|Min SIP Amount||₹1000|
|NAV||₹164.00 (27 Jan 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹4,633 Cr|
|Tata Consultancy Services Ltd.||Technology||Equity||5.0%|
|Reliance Industries Ltd.||Energy||Equity||4.9%|
|HDFC Bank Ltd.||Financial||Equity||4.2%|
|ICICI Bank Ltd.||Financial||Equity||4.0%|
|Coromandel International Ltd.||Chemicals||Equity||3.3%|
|Dr. Reddy's Laboratories Ltd.||Healthcare||Equity||3.1%|
|Jindal Steel & Power Ltd.||Metals||Equity||3.0%|
|Hindustan Unilever Ltd.||FMCG||Equity||2.9%|
Kotak Equity Opportunities Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,633 Cr and the Latest NAV as of 27 Jan 2021 is ₹164.00.
The Kotak Equity Opportunities Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. 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.