Kotak Emerging Equity Scheme - Direct Plan
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.
Suitability
This product is suitable for investors who are seeking• long term capital growth• Investment in equity & equity related securities predominantly in mid & small cap companies
Fund Info
| Scheme Class | Equity |
| Scheme Category | Mid-Cap |
| Benchmark Type | S&P BSE Midcap TR INR |
| Expense Ratio | 0.82% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 5,341 |
| AMC AUM (in Crs.) | ₹ 1,50,099 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.24% | |
| 1000 | 1000 | 10.39% | |
| 1000 | 1000 | 8.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Triparty Repo | Cash - Repurchase Agreement | 4 |
| Supreme Industries Ltd | Equity | 4 |
| PI Industries Ltd | Equity | 4 |
| Ramco Cements Ltd | Equity | 3 |
| Coromandel International Ltd | Equity | 3 |
| Atul Ltd | Equity | 3 |
| Schaeffler India Ltd | Equity | 3 |
| Thermax Ltd | Equity | 3 |
| AU Small Finance Bank Ltd | Equity | 3 |
| Tata Global Beverages Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 96 |
| Cash - Repurchase Agreement | 4 |
| Cash | 1 |
| Cash - Future Offset | 0 |
| Bond - Corporate Bond | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Basic Materials | 23 |
| Financial Services | 19 |
| Industrials | 17 |
| Consumer Cyclical | 17 |
| Healthcare | 8 |
Kotak Mutual Fund
AUM₹1,50,099 Cr
About
Kotak Group is first NBFC of India. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.##Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities.##The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m