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Kotak Equity Opportunities Fund Direct Growth

Equity
Large & MidCap
Very High Risk
56.81%
1Y return
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹204.82
Min. SIP Amount₹1,000
Rating5star
Fund Size₹6,823.89 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns56.8%17.7%17.2%17.5%
Category average59.0%15.2%14.8%NA
Rank with in category2157NA
Understand termsinfo

Holdings (53)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.8%
State Bank of India
FinancialEquity5.1%
Infosys Ltd.TechnologyEquity5.1%
Tata Consultancy Services Ltd.TechnologyEquity3.4%
SRF Ltd.DiversifiedEquity3.3%
HDFC Bank Ltd.FinancialEquity3.3%
Coromandel International Ltd.ChemicalsEquity3.0%
Jindal Steel & Power Ltd.MetalsEquity3.0%
Reliance Industries Ltd.EnergyEquity2.9%
Larsen & Toubro Ltd.ConstructionEquity2.5%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.7%

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 termsinfo

Minimum investment amounts

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

Fund house & investment objective

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Fund house contact details

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