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Should You Invest In Kotak Emerging Equity Fund - Regular Plan?

Should you invest in a mutual fund scheme that predominantly invests in mid-cap companies? To answer this question, let’s take a look at some facts and figures on Kotak Emerging Equity Fund.
September 23, 2020

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Should you invest in a mutual fund scheme that predominantly invests in mid-cap companies? For starters, it’s good to know your investment goals and risk profile before investing in any scheme. 


So let’s take a look at some facts and figures on Kotak Emerging Equity Fund. To understand if this can be the right investment for you, we recommend you Speak To A Cube Wealth Coach to get the best guidance.


What Is Kotak Emerging Equity Fund - Regular Plan?


Kotak Emerging Equity Fund - Regular Plan is a moderately high-risk investment with potential long-term capital appreciation.


Kotak Emerging Equity Fund Team specializes in investing in midcap companies that have the potential to deliver capital growth for the long term. These companies are still developing and currently under-researched.  


This fund has a historical return of 10.83% since inception has performed close to the scheme benchmark. 


Check out this video to know why you should invest using Cube


Ideal for: 3+ year timeline. Greater returns.

Competition

  • Axis Small Cap Fund
  • Motilal Oswal Midcap 30 Fund
  • ICICI Prudential Smallcap Fund 
  • Kotak Small Cap Fund

Cube Wealth Strongly Suggests That Investors Consult A Wealth Coach Before Making Any Investments.


Read more about why you need a Mutual Fund Advisor

 

Mutual Fund Name

Kotak Emerging Equity Fund

Category

Equity & Equity related scheme

3-year returns

2.24%

5-year returns

9.29%

Date of Inception

30/03/2007

Kotak Emerging Equity Fund NAV 

₹40.037

Benchmark Index

NIFTY Midcap 100 TRI

Minimum Investment Amount in Cube

₹10,000

Expense Ratio

1.86%

Note: All facts and figures are updated as of 22/09/2020. While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

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About Kotak Emerging Equity Fund

Mr. Pankaj Tibrewal has been managing the fund since the 27th of May 2010 and brings a wealth of experience from his previous role as a Fund Manager at Principal Asset Management.

Kotak Emerging Equity Fund - Regular Plan - is an Equity and Equity Related Mutual Fund Scheme that was launched on the 30th of March 2007. The fund’s current AUM stands at ₹7300.47 Cr.

Primary Investment Objective

Deliver long-term wealth creation by investing primarily in mid-cap companies from a portfolio of equity and equity-related securities. 

 

Summary

Kotak Emerging Equity Fund is a moderately high-risk option that has the potential to deliver potentially high capital growth over 5+ years.


Since this fund primarily invests in mid-cap companies which can be comparatively volatile in the short term, it would be advisable to consult an expert and invest according to your risk profile and investment goals.


Download the Cube Wealth App or Speak to a Wealth Coach today to know more.



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Shriram Shekhar
Shriram is a Consultant at CubeWealth. He has developed cutting edge IT products for over 2 years before turning to his passion for the written word. His love for philosophy, developing products, and empowering people through quality content is what got him to CubeWealth.

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