INF174K01LT0

CASPeR Ranking #58

Kotak Emerging Equity Scheme Direct Growth

Very High Risk Mid-Cap Equity

NAV (Tue Jan 14 2025)

₹144

Returns (Since Inception)

19.47%

Category Average

17.10%

Rating

5

Allocation and Holdings

Asset class

Weightage

Technology

12.29%

Real Estate

3.49%

Healthcare

6.80%

Basic Materials

4.90%

Industrials

2.29%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Kotak Emerging Equity Scheme Direct Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹52048.91 Cr


ISIN

INF174K01LT0


Inception Date

Jan 01 2013


Standard Deviation

13.32


Beta

0.8


Sharpe Ratio

1.246


Benchmark

IISL Nifty Midcap 150 TR INR


Expense Ratio

0.360%


Exit Load

For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

Risk

Very High Risk

Investment Objective

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.

Fund Managers

Pankaj Tibrewal

About the AMC

Kotak Mahindra Asset Management Co Ltd


Phone Number

+91 22 61152100


Corporate Office Address

Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051

Overall AUM

₹52048.91 Cr


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