Kotak Emerging Equity Fund

Mutual Fund

By Rajendra Mar 26, 2023 image source -kotak MF Scheme Analysis

Investment Strategy

Objective- Creating alpha by identifying opportunities in midcap segment

Top 5 Holding

Supreme Inds Schaeffler India Cummins India Persistent Solar Inds. 4.61 4.12 3.81 3.68 3.12 Total - 19.34

Investment Strategy

Stock Holding- 60-70 stocks, driven by bottom-up stock selection Risk Mitigation – Emphasis on management quality & free cash flows

Capital Goods

21.51 13.47 12.25 11.77 8.66

Relatively volatile in the short run, mid cap companies have the potential to deliver higher growth in the long term.

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,352 49,314 96,548 5.54% 21.62% 19.13% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund

Kotak emerging equity fund

Category

Inception

Benchmark

AUM - 23,962 Cr

Fund Manager

Pankaj Tibrewal & Arjun Khanna