Kotak Emerging Equity Scheme - Growth

Category: Equity: Mid Cap
Launch Date: 30-03-2007
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 2.12% As on ( 31-10-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,313.64 Cr As on ( 30-11-2018)
Turn over: 37.45
NAV as on 11-12-2018

35.505

0.33 ( 0.9351% )

CAGR Since Inception

11.43%

NIFTY MIDCAP 100 TRI 21.17%

PERFORMANCE of Kotak Emerging Equity Scheme - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Emerging Equity Scheme - Growth -12.33 11.78 23.0 20.3 11.43
NIFTY MIDCAP 100 TRI -15.79 10.23 17.78 18.76 21.17
Equity: Mid Cap -12.81 9.41 19.24 21.48 13.45

Yearly Performance (%)

Fund Managers

Mr. Pankaj Tibrewal

Mr. Tibrewal is a B.Com (H) from St.Xavier’s College Kolkata and MBA (Finance) from Manchester University, U.K. Prior to joining Kotak Mahindra AMC he has worked with Principal Pnb Asset Management Co. Pvt. Ltd. as Fund Manager.

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.

RETURNS CALCULATOR for Kotak Emerging Equity Scheme - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Kotak Emerging Equity Scheme - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Emerging Equity Scheme - Growth 15.05 0.94 -0.11 0.92 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Kotak Emerging Equity Scheme - Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Emerging Equity Scheme - Growth 30-03-2007 -12.33 8.38 11.78 23.0 20.3
Axis Midcap Fund - Dividend 18-02-2011 1.35 16.49 11.29 19.53 0.0
Axis Midcap Fund - Growth 18-02-2011 1.35 16.98 11.88 20.19 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Dividend 22-01-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -4.49 13.14 12.13 21.38 24.02
Taurus Discovery (Midcap) Fund - Regular Plan - Divided Option 01-01-2009 -4.66 13.09 12.39 19.76 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -4.67 13.74 12.83 20.04 18.92
Invesco India Midcap Fund - Dividend Option 19-04-2007 -5.82 11.77 10.72 20.21 23.07
Franklin India Prima Fund-Growth 01-12-1993 -6.25 10.94 12.05 21.21 23.21

PORTFOLIO ANALYSIS of Kotak Emerging Equity Scheme - Growth

Asset Allocation (%)

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