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Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Equity Opportunities Fund Direct IDCW

Kotak Equity Opportunities Fund Direct IDCW

Equity
Large & MidCap
Very High Risk
Payout
20.98%
3Y annualised
-2.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Jan 2022₹37.79
Min. SIP amount₹1,000
Rating4
Fund size₹8,663.25Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.7%21.0%16.9%17.0%
Category average59.0%15.2%14.8%NA
Rank with in category22118NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
FinancialEquity5.9%
TechnologyEquity5.0%
FinancialEquity4.8%
DiversifiedEquity4.2%
ConstructionEquity4.2%
FinancialEquity3.3%
TechnologyEquity3.0%
EnergyEquity2.6%
FinancialEquity2.6%
EngineeringEquity2.3%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 2.78 The fund has generated returns higher than benchmark - NIFTY 200 TRI - in the last 3Y
Lower expense ratio: 0.62%

Cons

1Y annualised returns lower than category average by 28.75%

Expense ratio, exit load and tax

Expense ratio: 0.62%

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₹2,00,000
Min. for 2nd investment onwards₹2,00,000
Min. for SIP₹1,000

Fund house & investment objective

Fund house contact details

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FAQs

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