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Kotak Emerging Equity Scheme - Growth

Fund House:
Kotak Mahindra Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
30-03-2007
ISIN Number:
INF174K01DS9
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
52044.9
Nav (20-12-2024)
133.462
CAGR Since Inception:
15.73
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
1.42 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Atul Bhole, Arjun Khanna:
Scheme Objective
The scheme aims to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Kotak Emerging Equity Scheme - Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 15.73% 13.95% 21.06%
1 Year 36.96% 12.84% 32.91%
3 Year 24.34% 13.73% 23.47%
5 Year 27.32% 15.28% 26.40%
10 Year 18.82% 12.46% 17.10%
Nav / Index Value as on2024-12-22 52,044.90% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Mutual Funds 0.2
Cash & Cash Equivalents 4.21
Equity 95.7
Company Holding
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED 3.67
MPHASIS LIMITED 3.33
FORTIS HEALTHCARE LIMITED. 3.13
OBEROI REALTY LIMITED 3.09
IPCA LABORATORIES LIMITED 2.84
COROMANDEL INTERNATIONAL LIMITED 2.6
THE SUPREME INDUSTRIES LIMITED 2.31
DIXON TECHNOLOGIES (INDIA) LIMITED 2.29
SOLAR INDUSTRIES INDIA LIMITED 2.27
POWER FINANCE CORPORATION LTD. 2.12
FAQ's of Kotak Emerging Equity Scheme - Growth
How do I use the SIP Calculator to calculate Kotak Mahindra Mutual Fund ?

To calculate the Kotak Mahindra Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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