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

Kotak Emerging Equity Growth Direct Plan

NAV
₹154.1780
+0.07%
(27 Dec)
AUM
52,049 Cr
TER
0.36%
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
+56.7%
+41.0%
+35.8%
+30.1%
+29.7%
+29.1%
3Y
+36.8%
+27.8%
+25.1%
+29.4%
+23.0%
+27.6%
5Y
+34.6%
+32.1%
+28.8%
+29.6%
+26.7%
+29.9%
ALL
+26.4%
+23.6%
+22.2%
+22.2%
+18.9%
+19.9%
VOL
17.5%
16.8%
15.1%
15.7%
-
16.8%
TER
0.5%
0.4%
0.4%
0.8%
-
0.8%
AUM
₹22,898 Cr
₹8,280 Cr
₹52,049 Cr
₹76,061 Cr
-
₹34,584 Cr
INFO
1.51
1.41
1.47
1.41
-
1.18
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 Oct
Top holdings
Persistent Systems Ltd
4.2%
Triparty Repo
3.5%
Oracle Financial Services Software Ltd
3.5%
Mphasis Ltd
3.3%
Oberoi Realty Ltd
3.1%
Fortis Healthcare Ltd
3.1%
Ipca Laboratories Ltd
3.0%
Coromandel International Ltd
2.5%
PI Industries Ltd
2.4%
Solar Industries India Ltd
2.2%
Top industry exposure
Technology
17.3%
Basic Materials
16.5%
Industrials
16.4%
Consumer Cyclical
14.7%
Financial Services
12.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
46%
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