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(%) 34.74 21.68 23.05 16.64
Average Rolling Returns(%) 24.58 22.03 18.70 17.62

The Current NAV of Kotak Emerging Equity Fund - Growth is ₹102.50.

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 1.48%

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 ₹39,738 Crores.

The Top three stocks are Cummins India, Persistent Systems and Supreme Industries 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 46.94 and PB ratio is 7.72

The asset allocation of Kotak Emerging Equity Fund - Growth is Stocks : 97.33%, Debt : 2.67% 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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.