Should I invest in Kotak Emerging Equity Scheme?

We don't give personal investment advice. Kotak Emerging Equity Scheme - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 17.23%.

Kotak Mahindra

Kotak Emerging Equity Scheme - Growth

Latest NAV

₹146.3950

As of

17 Jul 2026

4,747 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.03%	-0.16%	+0.19	7 / 27	Q2
1W	-0.53%	-0.41%	-0.11	13 / 27	Q2
2W	+0.67%	+0.58%	+0.10	13 / 27	Q2
1M	+1.82%	+1.52%	+0.30	14 / 27	Q3
3M	+6.27%	+4.63%	+1.64	5 / 27	Q1
6M	+9.09%	+4.55%	+4.54	5 / 27	Q1
YTD	+6.90%	+2.42%	+4.49	5 / 27	Q1
1Y	+6.72%	+1.75%	+4.97	3 / 27	Q1
2Y	+5.71%	+1.26%	+4.44	6 / 27	Q1
3Y	+19.61%	+15.58%	+4.03	7 / 27	Q2
4Y	+20.44%	+17.25%	+3.19	8 / 27	Q2
5Y	+17.23%	+14.06%	+3.17	6 / 27	Q1
7Y	+21.73%	+17.85%	+3.89	7 / 27	Q2
10Y	+17.45%	+13.17%	+4.28	5 / 27	Q1
Inception	+14.92%	+11.07%	+3.85	7 / 27	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+6.90%	+2.42%	+4.49	5 / 27
2025	+1.37%	+0.65%	+0.72	12 / 27
2024	+33.55%	+23.63%	+9.93	4 / 27
2023	+31.13%	+35.07%	-3.93	20 / 27
2022	+5.13%	+2.50%	+2.63	9 / 27
2021	+45.86%	+38.76%	+7.09	7 / 27
2020	+21.51%	+20.23%	+1.28	15 / 27
2019	+8.92%	-0.75%	+9.67	1 / 27
2018	-11.42%	-14.09%	+2.67	11 / 27
2017	+41.46%	+36.02%	+5.44	9 / 27
2016	+9.73%	+0.99%	+8.75	3 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.05%

223 windows

min -64.1% · max 113.3%

75% positive

3-Year rolling

+17.72%

199 windows

min -10.9% · max 45.3%

92% positive

5-Year rolling

+17.59%

175 windows

min -4.0% · max 33.0%

95% positive

7-Year rolling

+17.78%

150 windows

min 5.4% · max 25.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.87%

3-year · annualised

Sharpe ratio

0.81

vs risk-free 6.5%

Sortino ratio

1.37

Downside-only deviation

Max drawdown

-21.03%

Dec 2024 → Feb 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹51.9160	17 Jul 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹99.4079	17 Jul 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹43.5700	17 Jul 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹86.7683	17 Jul 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹80.4040	17 Jul 2026
UTI Mid Cap Fund-Growth Option	UTI	₹308.2663	17 Jul 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹58.5500	17 Jul 2026
Escorts Opportunities Fund-Dividend	Escorts	₹79.7251	17 Jul 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹120.4732	17 Jul 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹61.7100	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹146.3950
16 Jul 2026	₹146.3510
15 Jul 2026	₹147.0910
14 Jul 2026	₹146.1100
13 Jul 2026	₹146.9400
10 Jul 2026	₹147.1680
9 Jul 2026	₹145.0130
8 Jul 2026	₹143.0420
7 Jul 2026	₹145.9750
6 Jul 2026	₹146.2170

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Kotak Emerging Equity Scheme - Growth is ₹146.3950. It's a Mid Cap Fund from Kotak Mahindra, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Emerging Equity Scheme - Growth has NAV history starting from 02 Apr 2007, a track record of about 19 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Kotak Emerging Equity Scheme - Growth is managed by Kotak Mahindra. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Emerging Equity Scheme - Growth has delivered a absolute return of 6.72% — +4.97 pp ahead of the Mid Cap Fund category average of 1.75%. The fund ranks #3 of 27 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Kotak Emerging Equity Scheme - Growth has delivered a CAGR of 19.61% — +4.03 pp ahead of the Mid Cap Fund category average of 15.58%. The fund ranks #7 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Kotak Emerging Equity Scheme - Growth has delivered a CAGR of 17.23% — +3.17 pp ahead of the Mid Cap Fund category average of 14.06%. The fund ranks #6 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Kotak Emerging Equity Scheme - Growth exactly 10 years ago would be worth approximately ₹499,507 today — a multiplier of 5.00×, based on the 10-year CAGR of 17.45%. The category average over the same window would have grown ₹1 lakh to ₹344,513.

A ₹10,000 monthly SIP in Kotak Emerging Equity Scheme - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹924,599 today. That's an XIRR (money-weighted annualised return) of 17.32%.

A ₹10,000 monthly SIP for 10 years in Kotak Emerging Equity Scheme - Growth = ₹1,200,000 invested. It would currently be worth ₹3,232,856 (multiplier 2.69×). XIRR: 18.83%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Kotak Emerging Equity Scheme - Growth ranks #6 out of 27 funds in the Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.06%; this fund delivered 17.23%.

The worst peak-to-trough decline Kotak Emerging Equity Scheme - Growth has experienced over the last 5-year window is 21.03% — its NAV fell from a high on 16 Dec 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Kotak Emerging Equity Scheme - Growth averaged 17.59% (best 33.03%, worst -4.02%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.67 — reasonable risk-adjusted performance.

In calendar year 2025, Kotak Emerging Equity Scheme - Growth returned 1.37% — beating the Mid Cap Fund category average of 0.65% by 0.72 pp. It ranked #12 of 27 in its category that year.

Kotak Emerging Equity Scheme - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Kotak Emerging Equity Scheme - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 17.23%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.