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Kotak Emerging Equity Fund - Idcw Payout

Equity | Mid Cap

(NAV as of 18/04/2024)
58.34 (-0.11)

3Y Returns

23.28%

Min SIP

100

Min Lumpsum

100

Expense Ratio

1.73%

Fund Size

21935 Cr

Inception Date

30-Mar-07

Fund Manager

Harsha Upadhyaya

Exit Load

Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.13%

Debt & Others

5.87%

Market Cap Allocation

Large Cap

13.21%

Mid Cap

68.85%

Small Cap

11.85%

Other Cap

6.09%

Sector Allocation

Industrial Products

15.66%

Consumer Durables

12.86%

Automobiles

11.43%

Finance

7.12%

Chemicals

6.52%

Top Ten Holdings

Supreme Industries Ltd

4.08%

Persistent Systems Ltd

4.07%

Cummins India Ltd

3.45%

Solar Industries India Ltd

3.41%

Triparty Repo

3.41%

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 House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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