Kotak Emerging Equity Scheme Growth

• Alpha 5.78%
• Beta 0.89
• Sharpe Ratio1.25
• Std Deviation 11.88%
• Tracking Error 5.59%

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 39684.91 crores & has delivered CAGR of 22.61% 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 Solar Industries India, Cummins India, Supreme Industries & PERSISTENT SYSTEMS ORD.

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

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 1.25 & a standard deviation of 11.88%.