Kotak Equity Opportunities Fund Direct Dividend-0.90%

7.66%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Opportunities Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.82%
NAV25.53 (28 Oct 2020)
Fund Started01 Jan 2013
Fund Size3,757 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Opportunities Fund Direct Dividend
7.7%
4.7%
10.7%
13.6%
Category Average
1.9%
0.8%
7.5%
-
Rank within category
5
6
5
-
*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
    0
    with 7.7% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.6%
    Infosys Ltd.TechnologyEquity6.2%
    Tata Consultancy Services Ltd.TechnologyEquity6.0%
    HDFC Bank Ltd.FinancialEquity3.9%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.8%
    Coromandel International Ltd.ChemicalsEquity3.8%
    SRF Ltd.DiversifiedEquity3.4%
    Hindustan Unilever Ltd.FMCGEquity3.1%
    Britannia Industries Ltd.FMCGEquity3.0%
    ICICI Bank Ltd.FinancialEquity3.0%
    See All

    Kotak Equity Opportunities Fund Direct Dividend Details

    Kotak Equity Opportunities Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Harsha Upadhyaya is the Current Fund Manager of Kotak Equity Opportunities Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹3,757 Cr and the Latest NAV as of 28 Oct 2020 is ₹25.53.

    The Kotak Equity Opportunities Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 200000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

    Investment Objective

    The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹200000
    Min for First Investment
    ₹200000
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
    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
    23 Jun 1998
    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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