Item: Kotak Emerging Equity Scheme Direct Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Emerging Equity Scheme Direct Growth

138.958 (0.171%)

NAV on May 09, 2025

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 48,129 cr

Turnover Ratio 9.06%

Expense Ratio 0.44%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 8.14%
1Y: 12.43%
3M: -2.19%
3Y: 21.95%
6M: -7.99%
5Y: 32.23%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 12.32%

Industrial 16.8%

Technology 14.83%

Basic Materials 15.39%

Consumer Cyclical 16.92%

Utilities Services 0.7%

Healthcare Services 13.57%

Energy Services 3.07%

Communication Services 2.24%

Consumer Defensive 1.41%

Real Estate 2.75%

INVESTMENT 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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Midcap Direct Growth	108.790	19.29%	27,780 cr	0.64%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	106.858	18.84%	8,634 cr	0.39%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	185.730	18.47%	10,602 cr	0.65%	Average
Kotak Emerging Equity Scheme Direct Growth	138.958	12.43%	48,129 cr	0.44%	Average
Mahindra Manulife Mid Cap Fund Direct Growth	34.617	8.33%	3,553 cr	0.48%	Average
Quant Mid Cap Fund Growth Option Direct Plan	231.159	-5.24%	8,776 cr	0.64%	High
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	193.533	11.04%	72,610 cr	0.89%	Below Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average
Motilal Oswal Midcap Direct Growth	108.790	19.29%	27,780 cr	0.64%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	106.858	18.84%	8,634 cr	0.39%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	185.730	18.47%	10,602 cr	0.65%	Average
Franklin India Prima Fund Direct Growth	2862.296	14.15%	11,443 cr	1.06%	Below Average
Nippon India Growth Fund - Direct Plan - Growth	4117.450	11.63%	33,175 cr	0.8%	Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	193.533	11.04%	72,610 cr	0.89%	Below Average