

Kotak Equity Opportunities Fund Growth
Very High Risk
Equity
4 Star
NAV as of May 16, 2025
₹331.87
0.44%1D Change
Returns since inception
18.43%p.a.
Very High Risk
Equity
4 Star
NAV as of May 16, 2025
₹331.87
0.44%1D Change
Returns since inception
18.43%p.a.

Kotak Equity Opportunities Fund Growth
Very High Risk|Equity|4 Star
NAV as of May 16, 2025
₹331.87
0.44%1D
Returns since inception
18.43%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.6%
- Exit Load1% within 365 days
- AUM (Fund size)₹25,712.24 Crore
- Lock-in periodNo Lock-in
- Age20 yrs since Sep 09, 2004
- 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
Equity
97.26%
Debt
0%
Others
2.74%
Top Holdings
Top Sectors
Holding Name | Assets (%) |
---|---|
HDFC Bank Ltd | 6.74% |
ICICI Bank Ltd | 3.88% |
Bharat Electronics Ltd | 3.42% |
Infosys Ltd | 3.38% |
State Bank of India | 3.37% |
Peer Comparison
Overview
Returns
Risk Ratios
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
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
FUND | Kotak Equity Opportunities Fund |
---|---|
NAV (May 16, 2025) | ₹331.87 |
Class | Equity | Multi-Cap |
Inception Date | Sep 09, 2004 |
Fund Manager | Harsha Upadhyaya |
FUND | Kotak Equity Opportunities Fund |
---|---|
Initial Price | ₹10 |
Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|
Kotak Equity Opport... | 4.97% | 6.94% | 11.01% | 1.57% | 7.56% | 22.66% |
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
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Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
9,227 ₹
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