It is a mid cap fund -
It has 95.51% investment in indian stocks of which 5.69% is in large cap stocks, 60.87% is in mid cap stocks, 25.67% in small cap stocks.
Suitable For :
Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.
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.
NAV : ₹ 70.695 0.58%
(as on 30th September, 2021)
Fund Size- ₹ 15,709 Crores.
Minimum SIP amount- 1000
Portfolio Turnover Ratio : 8.80%
Portfolio Analysis
TOP 10 STOCKS HOLDING IN PORTFOLIO (as on 31st Aug,2021)
THE FUND MANAGER-
Pankaj Tibrewal, Executive Vice-President and Fund Manager, Equity, at Kotak Mahindra Mutual Fund. Pankaj Tibrewal, 42, began his career as a credit analyst two decades ago. Today, he manages equity funds that have delivered strong performances, both in the recent past and over longer periods.
Exit load-
Kotak Emerging Equity – Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Tax Rate -
If Sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%.
