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Kotak Emerging Equity Scheme - Growth

Category: Equity: Mid Cap Launch Date: 30-03-2007
AUM:

₹ 42,699.18 Cr

Expense Ratio

1.47%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF174K01DS9

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

1000

Fund Manager

Atul Bhole, Arjun Khanna

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Kotak Emerging Equity Scheme - Growth 41.09 23.74 24.71
NIFTY MIDCAP 150 TRI 54.26 27.7 26.57
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
109.884
Last change
0.8 (0.729%)
Fund Size (AUM)
₹ 42,699.18 Cr
Performance
15.01% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Fund Manager
Atul Bhole, Arjun Khanna
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Cummins India Ltd. 4.5
Solar Industries India Ltd. 4.32
Supreme Industries Ltd. 4.31
Schaeffler India Ltd. 3.22
Bharat Electronics Ltd. 3.02
Thermax Ltd. 2.86
Oberoi Realty Ltd. 2.78
Persistent Systems Ltd. 2.78
Power Finance Corporation Ltd. 2.56
Ipca Laboratories Ltd. 2.53

Sector Allocation

Sector Holdings (%)
Capital Goods 21.37
Financial 12.94
Chemicals 10.41
Materials 9.15
Healthcare 8.69
Consumer Discretionary 8.4
Automobile 7.26
Technology 6.23
Construction 2.8
Metals & Mining 2.77

Peer Comparison

Scheme Name 5Y (%)
Kotak Emerging Equity Sch Gr 24.71
Quant MidCap Gr 34.34
JM Midcap Fund Reg Gr 0.0
ITI Mid Cap Fund Reg Gr 0.0
Mahindra Manulife Mid Cap Fund Reg Gr 27.08
HSBC Midcap Fund Reg Growth 21.44
Motilal Oswal Midcap Fund Reg Gr 27.86
Nippon India Growth Fund Gr Gr 26.4
ICICI Pru MidCap Gr 22.77
HDFC Mid-Cap Opportunities Gr 25.38