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Kotak Equity Opportunities Fund Direct Growth

Equity
Large & MidCap
Very High Risk
16.28%
3Y annualised
+1.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Jul 2022₹202.61
Min. SIP amount₹1,000
Rating4
Fund size₹9,410.46Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.5%16.3%12.2%15.6%
Category average59.0%15.2%14.8%NA
Rank with in category1187NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.6%
State Bank of IndiaFinancialEquity4.7%
Reliance Industries Ltd.EnergyEquity4.2%
SRF Ltd.DiversifiedEquity3.9%
Infosys Ltd.TechnologyEquity3.7%
Axis Bank Ltd.FinancialEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.3%
Bajaj Finance Ltd.FinancialEquity2.7%
ITC Ltd.Consumer StaplesEquity2.7%
Linde India Ltd.ChemicalsEquity2.6%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

3Y annualised returns higher than category average by 1.09%
1Y and 5Y annualised returns lower than category average
Higher alpha: 2.67 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Lower expense ratio: 0.6%

Expense ratio, exit load and tax

Expense ratio: 0.60%

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₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Arjun Khanna
Mar 2022 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
Amc Image
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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FAQs

How to Invest in Kotak Equity Opportunities Fund Direct Growth?

You can easily invest in Kotak Equity Opportunities Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Kotak Equity Opportunities Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Kotak Equity Opportunities Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Kotak Equity Opportunities Fund Direct Growth provide?

The Kotak Equity Opportunities Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 2.49% since its inception.

How much expense ratio is charged by Kotak Equity Opportunities Fund Direct Growth?

The term Expense Ratio used for Kotak Equity Opportunities Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Kotak Equity Opportunities Fund Direct Growth is 0.60% as of 07 Jul 2022...

What is the AUM of Kotak Equity Opportunities Fund Direct Growth?

The AUM, short for Assets Under Management of Kotak Equity Opportunities Fund Direct Growth is ₹9,410.46Cr as of 07 Jul 2022.

How to Redeem Kotak Equity Opportunities Fund Direct Growth?

If you want to sell your Kotak Equity Opportunities Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Kotak Equity Opportunities Fund Direct Growth?

You can select either SIP or Lumpsum investment of Kotak Equity Opportunities Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak Equity Opportunities Fund Direct Growth?

The NAV of Kotak Equity Opportunities Fund Direct Growth is ₹202.61 as of 06 Jul 2022.

What is the PE and PB ratio of Kotak Equity Opportunities Fund Direct Growth?

The PE ratio ratio of Kotak Equity Opportunities Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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