Name: Kotak Equity Opportunities Fund Regular Growth
Brand: Kotak Mahindra Mutual Fund

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Kotak Equity Opportunities Fund Regular Growth
Equity
Large & MidCap
Very High Risk
53.94%
1Y return
-1.07% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 17 Sep 2021₹196.77
Min. SIP amountNA
Rating4star
Fund size₹7,826.77 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.9%19.0%16.0%19.1%
Category average59.0%15.2%14.8%NA
Rank with in category2647NA
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
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity Large & MidCap
thumb_up_altPros
Age is more than 10 years
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
thumb_down_altCons
Higher expense ratio - 1.88%
1Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.88%
31 Jul 2021 - 31 Aug 2021
1.87%
30 Jun 2021 - 31 Jul 2021
1.89%
31 May 2021 - 30 Jun 2021
1.88%
30 Apr 2021 - 31 May 2021
1.89%
31 Mar 2021 - 30 Apr 2021
1.82%
28 Feb 2021 - 31 Mar 2021
1.94%
31 Jan 2021 - 28 Feb 2021
1.96%
31 Dec 2020 - 31 Jan 2021
1.96%
30 Nov 2020 - 31 Dec 2020
1.98%
31 Oct 2020 - 30 Nov 2020
1.98%
30 Sep 2020 - 31 Oct 2020
1.93%
31 Aug 2020 - 30 Sep 2020
2.02%
31 Jul 2020 - 31 Aug 2020
2.03%
30 Jun 2020 - 31 Jul 2020
2.07%
31 May 2020 - 30 Jun 2020
2.10%
30 Apr 2020 - 31 May 2020
2.10%
31 Mar 2020 - 30 Apr 2020
1.84%
29 Feb 2020 - 31 Mar 2020
2.10%
31 Jan 2020 - 29 Feb 2020
2.12%
31 Dec 2019 - 31 Jan 2020
2.02%
30 Nov 2019 - 31 Dec 2019
2.03%
31 Oct 2019 - 30 Nov 2019
2.11%
30 Sep 2019 - 31 Oct 2019
2.14%
31 Aug 2019 - 30 Sep 2019
2.17%
31 Jul 2019 - 31 Aug 2019
2.10%
30 Jun 2019 - 31 Jul 2019
2.15%
31 May 2019 - 30 Jun 2019
2.12%
30 Apr 2019 - 31 May 2019
2.03%
31 Mar 2019 - 30 Apr 2019
2.37%
28 Feb 2019 - 31 Mar 2019
2.13%
31 Jan 2019 - 28 Feb 2019
2.13%
31 Dec 2018 - 31 Jan 2019
2.06%
30 Nov 2018 - 31 Dec 2018
2.15%
31 Oct 2018 - 30 Nov 2018
2.11%
30 Sep 2018 - 31 Oct 2018
2.08%
31 Aug 2018 - 30 Sep 2018
2.10%
31 Jul 2018 - 31 Aug 2018
2.09%
30 Jun 2018 - 31 Jul 2018
2.12%
31 May 2018 - 30 Jun 2018
2.07%
30 Apr 2018 - 31 May 2018
2.07%
31 Mar 2018 - 30 Apr 2018
2.66%
28 Feb 2018 - 31 Mar 2018
2.08%
31 Jan 2018 - 28 Feb 2018
2.07%
31 Dec 2017 - 31 Jan 2018
2.08%
30 Nov 2017 - 31 Dec 2017
2.09%
31 Oct 2017 - 30 Nov 2017
2.10%
Expense ratio, exit load and taxExpense ratio: 1.88%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementHarsha Upadhyaya
Aug 2012 - Present
View details
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Education
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Also manages these schemes
Kotak Equity Opportunities Fund Regular IDCW
Kotak Equity Opportunities Fund Regular Growth
Kotak Tax Saver Fund Regular IDCW
Kotak Tax Saver Fund Regular Growth
Kotak Flexicap Fund Regular IDCW
Kotak Flexicap Fund Regular Growth
Kotak Tax Saver Fund Direct IDCW
Kotak Tax Saver Fund Direct Growth
Kotak Equity Opportunities Fund Direct IDCW
Kotak Equity Opportunities Fund Direct Growth
Kotak Flexicap Fund Direct IDCW
Kotak Flexicap Fund Direct Growth
Kotak ESG Opportunities Fund Regular Growth
Kotak ESG Opportunities Fund Direct IDCW
Kotak ESG Opportunities Fund Direct Growth
Fund house & investment objective
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Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM2,32,434.26 Cr
Date of Incorporation23 Jun 1998
Kotak Equity Opportunities Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available t
Kotak Equity Opportunities Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 23 Jun 1998. Harsha Upadhyaya is the Current Fund Manager of Kotak Equity Opportunities Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,32,434 Cr and the Latest NAV as of 17 Sep 2021 is ₹196.77.
The Kotak Equity Opportunities Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 1000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days...Read more
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.
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.
Fund benchmarkNIFTY 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
E-mail
[email protected]
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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Kotak Equity Opportunities Fund Regular Growth
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	1Y	3Y	5Y	All
Fund returns	53.9%	19.0%	16.0%	19.1%
Category average	59.0%	15.2%	14.8%	NA
Rank with in category	26	4	7	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	5.8%
State Bank of India	Financial	Equity	5.1%
Infosys Ltd.	Technology	Equity	5.1%
Tata Consultancy Services Ltd.	Technology	Equity	3.4%
SRF Ltd.	Diversified	Equity	3.3%
HDFC Bank Ltd.	Financial	Equity	3.3%
Coromandel International Ltd.	Chemicals	Equity	3.0%
Jindal Steel & Power Ltd.	Metals	Equity	3.0%
Reliance Industries Ltd.	Energy	Equity	2.9%
Larsen & Toubro Ltd.	Construction	Equity	2.5%

Rating	4
Fund size	₹7,826.77 Cr