August 4, 2022
mayank
Kotak Emerging Equity Fund Guidance
NAV Growth : Rs 82.9330
NAV IDCW : Rs 49.4100
Suitable For Which Investors ?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Fund Manager :
— Pankaj 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 AMC he has worked with Principal Asset Management Company. as Fund Manager.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Basic Details
| Fund House: | Kotak Mahindra Mutual Fund |
| Launch Date: | 01-Jan-13 |
| Return Since Launch: | 20.24% |
| Benchmark: | NIFTY Midcap 150 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | Rs 18,259 Cr |
| (As on 30-Jun-2022) | |
| Expense Ratio: | 0.49% |
| (As on 30-Jun-2022) | |
| Risk Grade: | Below Average |
| Return Grade: | Above Average |
| Turnover: | 3.15% |
Kotak Emerging Equity Fund Guidance Trailing Returns (%)
| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
| Kotak Emerging Equity Direct-G | 1.88 | -0.67 | 3.07 | 11.84 | 1.72 | 1.81 | 8.7 | 28.77 | 16.23 | 16.54 | — |
| S&P BSE 150 MidCap TRI | -1.65 | -0.49 | 3.27 | 11.47 | 0.96 | -2.22 | 4.83 | 27.69 | 13.93 | 14.46 | — |
| Equity: Mid Cap | -0.8 | -0.52 | 3.06 | 11.6 | 1.95 | -1.1 | 6.13 | 26.56 | 13.6 | 13.61 | — |
| Rank within category | 6 | 24 | 16 | 14 | 23 | 3 | 6 | 6 | 4 | 1 | — |
| Number of funds in category | 30 | 32 | 32 | 32 | 32 | 30 | 28 | 23 | 20 | 19 | 0 |
Kotak Emerging Equity Fund Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| Kotak Emerging Equity Fund | 4 star | Jan-13 | 8.7 | 28.77 | 16.23 | 0.49 | 18,259 |
| Axis Midcap Fund | 5 star | Jan-13 | 4.69 | 26.22 | 18.6 | 0.51 | 16,567 |
| Nippon India Growth Fund | 4 star | Jan-13 | 7.5 | 26.67 | 14.85 | 1.24 | 11,268 |
| Mirae Asset Midcap Fund | 4 star | Jul-19 | 8.46 | 30.58 | — | 0.65 | 7,173 |
| PGIM India Midcap Opportunities Fund | 5 star | Dec-13 | 9.68 | 41.39 | 19.92 | 0.45 | 5,169 |
Portfolio Analysis
| Number of Stocks | 71 |
| Top 10 Stocks (%) | 33.73 |
| Top 5 Stocks (%) | 18.89 |
| Top 3 Sectors (%) | 41.6 |
| Portfolio P/B Ratio | 4.08 |
| Portfolio P/E Ratio | 26.11 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 27,068 | 28,325 |
| Giant (%) | 4.24 | 5.03 |
| Large (%) | 11.48 | 12.81 |
| Mid (%) | 79.86 | 77.62 |
| Small (%) | 4.43 | 6.11 |
| Tiny (%) | — | 2.16 |
Kotak Emerging Equity Fund Guidance by Chanakya :
Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Apply Online :
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