Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Kotak Emerging Equity Scheme-Growth

Ranked 56 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Pankaj Tibrewal

Pankaj Tibrewal joined Kotak AMC in 2010 as an equity fund manager responsible for managing the Kotak Mid-Cap, Kotak Emerging Equity and Kotak Monthly Income Plan. Prior to this, he was with Principal Mutual Fund where he managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Pankaj graduated from St Xavier’s College, Kolkata with a degree in Commerce and from Manchester University with an MA in Finance. Outside of work his interests include Hindi music, travelling and reading.

Objective

The investment objective of the scheme is to generate longterm capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. The asset allocation under the Scheme, under normal circumstances, is as follows: Equity and Equity related Securities Of which, Mid and Small cap Companies-65% to 100%, Other Companies-0% to 35%, Debt & Money Market Instruments-0% to 35%.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 56/307 Total Return
  • Rank 219/307 Standard Deviation
  • Rank 187/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.4% -2.8%
2017 43.0% 19.3% 3.2% 2.3% 13.5%
2016 10.4% -5.7% 14.7% 8.9% -6.4%
2015 8.4% 4.7% 0.1% 0.9% 2.5%
2014 87.3% 6.9% 31.2% 15.1% 16.0%
2013 -5.1% -13.3% -3.3% -7.9% 23.0%
2012 48.0% 22.0% -2.8% 11.8% 11.6%
2011 -26.6% -13.1% 0.0% -6.5% -9.8%
2010 21.2% 4.7% 6.7% 13.5% -4.5%
2009 77.7% -7.4% 39.4% 25.6% 9.6%
2008 -65.2% -36.4% -20.5% -10.0% -23.6%
2007 6.7% 36.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date03/04/2007
  • Share Class size33,274Mn
  • Base currencyINR
  • ISIN INF174K01DS9

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment1,000

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).