Kotak Equity Opportunities – Direct Growth

Equity · Large & Mid Cap
 · ★★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.53 %
Expense Ratio
★★★★
Rating
19,861
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 45.4% 23.7% 21.4% 18.2%
Category Average 45.2% 23.3% 20.3% -

Scheme Allocation

By Holding
By Sector
By Asset
3.5%
3.27%
Others
81.41%
View all Holdings
Holdings Sector Instrument Asset
St Bk of India Banks Equity 4.17%
Maruti Suzuki Automobile Equity 4.12%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.53%
HDFC Bank Banks Equity 3.5%
Axis Bank Banks Equity 3.27%
ICICI Bank Banks Equity 3.03%
Bharat Electron Aerospace & Defence Equity 2.89%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.76%
Bharat Forge Castings, Forgings & Fastners Equity 2.67%
Linde India Chemicals Equity 2.63%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.48%
Reliance Industr Refineries Equity 2.39%
Hero Motocorp Automobile Equity 2.32%
Jindal Steel Steel Equity 2.22%
Sun Pharma.Inds. Pharmaceuticals Equity 2.2%
GAIL (India) Gas Distribution Equity 2.19%
SRF Chemicals Equity 1.93%
Apollo Tyres Tyres Equity 1.93%
A B B Capital Goods - Electrical Equipment Equity 1.92%
Thermax Capital Goods-Non Electrical Equipment Equity 1.79%
J K Cements Cement Equity 1.74%
Infosys IT - Software Equity 1.73%
Blue Star Consumer Durables Equity 1.7%
UltraTech Cem. Cement Equity 1.62%
H P C L Refineries Equity 1.56%
Ashok Leyland Automobile Equity 1.42%
CRISIL Credit Rating Agencies Equity 1.42%
Bharti Airtel Telecomm-Service Equity 1.39%
B P C L Refineries Equity 1.36%
Coromandel Inter Fertilizers Equity 1.33%
TCS IT - Software Equity 1.32%
Guj.St.Petronet Gas Distribution Equity 1.22%
Oberoi Realty Realty Equity 1.19%
Exide Inds. Auto Ancillaries Equity 1.17%
Ipca Labs. Pharmaceuticals Equity 1.14%
Cipla Pharmaceuticals Equity 1.13%
Shriram Finance Finance Equity 1.07%
Petronet LNG Gas Distribution Equity 1.06%
Schaeffler India Bearings Equity 1.04%
United Spirits Alcoholic Beverages Equity 0.97%
Voltas Consumer Durables Equity 0.94%
Max Financial Finance Equity 0.92%
AIA Engineering Castings, Forgings & Fastners Equity 0.91%
Hind. Unilever FMCG Equity 0.91%
Mphasis IT - Software Equity 0.9%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.86%
AU Small Finance Banks Equity 0.74%
Sun TV Network Entertainment Equity 0.73%
Tata Chemicals Chemicals Equity 0.7%
Glaxosmi. Pharma Pharmaceuticals Equity 0.65%
Honeywell Auto Electronics Equity 0.64%
Balkrishna Inds Tyres Equity 0.64%
Hindalco Inds. Non Ferrous Metals Equity 0.62%
Coforge IT - Software Equity 0.61%
Bosch Auto Ancillaries Equity 0.6%
Indraprastha Gas Gas Distribution Equity 0.6%
Container Corpn. Logistics Equity 0.53%
Bank of Baroda Banks Equity 0.53%
Fortis Health. Healthcare Equity 0.49%
BEML Ltd Aerospace & Defence Equity 0.48%
Ajanta Pharma Pharmaceuticals Equity 0.45%
The Ramco Cement Cement Equity 0.45%
Astra Microwave Aerospace & Defence Equity 0.44%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.42%
Vedant Fashions Retail Equity 0.37%
Bharti Airtel PP Telecomm-Service Equity 0.06%
Banks
15.7%
Industrial Products
6.33%
Automobiles
6.1%
Auto Components
5.86%
Pharmaceuticals & Biotech
5.63%
Others
60.38%
View all Sectors
Sectors Asset
Banks 15.7%
Industrial Products 6.33%
Automobiles 6.1%
Auto Components 5.86%
Pharmaceuticals & Biotech 5.63%
Gas 5.49%
IT-Software 5.26%
Petroleum Products 5.26%
Chemicals & Petrochemical 5.2%
Cement & Cement Products 4.2%
Construction 4.2%
Aerospace & Defense 3.54%
Electrical Equipments 3.33%
Consumer Durables 3.18%
Finance 2.8%
Retailing 2.76%
Ferrous Metals 2.11%
Agricultural, Commercial 1.96%
Debt 1.73%
Fertilisers & Agrochemica 1.38%
Telecom-Services 1.38%
Realty 1.13%
Beverages 1.04%
Diversified FMCG 1.01%
Insurance 0.93%
Entertainment 0.77%
Industrial Manufacturing 0.66%
Transport Services 0.61%
Non-Ferrous Metals 0.58%
Healthcare Services 0.49%
Others 0.4%
Cash & Others -1.02%
Equity
96.71%
Reverse Repos
2.59%
Mutual Funds Units
0.39%
Net Curr Ass/Net Receivables
0.31%

Advance Ratio

2.07
Alpha
3.37
SD
0.85
Beta
1.2
Sharpe

Exit Load

Exit Load For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Fund Objective

A Large & MidCap mutual fund strategy from Kotak Mahindra Mutual Fund is the Kotak Equity Opportunities Fund Direct-Growth. This Fund was established on January 1, 2013. Therefore it has been around for ten years.
Kotak Equity Opportunities Fund Direct-Growth is a medium-sized fund in its category with assets under management of Rs 11,555 Crores as of December 31, 2022. The 1-year direct growth returns for Kotak Equity Opportunities Fund are 6.12%. The fund is managed by Harsha Upadhyaya.

Pros and Cons

Pros

Cons

The Fund’s expense ratio, which is 0.59%, is lower than that of the majority of other Large & Midcap funds. The investor has to stay in the Funds in the scheme for at least five years or more for healthy wealth creation.
The assets ideally appreciate over a long time horizon so as to be able to beat inflation.  
This Fund is very liquid and can be readily repurchased at applicable NAV.  

 

How to Invest in Kotak Equity Opportunity?

Through investments in large- and mid-cap firm equities, the Kotak Equity Opportunities Fund provides long-term capital appreciation to its clients. The varied portfolio generates steady gains that balance out any losses brought on by market turbulence. The Fund is appropriate for investors with high-risk appetites who are prepared to hold onto their investments for longer time horizons and better rewards.
On 5paisa.com, Investing in Kotak Equity Opportunities Fund is fast, easy, and 100% digital without the need for paperwork. It takes only a few minutes to complete.

What is the Expense Ratio?

The term’ Expense Ratio’ is the annual money one needs to pay as remuneration to the company for managing your investments in that mutual Fund. It would help if you went for a lesser expense ratio, as the fund operating fees get deducted by this, leading to greater returns.

Who should invest in Kotak Equity Opportunity?

In order to achieve long-term appreciation, the Kotak Equity Opportunities programme is best suited for investors with a similar risk profile and time horizon.
Investors seeking large-scale profits choose to invest here as thereby they are also able to hold their investments for at least three to four years. These investors should also be prepared for the risk of experiencing modest losses on their assets at the same time.

Since its debut, the Kotak Equity Opportunities Fund Direct-Growth has generated average yearly returns of 6.12%. Thus, investors with a bigger scope for returns are suitable for investing in this fund.
Long-term capital gain tax will be imposed if sold after one year from the acquisition date. If your total long-term capital gain surpasses 1 lakh, the current tax rate would be 10%. There are no CESS or surcharges involved. Therefore, investors who are able to bear the tax burden in the long-term appreciation are advised to invest in Kotak Equity Opportunity.

Benefits

● The investor can choose from a variety of options, including the AMC or a wide-ranging distributor network, to buy units in the Kotak Opportunities Fund. The investor can also search for Growth or IDCW choices that suit their personal interests. The minimum initial investment is Rs. 5000 for lump sum investments and Rs. 1000 for SIP facilities.
● The Kotak Opportunities Fund is an open-ended investment vehicle that offers redemption and switching options depending on the applicable NAV each business day. According to SBI regulations, the AM must send the redemption profits within ten days, or else they would be subject to a 15% annual interest charge.
● The 1-year Direct-Growth returns for Kotak Equity Opportunities Fund are 6.12%. It has generated 15.81% average yearly returns since the start. Every three years, the Fund has doubled the amount invested in it.
● State Bank of India, ICICI Bank Ltd., Axis Bank Ltd., Reliance Industries Ltd., and Larsen & Toubro Ltd. are the big-shot five holdings of the Fund, ensuring greater returns to the investor.
● The Kotak Equity Opportunities Fund Direct-Growth scheme has a consistency of return that is comparable to the majority of funds in its class. It has a mediocre capacity to limit losses in a down market.
● The financial, capital goods, automotive, energy, and chemical industries are where the Fund holds the majority of its investments. Compared to other funds in the category, it has acquired much more exposure in the various financial sectors and can guarantee a diverse portfolio.

Fund Managers

Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager

Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Equity Opportunities – Direct Growth ?

You can invest in Kotak Equity Opportunities – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Equity Opportunities – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Equity Opportunities – Direct Growth ?

The NAV of Kotak Equity Opportunities – Direct Growth is ₹335.8 as of 23 April 2024.

How to redeem Kotak Equity Opportunities – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Equity Opportunities – Direct Growth?

The minimum SIP amount of Kotak Equity Opportunities – Direct Growth is ₹100

What are the top sectors Kotak Equity Opportunities – Direct Growth has invested in?

The top sectors Kotak Equity Opportunities – Direct Growth has invested in are
  1. Banks - 15.7%
  2. Industrial Products - 6.33%
  3. Automobiles - 6.1%
  4. Auto Components - 5.86%
  5. Pharmaceuticals & Biotech - 5.63%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Equity Opportunities – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Equity Opportunities – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak Equity Opportunities – Direct Growth generated ?

The Kotak Equity Opportunities – Direct Growth has delivered 18.2% since inception

What is the expense ratio of Kotak Equity Opportunities – Direct Growth ?

The expense ratio of Kotak Equity Opportunities – Direct Growth is 0.53 % as of 23 April 2024.

What is the AUM of Kotak Equity Opportunities – Direct Growth?

The AUM of Kotak Equity Opportunities – Direct Growth is ₹3,12,371 Cr as of 23 April 2024

What are the top stock holdings of Kotak Equity Opportunities – Direct Growth?

The top stock holdings of Kotak Equity Opportunities – Direct Growth are
  1. St Bk of India - 4.17%
  2. Maruti Suzuki - 4.12%
  3. Larsen & Toubro - 3.53%
  4. HDFC Bank - 3.5%
  5. Axis Bank - 3.27%

How can I redeem my investments in Kotak Equity Opportunities – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Equity Opportunities – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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