Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Kotak Mahindra Mutual Fund

Kotak Equity Opportunities Fund Direct-Growth

NAV
returns change indicator
128.5520
as on 22 Oct 2019, 10:15 PM
0.0080(0.01%)
Last Change
loaderloader

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
Invest via SIP

Investment Performance

would have given a return of
110,871
star
121,647
star
124,900
star
129,551
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
29,551
Profit (absolute return)
29.55%
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
3.23%
In the last 6 months
1.11%
In the last 1 year
17.20%
In the last 3 years
29.55%
In the last 5 years
76.44%
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 22 Oct 2019, 10:15 PM
2,614.21 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
3.33%
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 30 Sep 2019
Sort By
Financial
27.35%
715.10 Cr
Construction
11.37%
297.23 Cr
Chemicals
4.83%
126.22 Cr
Healthcare
3.91%
102.34 Cr
Cash Holding
3.33%
87.04 Cr

Companies Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
HDFC Bank Ltd.
7.61%
198.94 Cr
ICICI Bank Ltd.
5.97%
156.07 Cr
Reliance Industries Ltd.
5.86%
153.19 Cr
Infosys Ltd.
4.93%
128.88 Cr
Tata Consultancy Services Ltd.
4.82%
126.00 Cr
Larsen & Toubro Ltd.
3.95%
103.26 Cr
Axis Bank Ltd.
3.85%
100.65 Cr
Others
3.33%
87.05 Cr
Gujarat State Petronet Ltd.
3.15%
82.35 Cr
AIA Engineering Ltd.
2.90%
75.81 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 ₹2,614.21 Crores and the latest NAV decalared is ₹128.552 as on 22 Oct 2019 at 10:15 pm.
Kotak Equity Opportunities Fund Direct-Growth scheme return performance in last 1 year is 17.20%, in last 3 years is 29.55% and 151.19% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:2,614.21 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
163,227.83 Cr
AUM
110
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