem in 364 days. Kotak Emerging Equity Scheme comes with two options Kotak Emerging Equity Scheme Growth and Kotak Emerging Equity Scheme Dividend. It is advisable to invest in Kotak Emerging Equity Scheme Growth for a better return. You can choose your investment if you want to invest this fund. You can invest through Kotak Emerging Equity Scheme SIP and Kotak Emerging Equity Scheme Lump sum. Kotak Emerging Equity Scheme has its 97.91% investment in Indian stocks of which 7.35% in large-cap stocks, 75.28% in mid-cap stocks and 15.28% in small cap stocks. Investors who can take risk can invest in Kotak Emerging Equity Scheme. If you are someone who can invest in at least for three to five years this fund will help you. Investors also should be ready for possible losses. The AUM of Kotak Emerging Equity Scheme is Rs.3,535cr. (as on 28th Feb 2019). The expense ratio of Kotak Emerging Equity Scheme is 2.12%. The minimum SIP amount for this mutual fund scheme is Rs.1000 the minimum lump sum amount is Rs.5000.

Top 10 holdings of Kotak Emerging Equity Scheme (08/04/2019)

S.No. Name of Holding Net Assets (%)
1 The Ramco Cements Ltd 3.9
2 Schaeffler India Ltd 3.42
3 P I Industries Ltd 3.27
4 Supreme Industries Limited 3.27
5 RBL Bank Ltd. 3.21
6 Atul Ltd. 2.93
7 Bharat Financial Inclusion Limited 2.88
8 AU Small Finance Bank Ltd. 2.61
9 Shree Cement Ltd. 2.56
10 Thermax Ltd. 2.52

Top 5 sectors of Kotak Emerging Equity Scheme (08/04/2019)

S.No. Name of Holding Net Assets (%)
1 Finance – NBFC 9.49
2 Bank – Private 8.71
3 Cement and Construction Materials 6.46
4 Pharmaceuticals and Drugs 5.46
5 Chemicals 5.39

Kotak Emerging Equity Scheme

  • AUM Size- Rs.3,535cr.(as on 28th February 2019) 
  • Expense Ratio- 2.12% (28th February 2019)
  • Launch Date- 30th March 2007 
  • Benchmark- NIFTY Midcap 100 TRI
  • Risk- Moderately High
  • Return Since Launch- 11.88%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund -4.76 14.92 22.07 20.94
S&P BSE Mid Cap TRI -6.27 14.44 17.86 18.21
Category -5.72 13.12 18.42 21.60
Rank within Category 10 7 2 10
Number of funds in category 23 20 20 16

As on Apr 08, 2019

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