Kotak Emerging Equity Fund is an open-ended equity scheme that predominantly invests in Mid Cap companies that have the potential to shine in the future. Thus, giving your investment the opportunity of better growth.

Why Mid Cap Fund?

Midcap has potential to generate high returns.

Benefit from Domestic Economy: Mid Cap companies belong to high growth sectors or have niche market presence and are positioned to benefit from growing economy. Investors can also benefit from Earnings growth and Price/Earnings (P/E) mutiple expansions in the future.

High Growth Potential: Over the long term, buiness of MidCap companies tends to exhibit significantly higher growth in revenues and earnings compared to broader market which also reflects in the outperformance of their stocks over the long term.

Re-valuation Opportunities: Midcap companies are relatively under-researched, so, they present fertile grounds to exploit significant gaps between market price and intrinsic values.

Simplicity of Analysis: Most Midcap companies are simpler to analyse and they present opportunities to enter into niche or sunrise industries.

Why Kotak Emerging Equity Fund?

• Mid Cap stocks offer long-term growth potential
• It gives the opportunity of better growth over a long period of time
• It could act as a high alpha product in the investors' portfolios

Investment Strategy

1. Identifies the hidden growth potential of mid-sized companies
2. Portfolio exhibits higher volatility than Large Caps
3. Buy and hold strategy

Fund Details

Investment Objective: 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 and small cap companies. However, there is no assurance that the objective of the scheme will be realized.

Fund Manager: Mr. Pankaj Tibrewal

Benchmark: Nifty Mid Cap 100 TRI

Allotment Date: March 30, 2007

Minimum Investment Amount:

Initial Investment: INR 5000 and in multiple of Re.1 for purchase and for 0.01 for switches

Additional Investment: INR 1000 & in multiples of 1

Ideal Investments Horizon:3 Years and above

Entry Load: Nil

Exit Load: a. For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment:1% b. For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL

Any exit load charged (net off Goods and Services Tax, if any) shall be credited back to the respective Scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.