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Kotak Emerging Equity Scheme - Dividend - Direct

Category: Equity: Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 1.34% As on (30-06-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,327.41 Cr As on (31-07-2018)
Turn over: 41.81%
NAV as on

(%)

CAGR Since Inception

%

NIFTY MIDCAP 100 TRI 22.66%

PERFORMANCE of Kotak Emerging Equity Scheme - Dividend - Direct

Scheme Performance (%)

Data as on - 16-08-2018

Yearly Performance (%)

Fund Managers

Mr. 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 Mahindra AMC he has worked with Principal Pnb Asset Management Co. Pvt. Ltd. as Fund Manager.

Investment Objective

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

RETURNS CALCULATOR for Kotak Emerging Equity Scheme - Dividend - Direct

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak Emerging Equity Scheme - Dividend - Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Emerging Equity Scheme - Dividend - Direct 15.04 1.56 1.4 1.07 - -
Equity: Mid Cap

PEER COMPARISION of Kotak Emerging Equity Scheme - Dividend - Direct

Period
Data as on - 16-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Kotak Emerging Equity Scheme - Dividend - Direct

Asset Allocation (%)

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