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kotak emerging equity scheme growth
Kotak Emerging Equity Scheme Growth

Kotak Emerging Equity Scheme Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jul 3, 2025
i
Price per unit of the scheme.
136.85300.26%1 Day Change
5.62%
Minimum Investment₹100
Expense Ratio1.54%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Kotak Emerging Equity Scheme Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Kotak Emerging Equity Scheme Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Pankaj Tibrewal
    Pankaj Tibrewal
    i
    Lead Fund Manager.
    Jun 21, 2010 - Present
    • Fund Manager Rank20Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed4
    • Total AUM80,935.60 Cr
    • Highest Return In 1 Yr9.70 %
    Other Funds
    • table
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    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 313.32
    3.47%
    4.06%
    Very High Risk
    17,329.27Cr
    ₹ 73.60
    3.64%
    2.60%
    Very High Risk
    7,413.46Cr
    --
    ₹ 16.99
    3.27%
    -%
    Very High Risk
    2,728.93Cr
    Kotak Small Cap Direct Growth
    Very High Risk
    • NAV₹ 313.32
    • Fund Size17,329.27Cr
    Fund Return3.47%
    Category Return4.06%
    Kotak Equity Hybrid Direct Growth
    Very High Risk
    • NAV₹ 73.60
    • Fund Size7,413.46Cr
    Fund Return3.64%
    Category Return2.60%
    Kotak Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.99
    • Fund Size2,728.93Cr
    Fund Return3.27%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Arjun Khanna
    Arjun Khanna
    i
    Lead Fund Manager.
    Apr 30, 2022 - Present
    • Schemes managed21
    • Total AUM2,31,298.41 Cr
    • Highest Return In 1 Yr19.08 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 313.32
    3.47%
    4.06%
    Very High Risk
    17,329.27Cr
    ₹ 73.60
    3.64%
    2.60%
    Very High Risk
    7,413.46Cr
    --
    ₹ 16.22
    3.32%
    2.64%
    Very High Risk
    1,212.57Cr
    Kotak Small Cap Direct Growth
    Very High Risk
    • NAV₹ 313.32
    • Fund Size17,329.27Cr
    Fund Return3.47%
    Category Return4.06%
    Kotak Equity Hybrid Direct Growth
    Very High Risk
    • NAV₹ 73.60
    • Fund Size7,413.46Cr
    Fund Return3.64%
    Category Return2.60%
    Kotak Banking & Financial Services Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.22
    • Fund Size1,212.57Cr
    Fund Return3.32%
    Category Return2.64%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Harsha Upadhyaya
    Harsha Upadhyaya
    i
    Lead Fund Manager.
    Oct 20, 2023 - Present
    • Schemes managed12
    • Total AUM1,98,918.08 Cr
    • Highest Return In 1 Yr8.18 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 137.40
    3.78%
    3.35%
    Very High Risk
    6,266.40Cr
    ₹ 395.19
    4.10%
    3.77%
    Very High Risk
    27,046.44Cr
    ₹ 97.61
    4.13%
    3.64%
    Very High Risk
    52,532.92Cr
    Kotak Tax Saver-Scheme-Growth - Direct
    Very High Risk
    • NAV₹ 137.40
    • Fund Size6,266.40Cr
    Fund Return3.78%
    Category Return3.35%
    Kotak Equity Opportunities Direct Growth
    Very High Risk
    • NAV₹ 395.19
    • Fund Size27,046.44Cr
    Fund Return4.10%
    Category Return3.77%
    Kotak Flexicap Fund Direct Growth
    Very High Risk
    • NAV₹ 97.61
    • Fund Size52,532.92Cr
    Fund Return4.13%
    Category Return3.64%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Atul Bhole
    Atul Bhole
    i
    Lead Fund Manager.
    Jan 22, 2024 - Present
    • Schemes managed4
    • Total AUM75,378.32 Cr
    • Highest Return In 1 Yr9.94 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 31.48
    0.71%
    2.16%
    Moderately High risk
    3,396.57Cr
    ₹ 405.45
    1.50%
    2.60%
    Very High Risk
    11,104.36Cr
    ₹ 73.60
    3.64%
    2.60%
    Very High Risk
    7,413.46Cr
    DSP Dynamic Asset Allocation Fund Direct Growth
    Moderately High risk
    • NAV₹ 31.48
    • Fund Size3,396.57Cr
    Fund Return0.71%
    Category Return2.16%
    DSP Equity & Bond Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 405.45
    • Fund Size11,104.36Cr
    Fund Return1.50%
    Category Return2.60%
    Kotak Equity Hybrid Direct Growth
    Very High Risk
    • NAV₹ 73.60
    • Fund Size7,413.46Cr
    Fund Return3.64%
    Category Return2.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (94.04%)
    DEBT (-%)
    CASH (5.96%)
    Allocation by Market Cap
    Large Cap(12.68%)
    Mid Cap(67.45%)
    Small Cap(13.91%)
    Industry Holdings
    • Auto Parts10.68%
    • Information Technology Services10.10%
    • Medical Care7.44%
    • Electrical Equipment Parts5.05%
    • Agricultural Inputs4.76%
    • Drug Manufacturers Specialty Generic4.56%
    Stock Holdings
    • Solar Industries India Ltd3.33%
    • Fortis Healthcare Ltd3.27%
    • Ipca Laboratories Ltd3.03%
    • Mphasis Ltd2.99%
    • GE Vernova T&D India Ltd2.97%
    • Dixon Technologies (India) Ltd2.65%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.16
      This Fund
      VS
      -0.12
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      86.66
      This Fund
      VS
      90.49
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.88
      This Fund
      VS
      0.92
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.22
      This Fund
      VS
      1.23
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.04
      This Fund
      VS
      2.14
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.94
      This Fund
      VS
      16.24
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Kotak Mahindra Asset Management Co Ltd
    Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 5,38,849.96 crores. It’s current offering of mutual fund schemes includes 46 equity, 55 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 61152100
    mail icon
    Email
    fundaccops@kotakmutual.com
    aum
    AUM
    5,38,849.96 Cr (
    As on May 31, 2025
    )
    location
    Address
    2nd Floor, 12-BKC, Plot No C-12 Mumbai,400 051

    bt_logoFAQ's

    What is the category of Kotak Emerging Equity Scheme Growth ?
    The category of Kotak Emerging Equity Scheme Growth is Equity - Mid-Cap
    What is the current NAV of Kotak Emerging Equity Scheme Growth ?
    The current NAV of Kotak Emerging Equity Scheme Growth as on Jul 03, 2025 is ₹136.85
    How safe is Kotak Emerging Equity Scheme Growth ?
    The risk level of Kotak Emerging Equity Scheme Growth is Very High.
    What are short term returns given by Kotak Emerging Equity Scheme Growth ?
    The return given by Kotak Emerging Equity Scheme Growth in 1 month is 5.62%, 3 months is 16.96%, 6 months is 0.94%, and 1 year is 5.65%
    What are the long term returns given by Kotak Emerging Equity Scheme Growth ?
    The return given by Kotak Emerging Equity Scheme Growth in 3 years is 27.67% and 5 years is 30.54%.
    What is the expense ratio of Kotak Emerging Equity Scheme Growth ?
    The expense ratio of Kotak Emerging Equity Scheme Growth is 1.54%
    What is the AUM of Kotak Emerging Equity Scheme Growth ?
    The assets under Management (AUM) of Kotak Emerging Equity Scheme Growth is Rs 53,463.94 crores.
    What is the minimum investment in Kotak Emerging Equity Scheme Growth ?
    The minimum Lumpsum investment in Kotak Emerging Equity Scheme Growth is ₹100.00 and the minimum SIP investment in Kotak Emerging Equity Scheme Growth is ₹100.00
    What is the asset allocation of Kotak Emerging Equity Scheme Growth?
    Kotak Emerging Equity Scheme Growth has an exposure of 94.04% in Equity and 5.96% in Cash & Money Market Securities