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Kotak Mahindra Mutual Fund

Kotak Equity Opportunities Fund Direct-Growth

NAV
returns change indicator
133.8400
as on 10 Dec 2019, 09:50 PM
-0.9990(0.74%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by CRISIL

Start SIP in this Mutual Fund

Min SIP Amount
1,000
Suggested Date
19th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
137,640
star
143,733
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
43,733
Profit (absolute return)
43.73%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
10.50%
In the last 6 months
3.60%
In the last 1 year
14.86%
In the last 3 years
43.73%
In the last 5 years
72.57%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Kotak Equity Opportunities Fund Direct-Growth
Kotak Equity Opportunities Fund Direct-Growth
as of 10 Dec 2019, 09:50 PM
2,731.82 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year. Same for SIP.
1.16%
Expense Ratio
Plan
Growth
1.68%
Cash Holding
Benchmark
NIFTY 200 Total Return Index
Scheme Document
Benchmark
NIFTY 200 Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year. Same for SIP.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
27.48%
750.70 Cr
Energy
15.53%
424.25 Cr
Construction
12.49%
341.20 Cr
Engineering
9.65%
263.62 Cr
Technology
7.50%
204.89 Cr
FMCG
5.47%
149.43 Cr
Chemicals
5.26%
143.69 Cr
Metals
4.32%
118.01 Cr
Healthcare
3.98%
108.73 Cr
Diversified
3.04%
83.05 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
HDFC Bank Ltd.
7.12%
194.51 Cr
Reliance Industries Ltd.
6.16%
168.28 Cr
ICICI Bank Ltd.
6.10%
166.64 Cr
Larsen & Toubro Ltd.
4.31%
117.74 Cr
Axis Bank Ltd.
4.04%
110.37 Cr
Infosys Ltd.
3.76%
102.72 Cr
Tata Consultancy Services Ltd.
3.74%
102.17 Cr
Coromandel International Ltd.
3.12%
85.23 Cr
Gujarat State Petronet Ltd.
2.91%
79.50 Cr
Indraprastha Gas Ltd.
2.87%
78.40 Cr
View All
View All

About Kotak Equity Opportunities Fund Direct-Growth

Kotak Equity Opportunities Fund Direct-Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Harsha Upadhyaya. It has an AUM of ₹2,731.82 Crores and the latest NAV decalared is ₹133.840 as on 10 Dec 2019 at 9:50 pm.
Kotak Equity Opportunities Fund Direct-Growth scheme return performance in last 1 year is 14.86%, in last 3 years is 43.73% and 161.52% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:2,731.82 Cr
Category:Equity: Large & MidCap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.

AMC Information

Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund
View AMC Details
119,299.71 Cr
AUM
111
Schemes
Address
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E)400051
Phone Number
Phone Number
Phone : 022-61152100 / 1800-22-2626
Fax : 022-66384455