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

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

136.352 (-0.232%)

NAV on March 28, 2025

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 43,941 cr

Turnover Ratio 9.06%

Expense Ratio 0.45%

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

Returns

1M: 8.72%
1Y: 16.52%
3M: -11.56%
3Y: 20.47%
6M: -13.31%
5Y: 33.53%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 12.08%

Industrial 17.33%

Technology 15.89%

Basic Materials 15.05%

Consumer Cyclical 16.25%

Utilities Services 0.68%

Healthcare Services 13.39%

Energy Services 2.89%

Communication Services 2.22%

Consumer Defensive 1.44%

Real Estate 2.78%

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.

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Top Rated
Top Performing

Top Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	183.150	19.98%	5,247 cr	0.65%	Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	104.487	19.18%	7,729 cr	0.41%	Average
Motilal Oswal Midcap Direct Growth	105.799	18.16%	23,704 cr	0.68%	High
Kotak Emerging Equity Scheme Direct Growth	136.352	16.52%	43,941 cr	0.45%	Below Average
Mahindra Manulife Mid Cap Fund Direct Growth	34.101	11.40%	3,067 cr	0.49%	Average
Quant Mid Cap Fund Growth Option Direct Plan	227.720	-2.36%	7,616 cr	0.62%	High
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	190.726	11.36%	67,579 cr	0.83%	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
Invesco India Mid Cap Fund Direct Plan Growth Option	183.150	19.98%	5,247 cr	0.65%	Average
Motilal Oswal Midcap Direct Growth	105.799	18.16%	23,704 cr	0.68%	High
Franklin India Prima Fund Direct Growth	2813.590	16.98%	10,594 cr	1.02%	Below Average
Kotak Emerging Equity Scheme Direct Growth	136.352	16.52%	43,941 cr	0.45%	Below Average
Nippon India Growth Fund - Direct Plan - Growth	4055.302	14.67%	30,276 cr	0.8%	Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	190.726	11.36%	67,579 cr	0.83%	Below Average