Fund Details
Kotak Equity Opportunities Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.98% |
| NAV | ₹142.15 (27 Nov 2020) |
|---|---|
| Fund Started | 09 Sep 2004 |
| Fund Size | ₹3,885 Cr |
Returns
as per Historical Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
5. 3Y Returns are higher than the category average returns
6. 5Y Returns are higher than the category average returns
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
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.05%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.8% |
| Infosys Ltd. | Technology | Equity | 6.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.2% |
| HDFC Bank Ltd. | Financial | Equity | 4.1% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| SRF Ltd. | Diversified | Equity | 3.5% |
| Coromandel International Ltd. | Chemicals | Equity | 3.5% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.0% |
| Britannia Industries Ltd. | FMCG | Equity | 2.7% |
Fund Managers
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 ₹3,885 Cr and the Latest NAV as of 27 Nov 2020 is ₹142.15.
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
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.
