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INVESTMENTS
EquityMid Cap FundGrowth
Kotak Emerging Equity Scheme Growth Direct
3.5
39.55%Fund
3 years
return1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹82.83
1D Returns -0.76%
₹100
Minimum SIP investment
₹100
Minimum one time investment
Lock-in:
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
Select Amount
₹
5000
Select Duration
5 Y
1Y30Y
When you invest ₹5000 every month for the next 5 years
Your Investment
₹300000
Gain
213.30%
₹639912
Maturity Amount
₹939912
Basic Information
Asset Under Management
₹23962.94 Cr.
Expense Ratio
0.49% (inclusive of GST)
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Risk Involved
Your principal will be at
Very High risk
Ratings
3.5
Ratings By Other Agencies
Value Research
4
Crisil
4
Morning Star
4
Fund Manager
PT
Pankaj Tibrewal
Fund Manager since Aug 2008
Fund Holdings
Top Holding | Allocation |
|---|---|
TREPS | 7.68 % |
Supreme Inds. | 4.61 % |
Schaeffler India | 4.12 % |
Cummins India | 3.81 % |
Persistent Sys | 3.68 % |
Others | 76.10 % |
Similar Funds
Funds | ARQ Rating | 3Y Return |
|---|---|---|
4 | 49.04% | |
5 | 48.29% | |
1.5 | 28.86% |
Other Funds by Kotak Mahindra Mutual Fund
Funds | 3Y Return |
|---|---|
| 48.64% |
OtherFoFs Domestic
| 29.64% |
| 39.55% |
Your Investment Pad
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