Fund Details
Kotak Equity Opportunities Fund Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.96% |
| NAV | ₹159.69 (26 Feb 2021) |
|---|---|
| Fund Started | 09 Sep 2004 |
| Fund Size | ₹4,675 Cr |
Returns
Comparison
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
1. Higher expense ratio - 1.96%
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 6.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.0% |
| Reliance Industries Ltd. | Energy | Equity | 3.7% |
| SRF Ltd. | Diversified | Equity | 3.6% |
| Coromandel International Ltd. | Chemicals | Equity | 3.4% |
| Jindal Steel & Power Ltd. | Metals | Equity | 2.9% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
| Larsen & Toubro Ltd. | Construction | 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 ₹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.
