Should You Invest In Kotak Emerging Equity Fund - Regular Plan?
Should you invest in a mutual fund scheme that predominantly invests in mid-cap companies? To answer this question, let’s take a look at some facts and figures on Kotak Emerging Equity Fund.
November 8, 2024
Schedule a call based on your convenience. And get an expert to help you invest.
Should you invest in a mutual fund scheme that predominantly invests in mid-cap companies? For starters, it’s good to know your investment goals and risk profile before investing in any scheme.
So let’s take a look at some facts and figures on Kotak Emerging Equity Fund.
What Is Kotak Emerging Equity Fund - Regular Plan?
Kotak Emerging Equity Fund is an equity fund that focuses its investments on mid-cap companies. It chooses companies that are underrated or undervalued but have the potential to grow in the future.
Sector-wise, Kotak Emerging Equity Fund allocates a major chunk of its available capital in industrial manufacturing, consumer goods, and financial services.
Kotak Emerging Equity Fund Information
Mutual Fund Name
Kotak Emerging Equity Fund
Category
Equity Mid Cap Scheme
Date of Inception
30-Mar-2007
Returns Since Inception
14.71%
NAV
₹73.78
Benchmark Index
NIFTY 50 – TRI
Minimum Investment Amount in Cube
₹5,000
Expense Ratio
1.82%
AUM
₹16,318 Cr
52-Week NAV High
₹58.68
52-Week NAV Low
₹29.51
Kotak Emerging Equity Fund Portfolio
Company Name
Ticker
Supreme Industries
SUPREMEIND
Coromandel International
COROMANDEL
Ramco Cements
RAMCOCEM
Sheela Foam
SFL
Schaeffler India
SCHAEFFLER
P I Industries
PIIND
Kajaria Ceramics
KAJARIACER
Primary Investment Objective
The Kotak Emerging Equity Fund scheme invests majorly in mid-sized companies. It has a diversified portfolio of equity and equity related securities, along with debt and money market instruments.
The objective of the fund is to maximise long-term capital appreciation. However, the achievement of this aim is not guaranteed. Confused about all the mutual fund jargon? We’ve simplified it. Read it here.
About Kotak Emerging Equity Fund Team
Kotak Emerging Equity Fund Team is managed by Pankaj Tibrewal. He has close to 15 years of experience in the mutual funds industry. He has managed several debt & equity schemes in the past.
Mr Tibrewal is a B.Com graduate from St. Xavier's College, Calcutta; and has a Masters degree in Finance from Manchester University, UK.
Kotak Emerging Equity Fund is a moderately high-risk option that has the potential to deliver potentially high capital growth over 5+ years.
Since this fund primarily invests in mid-cap companies which can be comparatively volatile in the short term, it would be advisable to consult an expert and invest according to your risk profile and investment goals.
on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!
Thanks For Subscribing!
We'll send you interesting emails about exciting investment options.
Oops! Something went wrong while submitting the form.