Kotak Emerging Equity Scheme
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Equity, Debt, Money Market Instruments
Stage Focus
Growth
Geographical Focus
India
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Infrastructure
- Telecommunications
- Utilities
- Media
- Automotive
- Retail
- Transportation
- Construction
- Pharmaceuticals
Investment Size:
1,000 to 1,000,000 USD
Investor Details Founded: 2007
An open-ended mid-cap equity mutual fund scheme managed by Kotak Mahindra Asset Management Company. The scheme aims to generate long-term capital appreciation by predominantly investing in mid-cap companies, with the flexibility to invest in debt and money market instruments as per the asset allocation table. The fund was launched on March 30, 2007, and as of May 31, 2025, it had an asset under management (AUM) of ₹53,464 crores. The fund is managed by Atul Bhole.
The investment strategy focuses on identifying growth opportunities in mid-cap companies across various sectors, including technology, healthcare, consumer goods, financial services, real estate, telecommunications, energy, automotive, pharmaceuticals, retail, media, infrastructure, utilities, construction, and transportation. The fund's portfolio is diversified across these industries to mitigate risk and capitalize on sectoral growth.
Since its inception, the fund has demonstrated a commitment to delivering consistent returns, with a return of 31.66% over the past five years as of May 31, 2025. The fund's performance is benchmarked against the NIFTY Midcap 100 Total Return Index, reflecting its focus on mid-cap stocks. Investors are encouraged to review the fund's performance and portfolio composition regularly to make informed investment decisions.
Requirements
- Minimum initial investment: ₹1,000
- Minimum additional investment: ₹1,000
- Minimum SIP amount: ₹1,000
- Minimum SIP frequency: Monthly
Contact
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Portfolio Companies
- Solar Industries India Ltd.
- Fortis Healthcare Ltd.
- IPCA Laboratories Ltd.
- Mphasis Ltd.
- GE Vernova T&D India Ltd.
- Dixon Technologies India Ltd.
- Oberoi Realty Ltd.
- J.K. Cement Ltd.
- Coromandel International Ltd.
- Oracle Financial Services Software Ltd.
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