Kotak Equity Opportunities – Direct Growth

Equity | Large & Mid Cap Funds
 | 4
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

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
5.55%
ICICI Bank
5.55%
Axis Bank
4.62%
Reliance Industr
3.81%
Larsen & Toubro
3.38%
Others
77.09%
Banks
19.4%
Industrial Products
7.41%
Construction & Others
4.36%
Finance
3.83%
Petroleum Products
3.81%
Others
61.19%
Equity
96.44%
Reverse Repos
3.27%
Net Curr Ass/Net Receivables
0.19%
Mutual Funds Units
0.1%
Others
0%

Fund House Details

Kotak Mahindra Mutual Fund

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

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”.
Invest Now