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Business News/Market/Market Stats/    Kotak Emerging Equity Scheme Growth

Kotak Emerging Equity Scheme Growth

+
  • Equity
  • Mid-Cap
  • Rating 4
  • Plan
114.89 +1.79 (1.58%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)42699.18
  • CAGR 44.53%
  • Exit Load1.00%
  • Expense ratio1.47%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2007-03-30

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 20 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 5.78%
  • Beta 0.89
  • Sharpe Ratio1.38
  • Std Deviation 12.32%
  • Tracking Error 5.59%

About Fund

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments, as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.

 

The Kotak Emerging Equity Scheme Growth has an AUM of 42699.18 crores & has delivered CAGR of 25.33% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.47%. The minimum investment in Kotak Emerging Equity Scheme Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Cummins India, Solar Industries India, Supreme Industries & Schaeffler India.

 

The major sectors where the fund is invested are Chemical Manufacturing, Misc. Fabricated Products, Auto & Truck Parts & Misc. Capital Goods.

 

Some of the similar funds are HDFC Mid-Cap Opportunities Fund Growth, Nippon India Growth Fund - Growth, Kotak Emerging Equity Scheme Growth, SBI Magnum Midcap Fund Regular Growth, Axis Midcap Fund Growth. Kotak Emerging Equity Scheme Growth has a sharpe ratio of 1.38 & a standard deviation of 12.32%.

FAQs about Kotak Emerging Equity Scheme Growth

According to the morning star rating Kotak Emerging Equity Scheme Growth has a Moderate risk & Exceptional return.
Kotak Emerging Equity Scheme Growth is managed by Atul Bhole,Arjun Khanna.
The expense ratio of Kotak Emerging Equity Scheme Growth is 1.47%.
The 5 year annualized return on Kotak Emerging Equity Scheme Growth is 25.33% & it has generated 44.53% in the last 1 year.
The minimum investment in Kotak Emerging Equity Scheme Growth is 100 Rs.
Kotak Emerging Equity Scheme Growth has an AUM of 42699.18 crores.
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