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(%) 35.41 26.43 23.15 16.48
Average Rolling Returns(%) 24.46 21.98 18.66 17.63

The Current NAV of Kotak Emerging Equity Fund - Growth is ₹102.53.

You can consider SIP in Kotak Emerging Equity Fund - Growth 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 fund’s expense ratio is 1.49%

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 ₹39,027 Crores.

The Top three stocks are Supreme Industries, Persistent Systems and Cummins India and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 31% of fund’s portfolio respectively.

Top three sectors of Kotak Emerging Equity Fund - Growth 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 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 48.13 and PB ratio is 7.67

The asset allocation of Kotak Emerging Equity Fund - Growth is Stocks : 97.41%, Debt : 2.59% and Gold : 0%

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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