Kotak Emerging Equity Fund - Growth

NAV 113.88(-2.49%)
Feb 14, 2025
Kotak Emerging Equity Fund - Growth
AUM
₹49,091 Cr
Expense (%)
1.44
Turnover (%)
46.17
Benchmark
Nifty Midcap 150 - TRI
Asset Quality
Mid, Green
Differs from benchmark (%)
70.86

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : Kotak Emerging Equity Fund - Growth

Kotak Emerging Equity Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 21.22 19.4 23.17 19.5
Average Rolling Returns(%) 22.43 21.06 19.61 17.76

The Current NAV of Kotak Emerging Equity Fund - Growth is ₹113.88.

Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

Kotak Emerging Equity Fund - Growth fund’s expense ratio is 1.44%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Emerging Equity Fund - Growth is currently ₹49,092 Crores.

The Top three stocks are Mphasis, Ipca Laboratories and Fortis Healthcare and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 28% of fund’s portfolio respectively.

Top three sectors of Kotak Emerging Equity Fund - Growth fund are IT, Chemicals and BFSI accounting for 38% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Emerging Equity Fund - Growth Fund is Equity - Mid Cap Fund.

Atul Bhole manages the Kotak Emerging Equity Fund - Growth Fund.

Kotak Emerging Equity Fund - Growth current PE ratio is 50.45 and PB ratio is 8.49

The asset allocation of Kotak Emerging Equity Fund - Growth is Stocks : 96.43%, Debt : 3.34% and Gold : 0.21%

The minimum SIP amount for Kotak Emerging Equity Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Emerging Equity Fund - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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