Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme is managed by Pankaj Tibrewal & Emmanuel Elango. The fund’s performance has been unimpressive. New investors can skip this fund for better funds from the same category.

Where does Kotak Emerging Equity Scheme invest your money ?

Kotak Emerging Equity Scheme is a mid and small capfund which means most of your money will be invested in stocks of small and mid companies. About 30.66% of the fund’s money is allocated to stocks of mid size companies, 66% to stocks of small size companies and just about 3.25% to those of large companies. Mid size stocks can give kicker returns as they turn into large stocks but this happens not so frequently.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Kotak Emerging Equity Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Mar 2007, your value of investments would be around Rs 1.22 lakhs. If you had invested Rs 1 lakh for 5 years your value of investments would sadly be around Rs 1.04 lakhs The performance has not been better or similar to other mid cap mutual funds. The fund has been giving around close to 3.35% returns to those who have stayed invested for 5 years.

Assume you had invested Rs 10,000 every month in Kotak Emerging Equity Scheme through SIP for the past 5 years today you would have around Rs 7.70lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Kotak Emerging Equity Scheme is 2.89%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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