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Kotak Equity Opportunities Fund Regular Growth-2.28%

27.62%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Opportunities Fund Regular Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio1.96%
NAV₹159.69 (26 Feb 2021)
Fund Started09 Sep 2004
Fund Size4,675 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
27.6%
11.6%
17.9%
12.7%
Category Average
28.5%
9.1%
16.5%
-
Rank Within Category
18
4
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 27.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 1.96%
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity6.1%
Tata Consultancy Services Ltd.TechnologyEquity5.4%
HDFC Bank Ltd.FinancialEquity4.0%
ICICI Bank Ltd.FinancialEquity4.0%
Reliance Industries Ltd.EnergyEquity3.7%
SRF Ltd.DiversifiedEquity3.6%
Coromandel International Ltd.ChemicalsEquity3.4%
Jindal Steel & Power Ltd.MetalsEquity2.9%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.7%
Larsen & Toubro Ltd.ConstructionEquity2.7%
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 ₹4,675 Cr and the Latest NAV as of 26 Feb 2021 is ₹159.69.

The Kotak Equity Opportunities Fund Regular Growth is rated Very 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

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.

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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