Kotak Emerging Equity Scheme - Growth

Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Mid Cap
Launch Date: 30-03-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.47% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 43,941.48 Cr As on 28-02-2025(Source:AMFI)
Turn over: 25.67% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

117.776

14.69%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 4 Months
10 Years 7 Months
13 Years 9 Months
16 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.98
Sharpe Ratio 0.65
Alpha -1.3
Beta 0.89
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Emerging Equity Scheme - Growth 30-03-2007 16.33 26.11 18.76 29.77 16.42
Invesco India Midcap Fund - Growth Option 19-04-2007 23.38 34.51 22.1 29.33 15.9
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 20.14 36.61 28.32 34.0 16.66
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 20.01 33.69 22.65 33.51 16.57
Franklin India Prima Fund-Growth 01-12-1993 17.86 30.97 21.15 27.7 14.08
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 17.07 30.98 18.22 26.78 -
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 16.44 33.56 23.18 32.24 16.59
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 16.26 33.3 - - -
JM Midcap Fund (Regular) - Growth 21-11-2022 15.12 33.1 - - -
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 14.33 26.17 14.83 22.34 13.72

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.23%

Others

2.22%

Large Cap

11.17%

Mid Cap

69.38%

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