Kotak Emerging Equity Fund
(Midcap Fund - An open-ended equity scheme predominantly investing in mid-cap companies that have the potential to shine in the future. Thus, giving your investment the opportunity for better growth )
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Mid-cap is an approximate term that encapsulates companies and stocks that fall between the large and small-cap categories. The term market capitalisation is reckoned with the help of a company’s outstanding number of shares and the value of each share. Midcap Category is from 101st to 250th company market capitalization.
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Why invest in Mid Cap Funds?
āInvesting in Tomorrow's Leader Today!!
Benefits from Domestic Economy
Mid-cap companies have niche market presence and are positioned to benefit from a growing economy. Investors can also benefit from Earnings Growth and Price Earnings (P/E) multiple expansion in failure.
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High Growth Potential
Over the long term, the business of mid-cap companies tends to exhibit significantly higher growth in revenues and earnings compared to the broader market which also reflects in the outperformance of their stocks over the long term.
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Re Valuation Opportunities
Mid Cap companies are relatively under-researched so, they resent fertile grounds to exploit significant gaps between market price and intrinsic values.
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Simplicity of Analysis
Most Mid-cap companies are simpler to analyse and they present opportunities to enter into niche or sunrise industries.
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For a Long Term Investor, SIP in the Midcap index even in the Worst Case Scenario was Enriching
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SIP assumed at Rs 25,000 per month in Nifty Midcap 150 Index (April 2005 to May 2023)
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Why Kotak Emerging Equity Fund?
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Mid-Cap Stocks offer long-term growth potential
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It gives the opportunity for better growth over a long period of time
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MidCaps Offer A More Versatile Exposure
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Large-cap ( Nifty 50 TRI ) -
Exposure in 14 sectors - High Concentration Risk
(Top 5 Sectors account for 79%)
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Mid Cap ( Nifty 150 TRI) -
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Well-rounded exposure in 19 sectors
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( Top 5 sectors account for 62%)
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Nifty 150 Index is more diversified vis-a-vis the Nifty 50 index at both sectors and stock levels.
Investment Strategy :
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Identifies the hidden growth potential of mid-cap-sized companies
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Portfolio exhibits higher volatility than large caps
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Buy and Hold Strategy
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Minimum Investment:
Initial Investment: 100 and in multiple of `1 for purchase and for `0.01 for switches Additional Investment: `100 & in multiples of `1 Ideal investments Horizon: 3 years & above
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Investment Objective
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The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity-related securities, by investing predominantly in mid-companies. The scheme may also invest in debt and money market instruments, as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.
Type of Scheme
Mid-cap fund - An open-ended equity scheme predominantly investing in mid-cap stocks
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Benchmark Index
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The performance of this Scheme is benchmarked against the NIFTY Midcap 150 (TRI). NIFTY Midcap 150 represents the next 150 companies (companies ranked 101-250) based on full market capitalisation from NIFTY 500. This index intends to measure the performance of mid-market capitalisation companies.
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Fund Manager
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The fund is managed by Mr Pankaj Tibrewal since 1st January 2013. Mr. Tibrewal has a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K. Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
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