Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹5,000 | 0.59 % | 4★ | ₹11,370 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹5,000 | 0.59 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹11,370 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| To generate capital appreciation from a diversified portfolio of equity and equity related securities. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.4% | 20.5% | 14.5% | 16.8% | ||||
| Category Average | 8.3% | 21.7% | 13.7% | - |
Scheme Allocation
Holding
Sector
Asset
St Bk of India
ICICI Bank
Axis Bank
Reliance Industr
Larsen & Toubro
Others
Fund House Details
Kotak Equity Opportunities – Direct Growth
Fund Manager
Harsha Upadhyaya
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. |
|---|
Advance Ratio
| 0.02 | 1.09 | 0.88 | 0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
-
Equity | Sectoral / Thematic Mutual Funds | 4
19.2%26.1%12.4%1Y3Y5Y -
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
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"
The Kotak Equity Opportunities – Direct Growth has delivered 16.8% since inception
The NAV of Kotak Equity Opportunities – Direct Growth is ₹237.6 as of 02 December 2022.
The expense ratio of Kotak Equity Opportunities – Direct Growth is 0.59 % as of 02 December 2022.
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”.
