NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹136.26
-0.04%
NAV as on 18 Dec 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
mid cap
equity
37.11%p.a.
Last 1Y
23.96%p.a.
Last 3Y
27.85%p.a.
Last 5Y
15.75%p.a.
Since Inception
About Kotak Emerging Equity Scheme Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Emerging Equity Scheme Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Mar 2007, Kotak Emerging Equity Scheme Growth is Mid-Cap fund of its category with 52,048.91 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- Kotak Emerging Equity Scheme Growth delivered 37.1% annual returns during the last year. It has delivered 15.8% average annual returns since the fund was launched.
- Kotak Emerging Equity Scheme Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
Persistent Systems Ltd
4.00%
Oracle Financial Services Software Ltd
3.67%
Mphasis Ltd
3.33%
Fortis Healthcare Ltd
3.13%
Oberoi Realty Ltd
3.09%
Ipca Laboratories Ltd
2.84%
Coromandel International Ltd
2.60%
Supreme Industries Ltd
2.31%
Dixon Technologies (India) Ltd
2.29%
Solar Industries India Ltd
2.27%
Fund Managers
- Atul Bhole (Jan 2024 - Present)
Key Information
View Scheme Document
Kotak Emerging Equity Scheme Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak Emerging Equity Scheme Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Emerging Equity Scheme Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Emerging Equity Scheme Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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