Kotak Emerging Equity Scheme Growth
Medium
Risk
Equity
Mid Cap Fund
+
21.22
%
21.22
%
3Y annualised
+
0.35
%
0.35
%
1D
1M
6M
1Y
3Y
All
Fund size
39738
NAV:
Mar 7, 2024
103.107
Sector
Tech
Type
Equity
Launched
Mar 2007
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Cummins India Ltd
4.04
%
Persistent Systems Ltd
3.83
%
Supreme Industries Ltd
3.8
%
Solar Industries India Ltd
3.49
%
Bharat Electronics Ltd
2.84
%
Oberoi Realty Ltd
2.71
%
Schaeffler India Ltd
2.71
%
JK Cement Ltd
2.63
%
Thermax Ltd
2.6
%
PI Industries Ltd
2.49
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Emerging Equity Scheme Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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