Home  »  Mutual Fund  »  Kotak Emerging Equity Scheme Regular Plan

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 Rank 3

Background of Kotak Emerging Equity Scheme Regular Plan

Name of Fund Kotak Emerging Equity Scheme Regular Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: Midcap
Fund Manager Pankaj Tibrewal
Launch Date 1-Mar-2007

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

    Fill Your Details Here


    Kotak Emerging Equity Scheme Regular Plan Performance

    Risk Grade Below Average
    Return Grade Above 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/Securities 61
    Total Bonds
    Avg Market Cap (in cr) 12095
    Portfolio P/B Ratio 3.89
    Portfolio P/E Ratio 28.54
    3Y Earning Growth (%) 13.82
    Average Matuarity
    Avg 52 Week High
    Avg 52 Week Low
    Average Credit Rating

    Know about other Mutual Funds


    Kotak Emerging Equity Scheme Regular Plan Composition

    Equity 96.75%
    Debt 0.15%
    Cash 3.09%
    Debentures
    Bonds
    NON Converitbles
    Zero Coupons
    Bonds (short term)
    Repo

    Kotak Emerging Equity Scheme Regular Plan Risk Analysis

    Standard Deviation 17.06
    Sharpe Ratio 0.33
    Beta 0.88
    R Square 0.95
    Alpha -0.89

    Kotak Emerging Equity Scheme Regular Plan NAV – Yearly

    2018 36.8
    2017 42.1
    2016 29.44
    2015 26.68
    2014 24.61
    52 Week High (NAV) 42.84
    52 Week Low (NAV) 33.52

    Get detailed analysis of other Mutual Funds


    Kotak Emerging Equity Scheme Regular Plan Returns – Yearly

    2018 -12.590%
    2017 43.000%
    2016 10.360%
    2015 8.420%
    2014 87.320%

    Kotak Emerging Equity Scheme Regular Plan AUM

    2018 3300
    2017 2720
    2016 1191
    2015 792
    2014 274

    Regular Plan Expense Ratio

    2018
    2017 2.380%
    2016 2.580%
    2015 2.710%
    2014 2.890%

    Kotak Emerging Equity Scheme Regular Plan Quarterly Returns

    2018 Q1 -7.400%
    2018 Q2 -2.810%
    2018 Q3 -6.800%
    2018 Q4
    2017 Q1 19.310%
    2017 Q2 3.190%
    2017 Q3 2.310%
    2017 Q4 13.530%
    2016 Q1 -5.650%
    2016 Q2 14.690%
    2016 Q3 8.900%
    2016 Q4 -6.350%
    2015 Q1 4.670%
    2015 Q2 0.130%
    2015 Q3 0.930%
    2015 Q4 2.500%
    2014 Q1 6.940%
    2014 Q2 31.470%
    2014 Q3 15.080%
    2014 Q4 16.040%

    Find details on other Mutual Funds


    Regular Plan Weightage by Sector

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

    Regular Plan Weightage by Securities Holding

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

    Regular Plan Investment Information

    AMC Kotak Mahindra Asset Management Company Ltd
    Registrar Computer Age Management Services Ltd.
    Minimum Investment 5000
    Minimum SIP Investment 1000
    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


      More on Mutual Funds

      Most Read Articles:

      Start your Mutual Fund Investment Now! Open an Account