Kotak Emerging Equity Fund

Mutual Fund

By Rajendra Sep 18, 2022 image source -kotak MF Scheme Analysis

Kotak Small Cap Fund

Thick Brush Stroke Mid Cap Mar 30, 2007 Nifty MidCap 150 Scribbled Arrow

Investment Strategy

Objective- Creating alpha by identifying opportunities in midcap segment

Investment Strategy

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

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

Top 5 Holding

ICICI Bank SBI Reliance SRF L&T 5.69 5.14 4.14 3.52 3.37 Total - 21.86

Financial Services

Scheme Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 31 Aug. 2022 1 Year 3 Year 5 Year 11.26% 28.70% 15.67%

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Aug. 2022 1 Year 3 Year 5 Year 12,970 55,865 1,03,811 15.42% 30.80% 22.11% Monthly SIP of 1,000

More Stories

[{"selector":"#anim-72ff1a26-ef1b-46f9-961a-9dcb0aeb87d0","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9f902598-d8e3-4a0e-8d64-0b48f0bc7f9c","keyframes":{"transform":["translate3d(-170.42254%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-7d2cce9e-a204-451b-bc88-61ca2626b9de","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d4bebb27-a4f4-42e3-b7b7-08173fac12d5","keyframes":{"transform":["translate3d(-168.20277%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-92092c5a-0df9-45d6-ad5c-5420fa55edac","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c51a75f1-3c19-451f-8ed6-442de0079b05","keyframes":{"transform":["translate3d(-167.92454%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-193a22df-000f-4f93-9df7-a8c71b6e6ccd","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f2fc847e-3e8f-4316-b775-85004c0445b8","keyframes":{"transform":["translate3d(-167.64707%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-8fb63730-f533-4c09-b703-b60375a62f45","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a3d22dc6-5b4b-4d1b-9d07-1d29291ba71c","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3865024c-b1bd-44a0-84c7-0eb1ea6b2fc3","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-50753cc3-479e-4bcb-90ae-ddbaa4ee6742","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4e0a15fd-43ef-4b1d-ba45-d664e63f8c8a","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-acb3c9f6-f9b8-4d8e-8e48-2d2c4e5ff1f1","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Kotak Bluechip Fund Kotak Flexi Cap Fund Sukanya Samriddhi Yojana Feature

Mutual Fund

Kotak emerging equity fund

Kotak Small Cap Fund

Category

Inception

Benchmark

AUM - 21,935 Cr

Fund Manager

Pankaj Tibrewal

Investment Strategy

Investment Strategy

Top 5 Holding

Financial Services

Capital Goods

Chemical

Top 5 Sector -60.39%

22.49

15.78

8.74

7.22

6.16

Auto

Oil

Scheme Performance

Exit Load

Period

Returns

SIP Performance

Exit Load

Period

Value

Returns

More Stories