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Kotak Mahindra Mutual Fund

Kotak Equity Opportunities Fund Direct - Growth

NAV
returns change indicator
133.7010
as on 13 Aug 2020, 11:15 PM
0.5050(0.38%)
Last Change
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Scheme Ratings

5
starstarstarstarstar
rated by Morningstar
5
starstarstarstarstar
rated by CRISIL
4
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
1,000
Suggested Date
17th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
110,949
star
114,894
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
14,894
Profit (absolute return)
14.89%
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
19.90%
In the last 6 months
7.50%
In the last 1 year
8.47%
In the last 3 years
14.89%
In the last 5 years
50.42%
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 31 Jul 2020, 05:30 AM
3,517.10 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
0.84%
Expense Ratio
Plan
Growth
1.84%
Cash Holding
Benchmark
NIFTY 200 Total Return Index
Scheme Document
Benchmark
NIFTY 200 Total Return Index
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Jul 2020
Sort By
Financial
16.75%
589.11 Cr
Energy
15.82%
556.41 Cr
Construction
11.41%
401.30 Cr
FMCG
10.63%
373.87 Cr
Technology
8.72%
306.69 Cr
Engineering
8.12%
285.59 Cr
Chemicals
6.24%
219.47 Cr
Healthcare
5.95%
209.27 Cr
Metals
4.73%
166.36 Cr
Diversified
3.34%
117.47 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Jul 2020
Sort By
Reliance Industries Ltd.
7.52%
264.49 Cr
Infosys Ltd.
4.67%
164.25 Cr
HDFC Bank Ltd.
4.26%
149.83 Cr
Tata Consultancy Services Ltd.
4.05%
142.44 Cr
Coromandel International Ltd.
4.05%
142.44 Cr
Dr. Reddy's Laboratories Ltd.
3.53%
124.15 Cr
Hindustan Unilever Ltd.
3.49%
122.75 Cr
SRF Ltd.
3.34%
117.47 Cr
Britannia Industries Ltd.
3.26%
114.66 Cr
ICICI Bank Ltd.
3.16%
111.14 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 ₹3,517.10 Crores and the latest NAV decalared is ₹133.701 as on 15 Aug 2020 at 12:56 am.
Kotak Equity Opportunities Fund Direct - Growth scheme return performance in last 1 year is 8.47%, in last 3 years is 14.89% and 161.25% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:3,517.10 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
188,865.08 Cr
AUM
107
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