Kotak Equity Opportunities Direct Growth
- 16.52%
- (+1.97)201.157
Min amount: ₹1,000
Calculate Returns
₹0 in a period of 20 years
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 16.52% |
| 3 Years | 17.3% |
| 1 Year | 53.71% |
| 6 Months | 24.6% |
| Fund Details | |
|---|---|
| ISIN | INF174K01LF9 |
| Risk | Very High Risk |
| Fund Type | Large & Mid-Cap |
| NAV | 201.157 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| ICICI Bank Ltd | 5.82% |
| State Bank of India | 5.1% |
| Infosys Ltd | 5.1% |
| Triparty Repo | 4.56% |
| Tata Consultancy Services Ltd | 3.43% |
| SRF Ltd | 3.31% |
| HDFC Bank Ltd | 3.29% |
| Coromandel International Ltd | 3.04% |
| Jindal Steel & Power Ltd | 3.03% |
| Reliance Industries Ltd Shs Dematerialised | 2.94% |
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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Min amount: ₹1,000
Calculate Returns
₹0 in a period of 20 years
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