Kotak Equity Opportunities Fund Regular Growth

Equity
Large & MidCap
Very High Risk
28.74%
3Y annualised
+1.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹203.30
Min. SIP amountNot Supported
Rating4
Fund size₹11,608.35Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.7%28.7%12.8%17.6%
Category average-0.3%28.6%10.6%NA
Rank with in category6124NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.1%
State Bank of IndiaFinancialEquity5.0%
Axis Bank Ltd.FinancialEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity3.5%
Reliance Industries Ltd.EnergyEquity3.4%
Maruti Suzuki India Ltd.AutomobileEquity3.3%
ITC Ltd.Consumer StaplesEquity3.3%
Bharat Forge Ltd.AutomobileEquity3.1%
Infosys Ltd.TechnologyEquity3.0%
Cummins India Ltd.Capital GoodsEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 1.80%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Arjun Khanna
Mar 2022 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
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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