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Kotak Emerging Equity Fund
- Scheme Category: Equity / Midcap
- Fund House: Kotak Mutual Fund
- Fund Manager: Mr. Pankaj Tibrewal
- Managing Fund Since: May 27, 2010
- Scheme Inception Date: March 30, 2007
- Benchmark: Nifty Midcap 100 TRI
- Riskometer: Moderately High
- Risk Grade: Below Average
- Return Grade: High
- Former Name: NA
Contents
About the Scheme
An open-ended equity scheme predominantly investing in mid cap stocks
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.
Assets Under Management (AUM)
- As of Feb 29, 2020: Rs. 6,928.49 cr
Average Assets Under Management (AAUM)
- As of Feb 29, 2020: Rs. 6,848.32 cr
Expense Ratio (DIRECT vs REGULAR plans)
- As of Feb 29, 2020: 0.63% vs 1.88%
Standard Deviation
- As of Feb 29, 2020: 14.93
Sharpe Ratio
- As of Feb 29, 2020: 0.21
Sortino
- As of Feb 29, 2020: NA
Beta
As of Feb 29, 2020: 0.78
Alpha
- As of Feb 29, 2020: NA
Portfolio Turnover
- As of Feb 29, 2020: 13.27%
References
- Kotak Mutual Fund