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Kotak Emerging Equity Scheme Direct growth
Equity • Mid Cap • Direct growth
Top rated fund from 201 Mid-Cap
More top rated funds
Fund Info
Equity
Mid Cap
Direct growth
Launched On
01 Jan 2013
12.4 years ago
Lock-in Period
No lock-in
NAV
as of 08 May 2025
₹138.72
-1.3385% (-1.80)
AUM
₹48,129 Cr
Expense ratio
0.44%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Industrials
Basic Materials
Technology
Healthcare
Fund Managers
Atul Bhole
Experience: 1.28 yrs • Total AUM: 3,29,542 Cr
CAGR
₹1,000 invested for 5 years
Distribution
Asset split
Equity98.94%
Cash1.06%
Debt0.00%
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,04,597 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
30.81%
Expense ratio
0.64%
Returns vs category
N/A
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
26.54%
Expense ratio
0.65%
Returns vs category
N/A
Risk vs category
Nippon India Growth Fund
Equity • Mid Cap • Direct Growth3Y CAGR
25.92%
Expense ratio
0.8%
Returns vs category
N/A
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
19.25%
Expense ratio
0.55%
Returns vs category
N/A
Risk vs category
SBI Magnum Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
19.09%
Expense ratio
0.83%
Returns vs category
N/A
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.