Kotak Equity Opportunities Fund Regular Growth+0.67%

4
-4.05%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Opportunities Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.10%
NAV116.52 (03 Jul 2020)
Fund Started09 Sep 2004
Fund Size3,009 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Opportunities Fund Regular Growth
-4.0%
2.6%
6.8%
16.8%
Category Average
-12.5%
-1.8%
5.0%
-
Rank within category
4
4
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -4.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.0%
    HDFC Bank Ltd.FinancialEquity4.5%
    ICICI Bank Ltd.FinancialEquity4.5%
    Coromandel International Ltd.ChemicalsEquity3.9%
    Hindustan Unilever Ltd.FMCGEquity3.8%
    SRF Ltd.DiversifiedEquity3.6%
    Infosys Ltd.TechnologyEquity3.4%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.4%
    Indraprastha Gas Ltd.EnergyEquity3.1%
    Gujarat State Petronet Ltd.EnergyEquity3.0%
    See All

    Kotak Equity Opportunities Fund Regular Growth Details

    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 09 Sep 2004. 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 ₹3,009 Cr and the Latest NAV as of 03 Jul 2020 is ₹116.52.

    The Kotak Equity Opportunities Fund Regular 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

    Investment Objective

    To generate capital appreciation from a diversified portfolio of equity and equity related securities.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    23 Jun 1998
    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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