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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

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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.

Competition

Summary

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.



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Priya Bansal
Curious about personal finance and all things money. Can either find me reading a book or dancing to a tune.

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