Kotak Emerging Equity Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 51.76 | 25.05 | 26.55 | 19.31 |
Average Rolling Returns(%) | 25.39 | 22.12 | 18.90 | 17.63 |
The Current NAV of Kotak Emerging Equity Fund - Growth is ₹131.34.
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 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
The AUM of Kotak Emerging Equity Fund - Growth is currently ₹49,023 Crores.
The Top three stocks are Supreme Industries, Schaeffler India and Persistent Systems and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 30% of fund’s portfolio respectively.
Top three sectors of Kotak Emerging Equity Fund - Growth fund are Auto, BFSI and Chemicals accounting for 47% 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 58.25 and PB ratio is 9.56
The asset allocation of Kotak Emerging Equity Fund - Growth is Stocks : 97.19%, Debt : 2.61% and Gold : 0.20%
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