Kotak Emerging Equity Scheme - Growth

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Category: Equity: Mid Cap
Launch Date: 30-03-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.47% As on (28-02-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,394.15 Cr As on (28-02-2025)
Turn over: 25.67

NAV as on 13-03-2025

110.691 -0.51 (-0.4635%)

CAGR Since Inception

14.32%

NIFTY Midcap 150 TRI 16.92%

PERFORMANCE of Kotak Emerging Equity Scheme - Growth

Scheme Performance (%) Data as on - 13-03-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Kotak Emerging Equity Scheme - Growth	12.14	17.33	24.91	15.63	14.32
NIFTY MIDCAP 150 TRI	6.19	19.78	27.58	16.12	16.92
Equity: Mid Cap	8.61	17.47	24.33	14.07	17.28

Yearly Performance (%)

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Fund Managers

Atul Bhole, Arjun Khanna

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 - Growth

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.

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Riskometer

Key Performance and Risk Statistics of Kotak Emerging Equity Scheme - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Kotak Emerging Equity Scheme - Growth	12.22	0.65	-1.3	0.89	-	-
Equity: Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Kotak Emerging Equity Scheme - Growth

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Period

Data as on - 13-03-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Kotak Emerging Equity Scheme - Growth	30-03-2007	12.14	21.76	17.33	24.91	15.63
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	02-02-2014	18.05	33.35	27.42	28.97	16.12
Invesco India Midcap Fund - Growth Option	19-04-2007	17.23	29.17	20.25	24.34	14.99
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	26-12-2007	14.53	28.45	20.69	28.01	15.69
LIC MF Mid Cap Fund-Regular Plan-Growth	02-02-2017	13.29	26.74	16.65	21.85	0.0
Franklin India Prima Fund-Growth	01-12-1993	13.08	26.6	19.56	22.72	13.4
WhiteOak Capital Mid Cap Fund Regular Plan Growth	07-09-2022	12.32	28.96	0.0	0.0	0.0
JM Midcap Fund (Regular) - Growth	21-11-2022	12.19	28.2	0.0	0.0	0.0
Nippon India Growth Fund-Growth Plan-Growth Option	05-10-1995	11.07	28.45	21.39	26.7	15.66
Axis Midcap Fund - Regular Plan - Growth	06-02-2011	11.02	22.02	13.93	20.67	14.12

PORTFOLIO ANALYSIS of Kotak Emerging Equity Scheme - Growth

Asset Allocation (%)