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

Kotak Emerging Equity Growth Direct Plan

NAV
₹125.6340
+0.74%
(14 May)
AUM
42,699 Cr
TER
0.38%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above 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
+70.5%
+56.1%
+54.4%
+52.6%
+49.1%
+42.7%
3Y
+33.5%
+37.3%
+29.7%
+29.1%
+24.8%
+25.2%
5Y
+36.3%
+29.2%
+27.2%
+26.1%
+24.0%
+26.2%
ALL
+20.2%
+24.3%
+19.2%
+21.7%
+18.5%
+21.4%
VOL
15.0%
17.5%
16.7%
15.7%
-
15.0%
TER
0.6%
0.6%
0.8%
0.8%
-
0.4%
AUM
₹6,920 Cr
₹8,987 Cr
₹26,822 Cr
₹60,418 Cr
-
₹42,699 Cr
INFO
1.35
1.39
1.15
1.39
-
1.43
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 30th Apr
Top holdings
Cummins India Ltd
4.5%
Solar Industries India Ltd
4.3%
Supreme Industries Ltd
4.3%
Schaeffler India Ltd
3.2%
Bharat Electronics Ltd
3.0%
Thermax Ltd
2.9%
Oberoi Realty Ltd
2.8%
Persistent Systems Ltd
2.8%
Power Finance Corp Ltd
2.6%
Ipca Laboratories Ltd
2.5%
Top industry exposure
Industrials
23.4%
Consumer Cyclical
19.4%
Basic Materials
17.5%
Financial Services
12.9%
Healthcare
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
16%
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
Arjun Khanna

FAQs