Kotak Equity Opportunities Fund Direct Growth-1.35%

4Groww
-5.11%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Opportunities Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.16%
NAV126.47 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size2,488 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Opportunities Fund Direct Growth
-5.1%
8.3%
11.5%
13.7%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity6.8%
    Reliance Industries Ltd.EnergyEquity5.7%
    ICICI Bank Ltd. Financial ServicesEquity5.4%
    Tata Consultancy Services Ltd.ITEquity5.2%
    Infosys Ltd.ITEquity4.5%
    Larsen & Toubro Ltd.ConstructionEquity4.3%
    Bharat Financial Inclusion Ltd.Financial ServicesEquity4.0%
    Gujarat State Petronet Ltd.EnergyEquity3.0%
    Axis Bank Ltd.Financial ServicesEquity2.9%
    AIA Engineering Ltd.Industrial ManufacturingEquity2.9%
    See All

    Fund Managers

    addHarsha Upadhyaya
    Education
    Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
    Experience
    Prior to joining Kotak Mutual fund he has worked with DSP Investment Managers Ltd. and UTI AMC.
    Funds Managed

    Other Details

    Kotak Equity Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Harsha Upadhyaya is the Current Fund Manager of Kotak Equity Opportunities Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,488 Cr and the Latest NAV as of 08 Jul 2019 is ₹126.47.

    The Kotak Equity Opportunities Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    To generate capital appreciation from a diversified portfolio of equity and equity related securities.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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