FAQ : Kotak Emerging Equity Fund - Growth - Direct Plan

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 42.34 23.67 23.14 18.41
Average Rolling Returns(%) 26.38 22.24 18.79 22.01

The Current NAV of Kotak Emerging Equity Fund - Growth - Direct Plan is ₹122.31.

You can consider SIP in Kotak Emerging Equity Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.

Kotak Emerging Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.37%

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 - Direct Plan is currently ₹39,685 Crores.

The Top three stocks are Solar Industries, Cummins India and Supreme Industries and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% of fund’s portfolio respectively.

Top three sectors of Kotak Emerging Equity Fund - Growth - Direct Plan fund are Auto, Chemicals and BFSI accounting for 48% 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 - Direct Plan Fund is Equity - Mid Cap Fund.

Pankaj Tibrewal manages the Kotak Emerging Equity Fund - Growth - Direct Plan Fund.

Kotak Emerging Equity Fund - Growth - Direct Plan current PE ratio is 48.63 and PB ratio is 8.25

The asset allocation of Kotak Emerging Equity Fund - Growth - Direct Plan is Stocks : 96.79%, Debt : 3.16% and Gold : 0%

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

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

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