Kotak Emerging Equity Scheme Fund (Equity, Mid Cap)

Moderately High
12 yrs 11 monthsStarted on:30 Mar 2007
₹ 5887.95 Cras on: 24 Jan 2020
Long Term Horizon
1.86%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

Exit Load

i. For exit within 1 year from the date allotment of units in respect of each SIP installment : 1% ii. For exit after 1 year from the date allotment of units in respect of each SIP installment : Nil iii. Where units are allotted upon reinvestment of Dividends: Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD8.06
1 Month9.86
3 Month14.11
1 YR20.45
2 YR1.88
3 YR11.83

SIP Returns

TenureReturns (CAGR)
1 YR30.37
2 YR13.84
3 YR9.99
5 YR11.72
10 YR17.04

Portfolio

Company Name% Assets
Coromandel International Ltd.3.78
Supreme Industries Ltd.3.72
PI Industries Ltd.3.46
Schaeffler India Ltd.3.18
The Ramco Cements Ltd.3.12
AU Small Finance Bank Ltd.2.87
Thermax Ltd.2.71
Atul Ltd.2.71
Tata Global Beverages Ltd.2.28
Sheela Foam Ltd.2.18

Top Sectoral Holdings

Sector Name% Assets
Financial18.91
Chemicals15.67
Engineering13.91
Construction9.75
Healthcare7.07
FMCG5.81
Textiles5.59
Metals4.55
Automobile3.76
Cons Durable3.45

Indicators

LabelValue
Portfolio turnover ratio14.48
Standard Deviation14.86%
Beta0.77%
Sharpe Ratio0.4

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 AMC he has worked with Principal Asset Management Company. as Fund Manager.

Other Funds Managed by Pankaj Tibrewal