Kotak Emerging Equity Scheme - Growth
Category: Equity: Mid Cap
Launch Date: 30-03-2007
AUM:
₹ 48,128.71 Cr
Expense Ratio
1.46%
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 | 9.78 | 18.48 | 29.35 |
| NIFTY MIDCAP 150 TRI | 6.71 | 22.12 | 32.63 |
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
120.783
Last change
-0.42 (-0.3502%)
Fund Size (AUM)
₹ 48,128.71 Cr
Performance
14.76% (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 (%) |
|---|---|
| FORTIS HEALTHCARE LIMITED. EQ | 3.59 |
| IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- | 3.43 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.19 |
| MPHASIS LIMITED EQ | 3.09 |
| OBEROI REALTY LIMITED EQ | 2.73 |
| J.K.CEMENT LIMITED EQ | 2.6 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 2.58 |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- | 2.5 |
| Persistent Systems Ltd | 2.49 |
| Bharti Hexacom Limited | 2.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 13.43 |
| Information Technology | 12.62 |
| Capital Goods | 12.26 |
| Financial Services | 12.19 |
| Chemicals | 10.98 |
| Consumer Durables | 10.18 |
| Automobile and Auto Components | 9.98 |
| Construction Materials | 3.89 |
| Oil, Gas & Consumable Fuels | 3.04 |
| Consumer Services | 2.81 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Emerging Equity Sch Gr | 29.35 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Axis MidCap Reg Gr | 23.5 |
| HDFC Mid-Cap Opportunities Gr | 32.26 |