Kotak Equity Opportunities Fund Direct IDCW

Equity
Large & MidCap
Very High Risk
Payout
22.49%
3Y annualised
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Feb 2024₹56.56
Min. SIP amount₹100
Rating5
Fund size₹18,315.08Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns40.2%22.5%22.2%17.9%
Category average42.4%21.1%20.1%NA
Rank with in category18117NA
Understand terms

Holdings (67)

NameSectorInstrumentAssets
FinancialEquity3.85%
FinancialEquity3.83%
AutomobileEquity3.62%
FinancialEquity3.61%
ConstructionEquity3.54%
AutomobileEquity3.17%
FinancialEquity3.09%
Capital GoodsEquity2.89%
ChemicalsEquity2.49%
EnergyEquity2.49%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 2.22%
Higher alpha: 4.72 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Lower expense ratio: 0.53%

Expense ratio, exit load and tax

Expense ratio: 0.53%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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