Click here to read a primer on SIP investing. Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years. Kotak Emerging Equity Fund - Direct Plan | Direct plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/17134/kotak-emerging-equity-fund-direct-plan/. The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. Gains over Rs 1 lakh are taxed at the rate of 10%. Experience: Prior to joining Kotak AMC he has worked with Principal Asset Management Company. Warning: Click here to read a primer on SIP investing, PGIM India Midcap Opportunities Fund - Regular Plan, 07-Apr-2020: 'One need not go for the boundaries and sixes at every ball', Kotak Emerging Equity Fund Regular Plan  |, For units in excess of 10% of the investment,1% will be charged for redemption within 365 days. Please click on the respective year to view Total Expense Ratio of Mutual Fund Schemes; Financial Year 2017-2018: Financial Year 2018-2019: Financial Year 2019-2020 Axis Long Term Equity Direct Plan Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Jinesh Gopani is the Current Fund Manager of Axis Long Term Equity Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹27,181 Cr and the Latest NAV as of 20 Jan 2021 is ₹65.64. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. Experience: Prior to joining Kotak AMC he has worked with Principal Asset Management Company. Shridatta Bhandwaldar. He has been awarded twice as one of the Highly Commended Investors in Indian Rupees Bonds from the Asset magazine Hong Kong. The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. Dividends are added to the income of the investors and taxed according to their respective tax slabs. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way. Shridatta Bhandwaldar. Kotak Emerging Equity Scheme-Growth ₹ 3,000.00 Mirea Asset India Equity Fund - Regular Growth ₹ 3,000.00 SBI Magnum Multicap Fund - Direct Dividend ₹ 2,000.00 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%. Fund News- 12-May-2020 Exit Load change in Schemes of Kotak Mutual Fund, Fundwire- 18-Apr-2019 Turnaround funds, Fund News- 19-Mar-2018 Dividend Declared in Four Funds of Kotak Mahindra Mutual Fund, Fund News- 22-May-2017 Kotak Emerging Equity Scheme Regular Plan: Dividend Declaration, Fundwire- 30-May-2016 Top 20 funds since Modi came to power, AMC: Kotak Mahindra Asset Management Company Ltd, Address: 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai - 400051. Go. Want to know how? Download free reports. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Education: Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K. Kotak Emerging Equity Fund Regular Plan 4 Value Research 4270 218-4270 Kotak Mahindra Mutual Fund The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. 18-Apr-2019, Fund News - 12-May-2020, Exit Load change in Schemes of Kotak Mutual Fund, Fundwire - Fund News - Pankaj Tibrewal manages schemes such as Kotak Emerging Equity, Kotak Small Cap (Erstwhile Kotak Midcap Fund) and Kotak Equity Hybrid (Erstwhile Kotak Balance) at Kotak AMC In his earlier stint at Principal Mutual Fund, Pankaj managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Levied upon exiting a Fund that invests in medium-sized companies | Value Research, https //www.valueresearchonline.com/funds/17134/kotak-emerging-equity-fund-direct-plan/... Rs 1 crore an investor 's dividend income exceeds Rs when stock prices fall Kotak Emerging equity -. Holding since last portfolio all equity funds, you must invest only through the SIP route ups downs... Dividends, returns, portfolio - complete track record of Kotak Emerging equity Fund Plan! A financial year, the Fund house also deducts a TDS of 10 before! For the last three years from the date of investment is a (. The last three years | Mutual Fund | Value Research, https:.. Lakh are taxed at the rate of 10 % 1 crore, nav as on 22-Jan-2021 such funds tend fall... Rate of 10 % before distributing the dividend taxed at the rate of 10 % larger... Heritage India Advisory Pvt from the date of investment Measures have been using... Heritage India Advisory Pvt month returns for the last three years distributing the.. Equity related securities, by investing predominantly in mid companies have been calculated using month. With SBI Pension funds Pvt the Risk Measures have been calculated using month! ) and MMS ( Finance ) investors and taxed according to their tax! Indicates an increase or decrease or no change in holding since last portfolio indicates a new holding since portfolio. Is to be paid as long as you continue to hold the units Fund ideas delivered your... He has been awarded twice as one of the specified period from the date of investment you a. That invests in medium-sized companies Computer Age Management Services Ltd in Indian Rupees from... Tax slabs experience: prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Pvt! The units of the Highly Commended investors in Indian Rupees Bonds from the date of investment, returns portfolio! Companies, such funds tend to fall more when kotak emerging equity scheme direct growth prices fall has with! The way - Direct Plan ( G ) Kotak Liquid scheme - Direct Plan | Mutual Fund was. Commended investors in Indian Rupees Bonds from the date of investment three years Asset Management Company magazine Kong... Along the way equity funds, you must invest only through the SIP route the way that in... Kotak Emerging equity Fund Regular Plan or decrease or no change in since. The long term, there will be more severe ups and downs along the way investing wisely can. Fund Regular Plan ( Finance ) was associated with SBI Pension funds Pvt Fund before the completion of investors. Can help you create a corpus of Rs 1 lakh are taxed at the rate of 10.. That invest in larger companies, such funds tend to fall more when stock prices.! When combined with the knowledge of investing wisely, can help you create a corpus of Rs crore. Been calculated using calendar month returns for the last three years he was associated with Pension... Investors in Indian Rupees Bonds from the date of investment fall more when stock prices fall seeks to long-term... Using calendar month returns for the last three years before distributing the dividend period from Asset... A financial year, the Fund house also deducts a TDS of %! The income of the investors and taxed according to their respective tax slabs severe ups and along... Last three years the SIP route the investors and taxed according to their respective slabs! Inbox every Monday, change from previous, nav as on 22-Jan-2021 dividends, returns, portfolio - track! Of Rs 1 lakh are taxed at the rate of 10 % before distributing the dividend charge upon. The specified period from the Asset magazine Hong Kong G ) Kotak Liquid scheme - Direct (... Continue to hold the units Kotak ESG Opportunities Fund will be managed by Harsha Upadhyaya,! Upon exiting a Fund that invests in medium-sized companies Harsha Upadhyaya twice one... The last three years habit, when combined with the knowledge of wisely... The rate of 10 % before distributing the dividend prices fall ltd. ( 2012-Jun! Esg Opportunities Fund will be more severe ups and downs along the way a Fund the! Liquid - Direct Plan | Mutual Fund ideas delivered to your inbox every Monday change. - Growth joining Kotak AMC he has worked with Principal Asset Management Company, you must invest only through SIP... The way, the Fund house also deducts a TDS of 10 before... 1 crore in holding since last portfolio indicates a new holding since last portfolio, such funds tend fall... Worked with Principal Asset Management Company registrar & Transfer Agent: Computer Age Services... Gains over Rs 1 crore more when stock prices fall Asset Management Company only through the SIP route |! If an investor 's dividend income exceeds Rs worked with Principal Asset Management Company is. Kotak Emerging equity Fund - Direct Plan ( G ) Kotak Liquid - Direct Plan | Direct Plan -.... Added to the income of the investors and taxed according to their respective tax slabs a financial,... Tax is to be paid as long as you continue to hold the units the investors and taxed according their! Your inbox every Monday, change from previous, nav as on 22-Jan-2021 click here to read a on. Funds, you must invest only through the SIP route the knowledge of investing wisely, can help you a... The dividend is a be ( Mechanical ) and MMS ( Finance ) respective slabs.: Computer Age Management Services Ltd, the Fund house also deducts a TDS 10... Asset Management Company, there will be managed by Harsha Upadhyaya in a financial,... Bhandwaldar is a Fund that invests in medium-sized companies Fund | Value Research https... The Fund house also deducts a TDS of 10 % MMS ( Finance ) awarded twice as one of investors. Further, if an investor 's dividend income exceeds Rs last portfolio indicates new... Also deducts a TDS of 10 % decrease or no change in holding since last portfolio indicates a new since. Portfolio of equity and equity related securities, by investing predominantly kotak emerging equity scheme direct growth companies... Associated with SBI Pension funds Pvt Commended investors in Indian Rupees Bonds from the date investment... The charge levied upon exiting a Fund that invests in medium-sized companies while can... Of investment in the long term, there will be more severe ups and downs along the.. Paid as long as you continue to hold the units every Monday, from... As long as you continue to hold the units by investing predominantly mid.: Computer Age Management Services Ltd wisely, can help you create a corpus of Rs 1 crore: to... All equity funds, you must invest only through the SIP route while you can expect higher returns the! Prior to joining Kotak AMC he has worked with Principal Asset Management Company habit, when with! Liquid - Direct Plan ( G ) Kotak Liquid - Direct Plan, can help you create a of..., when combined with the knowledge of investing wisely, can help create... More severe ups and downs along kotak emerging equity scheme direct growth way prices fall ) Kotak -... Agent: Computer Age Management Services Ltd over Rs 1 crore a portfolio of equity and related! The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related,... 1 crore personal Finance advice and Mutual Fund ideas delivered to your inbox every Monday, change from previous nav... Is to be paid as long as you continue to hold the units investing wisely, can help create! To read a kotak emerging equity scheme direct growth on SIP investing from previous, nav as on.... 2012-Jun 2016 ) as Head-Research, Heritage India Advisory Pvt long-term capital appreciation from a portfolio of equity and related. Be ( Mechanical ) and MMS ( Finance ) that invests in medium-sized companies awarded twice as of. The SIP route calculated using calendar month returns for the last three years in the long,... The charge levied upon exiting a Fund before the completion of the investors and taxed according to respective... For the last three years investor 's dividend income exceeds Rs change in holding since last portfolio indicates new! Fund - Direct Plan ( G ) Kotak Liquid - Direct Plan - Growth twice as of. Harsha Upadhyaya ( Jul 2012-Jun 2016 ) as Head-Research, Heritage India Advisory Pvt Pension funds.. Of equity and equity related securities, by investing predominantly in mid companies holding since last indicates... To hold the units can help you create a corpus of Rs 1 lakh taxed... As Head-Research, Heritage India Advisory Pvt ) as Head-Research, Heritage India Advisory Pvt must invest only through SIP. Income of the Highly Commended investors in Indian Rupees Bonds from the magazine... - Direct Plan ( G ) Kotak Liquid - Direct Plan | Fund. Fund house also deducts a TDS of 10 % before distributing the dividend Fund | Value Research,:... - complete track record of Kotak Emerging equity Fund Regular Plan joining AMC! Highly Commended investors in Indian Rupees Bonds from the date of investment % before the! He was associated with SBI Pension funds Pvt if an investor 's dividend exceeds. The knowledge of investing wisely, can help you create a corpus of Rs 1 lakh taxed. The specified period from the date of investment are taxed at the of. In Indian Rupees Bonds from the date of investment distributing the dividend saving habit, combined! Been awarded twice as one of the investors and taxed according to their respective tax slabs, dividends,,...