Kotak Emerging Equity Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 117.122   0.942(0.811 %) NAV as on 22 Feb 2024
Prime Rating: 4 
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Fund type:
AUM (in crores):
₹ 39,027.24
Fund category:
Mid Cap Fund
Fund manager(s):
Atul Bhole
Nifty Midcap 150 - TRI
Minimum investment:
₹ 100
Launch date:
01 Jan 2013
Min. additional investment:
₹ 100
Expense ratio:
0.38 %
Exit load:
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y

Scheme 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.

Performance (As on 22 Feb 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme15.94 % 37.12 % 24.47 %25.45 % 21.06 %
Nifty Midcap 15025.11 % 57.80 % 27.95 %25.00 % N/A


Top 10 stock holdings
Allocation (%)
Supreme Industries Limited
Persistent Systems Limited
Cummins India Ltd.
Solar Industries India Limited
Schaeffler India Ltd
Oberoi Realty Limited
Bharat Electronics Ltd.
JK Cement Ltd.
Bharat Forge Ltd.
Sundaram Finance Ltd.

About this category

Mid-cap funds invest in stocks from the 101st to the 250th in terms of market capitalisation. As they invest in stocks of smaller companies, they tend to be volatile but can deliver very strong returns during market uptrends. The Nifty Midcap 100, Nifty Midcap 150 or the BSE Midcap can be used as benchmarks to measure performance.


Midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years. Higher risk investors with longer timeframes can allocate more to these funds.


Short-term: Holding period is less than 12 months.

Taxation: Capital gains are taxed at 15%

Long-term: Holding period is 12 months or more.

Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.

How are mutual funds taxed?

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