Kotak Emerging Equity Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.8% | 32.1% | 18.8% | 20.4% | ||||
| Category Average | 20.6% | 32.2% | 16.6% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment. |
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Fund Objective
Kotak Emerging Equity Fund is a mutual fund that has been around for quite some time. It was launched in 2004 by Kotak Mahindra Asset Management Company Limited (Kotak AMC), one of the oldest mutual fund companies in India.
The Kotak Emerging Equity Fund focuses on investing in emerging markets which makes it interesting. This fund was started by a man named Harishanker Subramaniam in 1993. If you’re looking to invest in an emerging equity fund, then the Kotak Emerging Equity Fund might be the right one.
Pros & Cons
| Pros | Cons |
|---|---|
| The fund’s annualized return has been 13.8% over the last five years, compared with the 11.4% return from the Nifty 50. | The fund has a 5-year lock-in period, meaning that investors cannot withdraw their money for at least five years. |
| The fund invests in many companies in different sectors. This helps to reduce the risk associated with investing in one sector. If the healthcare sector is underperforming, then the funds in other sectors would offset the losses. | |
| Kotak Emerging Equity Fund is managed by a team of experienced professionals who deeply understand the Indian markets. This expertise has helped the fund generate superior returns for investors. |
How to Invest in Kotak Emerging Equity Fund?
Kotak Emerging Equity Fund is a great investment option for those seeking exposure to small and mid-cap stocks. The fund has a proven track record and has delivered strong returns over the years.
Investors can choose to invest either in a lump sum or through systematic investment plans (SIP). A minimum investment of Rs. 5,000 is required for a lump sum investment. A minimum investment of Rs. 1,000 per month is required for SIP.
What is the Expense Ratio of Kotak Emerging Equity Fund?
This fund invests in stocks from companies in developing countries. The expense ratio refers to the fund’s proportion of assets to pay its expenses. The remainder is used to invest within the fund’s portfolio.
Who Should Invest in Kotak Emerging Equity Fund?
The scheme offers two investment options viz. Growth and Dividend. The Growth option aims to increase capital by investing primarily in equity and equity-related instruments. The Dividend option seeks to provide regular income by investing predominantly in equity and equity-related instruments that have the potential to declare and pay dividends.
The fund invests in stocks that are at the beginning of their growth cycles and has the potential to earn superior returns. Investors willing to take on higher risk in pursuit of higher returns would be ideal candidates for this fund.
What are the Benefits of Investing in Kotak Emerging Equity Fund?
There are many benefits to investing in Kotak Emerging Equity Fund. For starters, it is a great way to get exposure to small and mid-sized companies that are growing at a rapid pace. This fund also offers the potential for high returns, which can help you reach your financial goals more quickly.
In addition, Kotak Emerging Equity Fund is a diversified fund, which means that it invests in a wide range of companies across different sectors. This helps to reduce risk and ensures that your investment is well-diversified.
The fund’s management team comprises experienced professionals with a track record of success managing similar portfolios. This gives investors peace of mind and can help them achieve their financial goals.
Fund Managers
Pankaj Tibrewal - Fund Manager
Mr Pankaj Tibrewal has over 13 years of fund management experience. Before joining Kotak AMC, he was an important member of Principal PNB Asset Management Company Pvt’s fund management team. Mr Tibrewal became part of the Kotak Mahindra Mutual Fund AMC back in January 2010 and has over 16 years of experience in the investment fund industry.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Mid Cap .
-
- 11,808
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15.7%Fund Size - 11,808
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33.9%Fund Size - 11,808
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18.5%Fund Size - 11,808
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- Equity .
- Mid Cap .
-
- 17,349
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21.7%Fund Size - 17,349
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31.9%Fund Size - 17,349
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19.1%Fund Size - 17,349
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- Equity .
- Mid Cap .
-
- 2,315
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21.9%Fund Size - 2,315
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30.2%Fund Size - 2,315
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18.4%Fund Size - 2,315
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- Equity .
- Mid Cap .
-
- 8,606
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15.6%Fund Size - 8,606
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28.6%Fund Size - 8,606
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16.4%Fund Size - 8,606
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- Equity .
- Mid Cap .
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- 8,358
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16.8%Fund Size - 8,358
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28%Fund Size - 8,358
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12.5%Fund Size - 8,358
AMC Contact Details
More Funds from Kotak Mahindra Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Multi Cap .
-
- 110
-
19%Fund Size - 110
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29.8%Fund Size - 110
-
20.1%Fund Size - 110
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- Equity .
- Small Cap .
-
- 11,597
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17.7%Fund Size - 11,597
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39.2%Fund Size - 11,597
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22.4%Fund Size - 11,597
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- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
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14.5%Fund Size - 146
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14%Fund Size - 146
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- Debt .
- Fixed Maturity Plans .
-
- 802
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11.2%Fund Size - 802
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14.5%Fund Size - 802
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14%Fund Size - 802
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- Debt .
- Fixed Maturity Plans .
-
- 569
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11.2%Fund Size - 569
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14.5%Fund Size - 569
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14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Large Cap .
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- 654
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18.9%Fund Size - 654
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23.4%Fund Size - 654
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14.9%Fund Size - 654
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- Equity .
- Large Cap .
-
- 10,202
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10%Fund Size - 10,202
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19.8%Fund Size - 10,202
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14.4%Fund Size - 10,202
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- Equity .
- Large Cap .
-
- 15,583
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18.8%Fund Size - 15,583
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28.1%Fund Size - 15,583
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14.4%Fund Size - 15,583
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- Equity .
- Large Cap .
-
- 1,517
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11.1%Fund Size - 1,517
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20.1%Fund Size - 1,517
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13.9%Fund Size - 1,517
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- Equity .
- Large Cap .
-
- 757
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19.7%Fund Size - 757
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23%Fund Size - 757
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13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Kotak Emerging Equity Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Emerging Equity Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Emerging Equity Fund – Direct Growth ?
How to redeem Kotak Emerging Equity Fund – Direct Growth holding ?
What is the minimum sip amount of Kotak Emerging Equity Fund – Direct Growth?
What are the top sectors Kotak Emerging Equity Fund – Direct Growth has invested in?
- Industrial Products - 16.94%
- Consumer Durables - 13.51%
- Auto Components - 9.58%
- Banks - 7.6%
- Debt - 6.09%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Emerging Equity Fund – Direct Growth?
How much returns have Kotak Emerging Equity Fund – Direct Growth generated ?
What is the expense ratio of Kotak Emerging Equity Fund – Direct Growth ?
What is the AUM of Kotak Emerging Equity Fund – Direct Growth?
What are the top stock holdings of Kotak Emerging Equity Fund – Direct Growth?
- Supreme Inds. - 4.78%
- Cummins India - 3.68%
- Schaeffler India - 3.56%
- Persistent Sys - 2.88%
- SKF India - 2.87%
How can I redeem my investments in Kotak Emerging Equity Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Emerging Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.