Kotak Equity Opportunities - Growth - Direct - Latest NAV ₹179.896, Returns, Performance & Portfolio

Kotak Equity Opportunities - Growth - Direct

  • highlight
    18.53%
  • highlight
    (--2.41)179.896

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 25.35 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years18.53%
3 Years14.47%
1 Year33.09%
6 Months34.29%
Fund Details
ISININF174K01LF9
Risk
Fund TypeLarge & Mid-Cap
NAV179.896
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd6.1%
Tata Consultancy Services Ltd5.41%
ICICI Bank Ltd4.02%
HDFC Bank Ltd4.02%
Reliance Industries Ltd Shs Dematerialised3.74%
SRF Ltd3.56%
Coromandel International Ltd3.39%
Jindal Steel & Power Ltd2.91%
Larsen & Toubro Ltd Shs Dematerialised2.71%
Dr Reddy's Laboratories Ltd2.71%

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

Rs. 1,000 invested monthly becomes Rs. 25.35 Lakhs 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