Kotak Emerging Equity Fund - Direct Plan - Growth

Equity | Mid Cap

(NAV as of 14/05/2024)

125.63 (0.74)

3Y Returns

25.23%

Min SIP

₹100

Min Lumpsum

₹100

Expense Ratio

0.38%

Fund Size

₹38520 Cr

Inception Date

01-Jan-13

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

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark and its beta is less than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty Midcap 150 TRI benchmark and its alpha is more than Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

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

94.38%

Debt & Others

5.62%

Market Cap Allocation

Large Cap

14.68%

Mid Cap

62.80%

Small Cap

16.91%

Other Cap

5.62%

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

Scheme Document

https://www.kotakmf.com/Information/forms-and-downloads

Address

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

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Tata Mid Cap Growth Fund Direct Plan Growth

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Union Midcap Fund - Direct Plan - Growth

41.43%

25.74%

Mahindra Manulife Large & Mid Cap Fund - Direct - Growth

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25.58%

Sbi Magnum Midcap Fund - Direct Plan - Growth

35.24%

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Mirae Asset Midcap Fund - Direct Plan - Growth

47.91%

25.16%

Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

44.26%

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Kotak Equity Opportunities Fund - Direct Plan - Growth

43.29%

24.55%

22.77%

Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan

44.47%

24.38%

20.99%

Nippon India Vision Fund Direct Plan Growth Plan Growth

44.06%

23.77%

20.52%

Invesco India Growth Opportunities Fund - Direct Plan Growth

47.19%

23.7%

20.47%

Franklin India Prima Fund - Direct Growth

48.43%

23.62%

21.43%

Uti Core Equity Fund - Direct Growth Plan

44.23%

23.49%

21.19%

Hsbc Large & Mid Cap Fund-Direct Plan Growth

44.49%

23.35%

21.56%

Taurus Discovery (Midcap) Fund - Direct Plan Growth

47.17%

23.04%

23.85%

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