CASPeR Ranking #79
Kotak Emerging Equity Scheme Growth
NAV (Tue Jan 14 2025)
₹125
Returns (Since Inception)
18.09%
Category Average
17.10%
Rating
4
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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4.5Overall rating
Scheme Information
Fund name
Kotak Emerging Equity Scheme Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹52048.91 Cr
ISIN
INF174K01DS9
Inception Date
Mar 30 2007
Standard Deviation
13.316
Beta
0.8
Sharpe Ratio
1.157
Benchmark
IISL Nifty Midcap 150 TR INR
Expense Ratio
1.420%
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 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹52048.91 Cr
Website
www.kotakmf.com
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