|Min SIP Amount||₹1000|
|NAV||₹34.04 (22 Jun 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹6,362 Cr|
|ICICI Bank Ltd.||Financial||Equity||6.2%|
|State Bank of India||Financial||Equity||5.3%|
|HDFC Bank Ltd.||Financial||Equity||3.6%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.5%|
|Jindal Steel & Power Ltd.||Metals||Equity||3.3%|
|Reliance Industries Ltd.||Energy||Equity||3.2%|
|Larsen & Toubro Ltd.||Construction||Equity||2.5%|
|Coromandel International Ltd.||Chemicals||Equity||2.4%|
Kotak Equity Opportunities Fund Direct IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹6,362 Cr and the Latest NAV as of 22 Jun 2021 is ₹34.04.
The Kotak Equity Opportunities Fund Direct IDCW is rated Very 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
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.
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.