Kotak Mutual Fund · Direct Growth · SEBI Category: Mid Cap
Kotak Emerging Equity Fund is managed by Pankaj Tibrewal, widely regarded as one of India's best mid and small cap stock pickers. With over 15 years of experience at Kotak AMC and a consistent investment philosophy, Tibrewal is known for identifying quality companies early in their growth curve before they gain wider recognition. The fund has one of the best risk-adjusted return track records in the mid cap category.
The fund follows a bottom-up stock selection approach, focusing on companies with strong management quality, scalable business models and reasonable valuations. It maintains a relatively concentrated portfolio of 40 to 60 stocks with high conviction in each position. The fund's expense ratio of 0.37% makes it one of the most cost-efficient actively managed mid cap funds in India.
Pankaj Tibrewal is Senior Executive Vice President and Fund Manager at Kotak Mutual Fund and has been managing the Kotak Emerging Equity Fund for many years. He is widely regarded as one of India's best mid cap fund managers, known for identifying quality growth businesses early in their lifecycle before they become expensive. His long tenure on this specific fund has built a strong track record across multiple market cycles.
For current co-manager details and full biography, refer to the latest Kotak Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund | ₹219.94 | ₹90.4K Cr Jan–Mar 2026 | +5.5% | +22.1% p.a. | +20.7% p.a. | 1.19 |
| Nippon India Growth Fund | ₹4,781.46 | ₹40.7K Cr Jan–Mar 2026 | +7.3% | +23.8% p.a. | +21.6% p.a. | 1.20 |
| Kotak Emerging Equity Fund ▲ | ₹162.15 | ₹59.2K Cr Jan–Mar 2026 | +7.8% | +21.1% p.a. | +18.8% p.a. | 1.05 |
| Axis Midcap Fund | ₹135.29 | ₹30.8K Cr Jan–Mar 2026 | +5.1% | +18.3% p.a. | +15.8% p.a. | 0.90 |
| SBI Magnum Midcap Fund | ₹261.72 | ₹22.1K Cr Jan–Mar 2026 | +0.9% | +14.3% p.a. | +16.4% p.a. | 0.66 |
Calculated from 2,565 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how Kotak Midcap Fund ranks against other Mid Cap funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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