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Kotak Mahindra Mutual Fund

Kotak Equity Opportunities Fund Direct - Growth

NAV
returns change indicator
166.9060
as on 22 Jan 2021, 10:35 PM
-1.9660(1.16%)
Last Change
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Start SIP in this Mutual Fund

Min SIP Amount
1,000
Suggested Date
25th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
126,425
star
130,773
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
30,773
Profit (absolute return)
30.77%
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
18.53%
In the last 6 months
27.45%
In the last 1 year
17.50%
In the last 3 years
30.77%
In the last 5 years
117.32%
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 high risk

Scheme Information

Kotak Equity Opportunities Fund Direct - Growth
Kotak Equity Opportunities Fund Direct - Growth
as of 31 Dec 2020, 05:30 AM
4,632.66 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
0.81%
Expense Ratio
Plan
Growth
1.13%
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 Dec 2020
Sort By
Financial
17.40%
806.08 Cr
Energy
11.37%
526.73 Cr
Technology
11.26%
521.64 Cr
Construction
11.20%
518.86 Cr
Healthcare
8.75%
405.36 Cr
FMCG
8.01%
371.08 Cr
Engineering
7.99%
370.15 Cr
Chemicals
5.64%
261.28 Cr
Metals
4.89%
226.54 Cr
Diversified
3.73%
172.80 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
Infosys Ltd.
6.23%
288.61 Cr
Tata Consultancy Services Ltd.
5.03%
233.02 Cr
Reliance Industries Ltd.
4.93%
228.39 Cr
HDFC Bank Ltd.
4.19%
194.11 Cr
ICICI Bank Ltd.
4.04%
187.16 Cr
SRF Ltd.
3.73%
172.80 Cr
Coromandel International Ltd.
3.30%
152.88 Cr
Dr. Reddy's Laboratories Ltd.
3.09%
143.15 Cr
Jindal Steel & Power Ltd.
2.99%
138.52 Cr
Hindustan Unilever Ltd.
2.87%
132.96 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 ₹4,632.66 Crores and the latest NAV decalared is ₹166.906 as on 24 Jan 2021 at 4:39 am.
Kotak Equity Opportunities Fund Direct - Growth scheme return performance in last 1 year is 17.50%, in last 3 years is 30.77% and 226.13% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:4,632.66 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
228,229.41 Cr
AUM
114
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