Kotak Equity Opportunities Direct Growth - Regular - Latest NAV [ ₹201.157 ], Returns, Performance, Portfolio & Returns 2021

Kotak Equity Opportunities Direct Growth

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years16.52%
3 Years17.3%
1 Year53.71%
6 Months24.6%
Fund Details
RiskVery High Risk
Fund TypeLarge & Mid-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd5.82%
State Bank of India5.1%
Infosys Ltd5.1%
Triparty Repo4.56%
Tata Consultancy Services Ltd3.43%
SRF Ltd3.31%
HDFC Bank Ltd3.29%
Coromandel International Ltd3.04%
Jindal Steel & Power Ltd3.03%
Reliance Industries Ltd Shs Dematerialised2.94%

About Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund actively looks for opportunities across sectors and chooses the investment instruments based on performance and potential of the companies. It invests in a mix of large and mid cap stocks from various sectors. The proportion of allocation across sectors mainly depends on the choice of sectors, valuations, and business environment.

Pros and Cons of Kotak Equity Opportunities Fund

The one-year, three-year, and five-year returns of the fund have been higher than that of the category average returns. On the other hand, the risk-adjusted returns of the fund is lower than that of the contemporary fund schemes in the category.

Fund Information and Statistics

i) Inception/Launch Date

Kotak Equity Opportunities Fund was incepted on 9 September 2004.

ii) Risk Level

The fund seems suitable for investors with moderately high risk appetite as the fund predominantly invests in equity and equity-related securities of mid and large cap companies.

iii) Redemption

Kotak Equity Opportunities Fund does not imply a lock-in period for the invested amount. However, an exit load may be charged based on the time of redemption.

iv) Fund Manager

Mr Harsha Upadhyaya is the current Fund Manager for Kotak Equity Opportunities Fund.

v) Entry/Exit Load

Entry load is not applicable on the purchase of mutual fund units as per the norm of SEBI. However, an exit load of 1% is chargeable if you redeem/switch out beyond 10% of the initial investment amount within one year from the date of allotment. After completing one year, no exit load is chargeable.

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund was registered with Securities and Exchange Board of India (SEBI) on 23 June 1998, while the asset management company started its operations in December 1998. The average assets under management of the fund house is Rs.1,67,324.26 crore as on 30 June 2020.

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Frequently Asked Questions

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns