| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.02% |
| NAV | ₹127.82 (17 Sep 2020) |
|---|---|
| Fund Started | 09 Sep 2004 |
| Fund Size | ₹3,637 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 7.3% |
| Infosys Ltd. | Technology | Equity | 5.9% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.3% |
| HDFC Bank Ltd. | Financial | Equity | 4.1% |
| Coromandel International Ltd. | Chemicals | Equity | 3.8% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| SRF Ltd. | Diversified | Equity | 3.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.2% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.2% |
| Britannia Industries Ltd. | FMCG | Equity | 3.1% |
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 ₹3,637 Cr and the Latest NAV as of 17 Sep 2020 is ₹127.82.
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
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.