Kotak Emerging Equity Fund Direct - Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Pankaj Tibrewal.It has an AUM of ₹9,016.03 Crores and the latest NAV decalared is ₹56.892 as on 22 Jan 2021 at 3:58 am. Tax Implications If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Kotak Emerging Equity Scheme Direct Growth factsheet. At the same time, these investors should also be ready for possibility of moderate losses in their investments. Learn about Kotak Emerging Equity Scheme (Growth) mutual fund and invest with Scripbox. This number represents how much money has been invested in these funds. Nifty Midcap 100 TRI Kotak Emerging Equity Fund Direct - Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Pankaj Tibrewal.It has an AUM of ₹9,016.03 Crores and the latest NAV decalared is ₹56.892 as on 22 Jan 2021 at 3:58 am. Mr. Pankaj Tirewal manages schemes such as Kotak Emerging Equity, Kotak Small cap, and Kotak Equity Hybrid fund at Kotak AMC. in this video I am talking about Kotak Emerging Equity Mutual fund with Investment Option and Fund detail as well as should You invest in Kotak … (I.e. Launched on March 30th, 2007, this scheme by Kotak Mutual Fund is a consistent performer which is a result of a robust risk management system that it follows and the stable returns that it has been … Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. N.A stands for data not available. Find all latest information on Kotak Emerging Equity Scheme Growth Option Mutual Fund . It has overtaken its benchmark and the accompanying other projects in almost all periods. It has excellent midcap stocks in its portfolio. call me for more details at 9833778887 (mutual fund distributor) Performance charts for Kotak Emerging Equity Fund (KOEMEDG) including intraday, historical and comparison charts, technical analysis and trend lines. Kotak Emerging Equity Scheme: Investment strategy. It is a fund with Moderately High risk and has given a CAGR return of 12.6% since its launch. You will see 5 scale risk meter with one scale selected. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Kotak Emerging Equity Scheme has created a different place among all midcap schemes. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. You can add only funds from same category for comparison. Benchmark : Kotak Emerging Equity Fund invests in equity and equity based securities with a motive of generating long term capital appreciation for investors. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. These companies are either at their nascent or developing stage and are under researched. `. There are many reputed funds with track record and credibility? Alpha indicates how fund generated additional returns compared to a benchmark. Mid Cap Fund :Mid Cap Fund : Fund has 99.32% investment in indian stocks of which 5.43% is in large cap stocks, 65.12% is in mid cap stocks, 25.58% in small cap stocks. If number of stars are higher then relative performance was better. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Return for 2020 was 21.9%, 2019 was 8.9% and 2018 was -11.7%. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. The scheme may also invest in Debt and Money Market Instruments, as per the asset … These mutual funds select stocks for investment from the mid cap category – stocks ranked between 100 to 250 by size (market capitalization).Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . If you had invested` If left most green scale is selected, then there is very less risk of negative returns on your investment. Critical Parameters Everyone of us wants to create wealth by investing in top funds. Source: AMFI website, PPF, RBI and MCX Kotak Emerging Equity Plan(G) - Portfolio Analysis. All rights reserved. Copyright 2021 Kotak Asset Management. Kotak Emerging Equity Scheme Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Nifty 14,433.70-161.9. He is managing the Kotak Emerging Equity Fund since May 2010 and prior to joining Kotak AMC he has worked with Principal Asset Management Company as Fund Manager. Kotak Emerging Equity Fund - Direct Plan: Check Kotak Emerging Equity Fund - Direct Plan Review on The Economic Times. These schemes are offered by … With Effect from 25th May 2018, the Benchmark is changed to Nifty Midcap 100 TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Different plans have different expense structure. Find out Kotak Emerging Equity Fund Regular Plan asset allocation, Kotak Emerging Equity Fund Regular Plan NAV range, Kotak Emerging Equity Fund Regular Plan performance, returns and more. Mr. Pankaj Tibrewal has been managing the fund since 27/05/2010. every month from Amount : Start : End : Amount : Period : Start : End : Period Data as on - 02-09-2020. | Kotak Emerging Equities Scheme is a mid-cap scheme and Kotak Small Cap Fund belongs to the small-cap category of Equity Funds. NSE Gainer-Large Cap . Launched on March 30th, 2007, this scheme by Kotak Mutual Fund is a consistent performer which is a result of a robust risk management system that it follows and the stable returns that it has been generating throughout. Nav movement shows Nav and Index price of Kotak Emerging Equity Fund since inception. Below is the key information for Kotak Emerging Equity Scheme The merger will go into effect on 26th February. Different plans have different expense structure. Last Dividend was in 2016.... waiting now Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Category average turnover ratio is 83.17%. Invest online in Kotak Emerging Equity Fund(D) with FundsIndia. The Scheme's returns have been 9 per cent in the last three years. About Kotak Emerging Equity Fund. Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. - %CAGR . Investment Objective. Higher the value means, fund has been able to give better returns for the amount of risk taken. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? If you hold a demat account through any other broker than the ones If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. The fund manager name is Pankaj Tibrewal. The Fund's objective is to generate long-term capital appreciation. As with any investment in securities, the NAV of the units issued under the schemes can go up or down depending on various factors and forces affecting capital markets. The fund was started as a mid cap and small cap fund benchmarked to BSE MidSmallCap Index and due to the SEBI categorization rules had to become a more pre-dominant midcap scheme with NIfty Midcap 100 TRI as the benchmark. The data of the last working day has been considered for the calculation of performance. The investment objective of the scheme is to generate long term capital appreciation from a portfolio of equity … Scheme Inception date is 30/03/2007. Within 1 Year - 1%. Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI), Scheme Inception : - March 30, 2007. FD. Company: Morningstar India Private Limited; Regd. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Disclaimer. Scheme Inception : - March 30, 2007. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Copyright © e-Eighteen.com Ltd. All rights reserved. Past performance may or may not be sustained in the future. 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