Kotak Equity Opportunities Direct Growth - Regular - Latest NAV [ ₹380.279 ], Returns, Performance, Portfolio & Returns 2025

Kotak Equity Opportunities Direct Growth

Very High Risk

Equity

5 Star

NAV as of May 16, 2025

380.28

0.44%1D Change

Returns since inception

17.64%p.a.

Very High Risk

Equity

5 Star

NAV as of May 16, 2025

380.28

0.44%1D Change

Returns since inception

17.64%p.a.

Kotak Equity Opportunities Direct Growth

Very High Risk|Equity|5 Star
NAV as of May 16, 2025

380.28

0.44%1D

Returns since inception

17.64%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • Rating5 Star
  • Expense ratio0.57%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹25,712.24 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹500 & Lump. ₹500
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
HDFC Bank Ltd6.74%
ICICI Bank Ltd3.88%
Bharat Electronics Ltd3.42%
Infosys Ltd3.38%
State Bank of India3.37%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Motilal Oswal Large and M...₹ 9,176 Cr
35.45 | 1.88%
Very High
DSP Equity Opportunities ...₹ 9,112 Cr
467.99 | 0.83%
Very High
Canara Robeco Emerging Eq...₹ 24,041 Cr
289.16 | 0.72%
Very High
UTI Large & Mid Cap Fund-...₹ 4,349 Cr
187.59 | 0.41%
Very High

NAV History - Kotak Equity Opportunities Fund - Direct Plan - Growth

FUND

Kotak Equity Opportunities Fund - Direct Plan - Growth

NAV (May 16, 2025)₹380.28
ClassEquity | Multi-Cap
Inception DateJan 01, 2013
Fund ManagerHarsha Upadhyaya

FUND

Kotak Equity Opportunities Fund - Direct Plan - Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹500
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Kotak Equity Opportu...4.99%7.03%11.29%2.1%8.72%24.07%

About Kotak Mahindra Asset Management Co Ltd

Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.

Kotak Mahindra Asset Management Co Ltd Details

  • No. of schemes124
  • Total AUM₹233,780.35 Crore
  • AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
  • Phone+91 22 61152100

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.65 Lakhs ₹
Min investment of ₹500 required