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Kotak Emerging Equity Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.38 | 53.89 | 1.94 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.29 | 59.01 | 1.67 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Emerging Equity Fund | 39.60% | 23.39% | 22.09% |
| HDFC Mid-Cap Opportunities Fund | 34.62% | 27.47% | 22.10% |
| Nippon India Growth Fund | 38.25% | 25.62% | 19.79% |
| Axis Midcap Fund | 36.76% | 17.14% | 20.47% |
Price Comparison
Compare Kotak Emerging Equity Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Persistent Systems Ltd3M change : 0.42 %
Holdings
4.16 %
0.42 % - Oracle Financial Services Software Ltd3M change : 0.89 %
Holdings
3.51 %
0.89 % - Mphasis Ltd3M change : -0.02 %
Holdings
3.31 %
-0.02 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,70,812.52 Cr.
Fund Manager Profile
Atul Bhole
AUM: ₹57,233.51 Cr.
|
Exp: 7yrs
Qualification
B.Com, CA , MMS
Past Experience
Mr. Atul joined Tata Asset Management Limited in February 2007 as an Equity Research Analyst covering Technology, Telecom and Banking, Financial Services, Insurance (BFSI) sectors.
Funds Managed (4)
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Kotak Emerging Equity Fund
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4 years ago•Time To Invest
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%