Kotak Emerging Equity Scheme Regular Plan – Analyse AUM, NAV, Returns and more

Kotak Emerging Equity Scheme Regular Plan is an Open-ended, mid-cap category fund launched in 2007 by Kotak Mutual Fund. The fund manager name is Pankaj Tibrewal. The risk in this fund is below average but the returns are above average. In this article, we will do a detailed analysis of the Kotak Emerging Equity Scheme Regular Plan, we will dig deep into its AUM, NAV Returns & more.

Kotak Emerging Equity Scheme Regular Plan


Kotak Emerging Equity Scheme Regular Plan Ranking

Crisil MF Rank3

Background of Kotak Emerging Equity Scheme Regular Plan

Name of FundKotak Emerging Equity Scheme Regular Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Midcap
Fund ManagerPankaj Tibrewal
Launch Date1-Mar-2007

Invest in Kotak Emerging Equity Scheme Regular Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


Kotak Emerging Equity Scheme Regular Plan Performance

Risk GradeBelow Average
Return GradeAbove Average
NAV (as on current Date)Rs. 36.80 as on Dec 14, 2018
Net Asset (as on current date)Rs. 3313.6 crore as on Nov 30, 2018

Portfolio Characteristics:

Total Stock/Securities61
Total Bonds
Avg Market Cap (in cr)12095
Portfolio P/B Ratio3.89
Portfolio P/E Ratio28.54
3Y Earning Growth (%)13.82
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

Know about other Mutual Funds

Franklin India Prima FundFranklin India Bluechip FundIcici Prudential Nifty Next 50 Index Fund
Franklin India Smaller Companies FundFranklin India Debt Hybrid FundIcici Prudential Regular Savings Fund
Franklin India Equity FundIcici Prudential Sensex EtfSbi Small Cap Fund

Kotak Emerging Equity Scheme Regular Plan Composition

Equity96.75%
Debt0.15%
Cash3.09%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Kotak Emerging Equity Scheme Regular Plan Risk Analysis

Standard Deviation17.06
Sharpe Ratio0.33
Beta0.88
R Square0.95
Alpha-0.89

Kotak Emerging Equity Scheme Regular Plan NAV – Yearly

201836.8
201742.1
201629.44
201526.68
201424.61
52 Week High (NAV)42.84
52 Week Low (NAV)33.52

Get detailed analysis of other Mutual Funds

Absl Equity Advantage Fund Regular PlanIndiabulls Bluechip Fund Direct PlanParag Parikh Long Term Equity Fund
Absl Nifty Etf FundInvesco India Contra FundPrincipal Emerging Bluechip Fund
Aditya Birla Sun Life Equity FundInvesco India Financial Services FundQuant Tax Plan

Kotak Emerging Equity Scheme Regular Plan Returns – Yearly

2018-12.590%
201743.000%
201610.360%
20158.420%
201487.320%

Kotak Emerging Equity Scheme Regular Plan AUM

20183300
20172720
20161191
2015792
2014274

Regular Plan Expense Ratio

2018
20172.380%
20162.580%
20152.710%
20142.890%

Kotak Emerging Equity Scheme Regular Plan Quarterly Returns

2018 Q1-7.400%
2018 Q2-2.810%
2018 Q3-6.800%
2018 Q4
2017 Q119.310%
2017 Q23.190%
2017 Q32.310%
2017 Q413.530%
2016 Q1-5.650%
2016 Q214.690%
2016 Q38.900%
2016 Q4-6.350%
2015 Q14.670%
2015 Q20.130%
2015 Q30.930%
2015 Q42.500%
2014 Q16.940%
2014 Q231.470%
2014 Q315.080%
2014 Q416.040%

Find details on other Mutual Funds

Aditya Birla Sun Life Focused Equity FundInvesco India Growth Opportunities FundReliance Equity Hybrid Fund
Aditya Birla Sun Life Frontline Equity FundInvesco India Large Cap FundReliance Etf Junior Bees
Aditya Birla Sun Life Income FundInvesco India Mid Cap FundReliance Etf Nv 20

Regular Plan Weightage by Sector

1Financial (21.3%)
2Engineering (14.86%)
3Chemicals (13.83%)
4Construction (9.40%)
5FMCG (8.48%)
6Healthcare (8.41%)
7Automobile (3.89%)
8Textiles(3.03%)
9Cons Durable (2.95%)
10Energy(2.89%)

Regular Plan Weightage by Securities Holding

1Schaeffler India (3.68%)
2The Ramco Cements (3.56%)
3Bharat Financial Inclusion (3.56%)
4RBL Bank (3.39%)
5Atul (3.25%)
6Supreme Industries (2.96%)
7PI Industries (2.94%)
8Thermax (2.60%)
9Solar Industries (2.50%)
10Shriram City Union Finance(2.34%)

Regular Plan Investment Information

AMCKotak Mahindra Asset Management Company Ltd
RegistrarComputer Age Management Services Ltd.
Minimum Investment5000
Minimum SIP Investment1000
Exit Load 1% for redemption within 365 days

Conclusion:

“The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.”


Invest in Kotak Emerging Equity Scheme Regular Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


More on Mutual Funds

Top 10 Aggressive Hybrid Funds In IndiaTop 10 Large Cap Equity Funds In India
Top 10 Arbitrage Funds In IndiaTop 10 Liquid Funds In India
Top 10 Conservative Funds In IndiaTop 10 Medium Duration Funds In India
Top 10 Dividend Stocks In IndiaTop 10 Medium To Long Duration Funds In India
Top 10 Dynamic Asset Allocation FundsTop 10 Multi Cap Equity Funds In India
Top 10 Dynamic Bond Funds In IndiaTop 10 Mutual Funds In India
Top 10 Elss Funds In IndiaTop 10 Sectoral Funds In India
Top 10 Gilt Funds In IndiaTop 10 Short Duration Funds In India

Most Read Articles:

Make Profit from Intraday Trading
Intraday Trading Strategies
Intraday Tips
What is Intraday Trading?
How to Start Trading Online?
Online Trading
Trading Account
Full Service Broker vs Discount Broker

Leave a Reply

Your email address will not be published. Required fields are marked *

Start your Mutual Fund Investment Now! Open an Account
×

Share your details & Become Sub Broker Now!

  1. Become Sub BrokerOpen Demat Account

Offer valid for limited time.

×

Share your details & Open Demat A/C Now!

  1. Open Demat AccountBecome Sub Broker

Offer valid for limited time.

×

Share your details & Get IPO Allotment Now!

  1. Invest in IPOOpen Demat Account

Offer valid for limited time.

×

Share your details & Invest in PMS Now!

  1. Invest in PMSOpen Demat Account

Offer valid for limited time.