Kotak Emerging Equity Fund Direct-Growth is an equity mutual fund scheme offered by Kotak Mahindra Mutual Fund. It has an AUM of ₹52,626.72 crores and the current NAV is ₹148.644 as of October 26, 2024.
The return performance of the Kotak Emerging Equity Fund is 45.72% in the last year, 89.94% in the previous three years and 957.81% since its debut.
Kotak Emerging Equity Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -5.07% | -6.69% |
| 3 months | -1.23% | -1.48% |
| 6 months | 20.14% | 14.85% |
| 1 year | 45.72% | 48.59% |
| 3 years | 23.22% | 22.01% |
| 5 years | 28.83% | 27.89% |
| 10 years | 21.27% | 19.09% |
Kotak Emerging Equity Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Persistent Systems Ltd.
|
Technology | Equity | 4.06% |
|
Oracle Financial Services Software Ltd.
|
Technology | Equity | 3.55% |
|
Mphasis Ltd.
|
Technology | Equity | 3.33% |
|
Fortis Healthcare Ltd.
|
Healthcare | Equity | 2.89% |
|
Oberoi Realty Ltd.
|
Construction | Equity | 2.88% |
Sector Allocation in Kotak Emerging Equity Fund
| Sector | Percentage | Amount (₹ Cr) |
|---|---|---|
| Capital Goods | 14.21% | 7,478.26 |
| Technology | 14.04% | 7,388.79 |
| Financial | 11.74% | 6,178.38 |
| Chemicals | 9.57% | 5,036.38 |
| Healthcare | 9.29% | 4,889.02 |
| Others | 41.15% | 21,655.89 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
