Mutual Fund Details

Kotak Equity Opportunities Fund Direct-Growth

Name: Kotak Equity Opportunities Fund Direct-Growth
Brand: Kotak Mahindra Mutual Fund

Equity Large & MidCap

NAV

₹385.9770

as on 02 Dec 2024, 09:00 PM

₹2.7900(0.73%)

Last Change

Scheme Ratings

rated by Value Research

Large & MidCap

Rankings based on | as on Invalid date

Schemes Managed By

Harsha Upadhyaya

Fund Manager

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,76,242

₹1,82,530

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹82,530

Profit (absolute return)

82.53%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

1.18%

In the last 6 months

7.99%

In the last 1 year

34.02%

In the last 3 years

82.53%

In the last 5 years

184.23%

In the last 10 years

384.49%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Kotak Equity Opportunities Fund Direct-Growth

as of 31 Oct 2024, 05:30 AM

₹25,034.05 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

0.50%

Expense Ratio

Plan

Growth

1.84%

Cash Holding

Benchmark

NIFTY Large Midcap 250 Total Return Index

Scheme Document

View

Benchmark

NIFTY Large Midcap 250 Total Return Index

Exit Load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Financial

19.76%

₹4,946.82 Cr

Energy

11.18%

₹2,797.85 Cr

Capital Goods

10.94%

₹2,738.78 Cr

Technology

9.11%

₹2,280.15 Cr

Healthcare

8.62%

₹2,157.26 Cr

Others

40.40%

₹10,113.76 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Financial

19.76%

₹4,946.82 Cr

Energy

11.18%

₹2,797.85 Cr

Capital Goods

10.94%

₹2,738.78 Cr

Technology

9.11%

₹2,280.15 Cr

Healthcare

8.62%

₹2,157.26 Cr

Others

40.40%

₹10,113.76 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

HDFC Bank Ltd.

5.29%

₹1,324.30 Cr

Zomato Ltd.

3.63%

₹908.74 Cr

Infosys Ltd.

3.58%

₹896.22 Cr

State Bank of India

3.31%

₹828.63 Cr

ICICI Bank Ltd.

3.16%

₹791.08 Cr

Others

81.03%

₹20,285.09 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

HDFC Bank Ltd.

5.29%

₹1,324.30 Cr

Zomato Ltd.

3.63%

₹908.74 Cr

Infosys Ltd.

3.58%

₹896.22 Cr

State Bank of India

3.31%

₹828.63 Cr

ICICI Bank Ltd.

3.16%

₹791.08 Cr

Others

81.03%

₹20,285.09 Cr

View All

Funds in this Category

This fund's returns:

22.19%

Return Duration

3 Years

Motilal Oswal Large and Midcap Fund Direct - Growth

Bandhan Core Equity Fund Direct-Growth

Invesco India Large & Mid Cap Fund Direct-Growth

About Kotak Equity Opportunities Fund Direct-Growth

Kotak Equity Opportunities Fund Direct-Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund manager Harsha Upadhyaya. It has an AUM of ₹25,034.05 Crores and the latest NAV decalared is ₹385.977 as on 03 Dec 2024 at 10:42 pm.

Kotak Equity Opportunities Fund Direct-Growth scheme return performance in last 1 year is 34.02%, in last 3 years is 82.53% and 654.18% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.