Kotak Emerging Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Emerging Equity Growth Direct Plan

NAV
₹128.0470
-1.60%
(27 Feb)
AUM
49,092 Cr
TER
0.44%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.3%
+11.8%
+10.4%
+7.9%
+5.8%
+2.9%
3Y
+29.7%
+23.6%
+19.8%
+23.1%
+25.2%
+18.5%
5Y
+27.7%
+26.2%
+22.9%
+24.6%
+25.1%
+21.5%
ALL
+23.7%
+21.6%
+20.2%
+18.2%
+20.6%
+17.6%
VOL
17.7%
16.9%
15.3%
16.9%
15.8%
-
TER
0.7%
0.4%
0.4%
0.8%
0.8%
-
AUM
₹24,488 Cr
₹8,268 Cr
₹49,092 Cr
₹33,033 Cr
₹73,510 Cr
-
INFO
1.34
1.28
1.32
1.08
1.31
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Emerging Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Mphasis Ltd
3.4%
Triparty Repo
3.3%
Ipca Laboratories Ltd
3.2%
Fortis Healthcare Ltd
3.2%
Oberoi Realty Ltd
3.0%
Oracle Financial Services Software Ltd
2.8%
Coromandel International Ltd
2.8%
Persistent Systems Ltd
2.6%
JK Cement Ltd
2.5%
Wipro Ltd
2.3%
Top industry exposure
Industrials
18.3%
Technology
16.2%
Basic Materials
15.2%
Consumer Cyclical
14.4%
Financial Services
11.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
47%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments, as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Atul Bhole

FAQs