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KOTAK EMERGING EQUITY SCHEME

High RiskEquityMorning Star5 / 5
Issued by: Kotak Mahindra Asset Management Company Limited
Unit Price (NAV) :
Minimum investment:
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KOTAK EMERGING EQUITY SCHEME

About this Fund

Kotak Emerging Equity Fund invests in a mid-cap focused portfolio by investing in under researched companies which are in a developing stage.

Returns1Y3Y5Y
KOTAK EMERGING EQUITY SCHEME-68.20%-29.28%10.50%

Projected Returns

Investment ofper month
gives returns of :
at 10.50% / annum
in 5 years
amount
for a time period of
time1Y3Y5Y
Returnsbased on historic returns of 10.50% per annum
+ 10.50

Fund Details

Fund Size(AUM) i
Morningstar Ratings 5i
ISIN INF174K01LT0
Asset class Equity
Category Mid Cap Fund

Fund Portfolio Data & Volatility Analysis

Expense ratio 0.62i
Beta 0.94i
Standard Deviation 23.88i

About this Fund

Fund Manager

Pankaj Tibrewal

Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K. He is managing the Kotak Emerging Equity Fund since May 2010 and prior to joining Kotak AMC he has worked with Principal Asset Management Company as Fund Manager.

Tax Implications

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.

Exit Load

1% for redemption within 365 days

KOTAK EMERGING EQUITY SCHEME