Kotak Equity Opportunities Fund - Growth - Regular Plan

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  • (-2.28%)Nav, as on 26-02-2021

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  • Net Change on 26-02-2021

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.The Scheme will invest predominantly in a mix of large and midcap stocks from various sectors, which look promising, based on the growth pattern in the economy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak Equity Opportunities Fund - Growth 4.84 13.51 23.10 11.42 17.80 18.31
NIFTY 200 2.96 13.12 25.41 9.72 15.59 12.53
NIFTY 200 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 23.10 11.42 17.80 1.96 4,674.51
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 33.52 15.56 23.34 1.74 14,415.74
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 25.25 10.81 20.47 1.87 7,214.94
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 24.39 9.85 17.97 1.91 5,373.49
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 23.55 8.65 16.21 1.91 4,674.71
Invesco India Growth Opportunities Fund - Growth Aug 09, 2007 19.79 10.36 17.25 1.93 3,445.16

Fund Holdings as on 31-January-2021

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • Triparty Repo

  • SRF Ltd.

  • Coromandel International Limited

  • Jindal Steel & Power Ltd

  • Larsen and Toubro Ltd.

  • Dr.Reddy's Laboratories Ltd.

  • Hindustan Unilever Ltd.

  • Cipla Ltd.

  • Ultratech Cement Ltd.

  • Indraprastha Gas Ltd.

  • AXIS Bank Ltd.

  • DR.Lal Pathlabs Ltd

  • Gujarat State Petronet Ltd.

  • Max Financial Services Ltd

  • Bharat Electronics Ltd.

  • AIA Engineering Limited

  • JK Cement Ltd.

  • Petronet LNG Ltd.

  • Page Industries Ltd

  • Shree Cement Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Britannia Industries Ltd.

  • The Ramco Cements Ltd

  • Thermax Ltd.

  • Cummins India Ltd.

  • AU Small Finance Bank Ltd.

  • Hero MotoCorp Ltd.

  • Jubilant Foodworks Limited

  • Bata India Ltd.

  • Balkrishna Industries Ltd

  • Supreme Industries Limited

  • Blue Star Ltd.

  • ABB India Ltd.

  • HDFC Life Insurance Company Ltd

  • Linde India Ltd.

  • Gland Pharma Limited

  • Bharat Forge Ltd.

  • Techno Electric & Engineering Company Limited

  • Schaeffler India Ltd

  • Godrej Agrovet Ltd.

  • TI Financial Holding ltd.

  • Kalpataru Power Transmission Ltd

  • BEML Limited

  • United Breweries Ltd.

  • Dalmia Bharat Limited

  • Net Current Assets/(Liabilities)

  • Liquid Scheme Direct Plan Growth

  • Zee Entertainment Enterprises Ltd

  • Virtual Dynamics Software Ltd.

  • SRM Radiant Infotech Ltd.

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  • Bank - Private

  • IT - Software

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Consumer Food

  • Miscellaneous

  • Refineries

  • Engineering - Construction

  • Diversified

  • Fertilizers

  • Steel/Sponge Iron/Pig Iron

  • Insurance

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Gas Transmission/Marketing

  • Finance - Others

  • Textile

  • Diesel Engines

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Retailing

  • Plastic Products

  • Air Conditioners

  • Electric Equipment

  • Forgings

  • Bearings

  • Finance - Investment

  • Transmission Towers / Equipments

  • Breweries & Distilleries

  • Unspecified

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Fund Manager

  • Education:B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
  • Experience:18 Years
  • Basic Details:Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.
  • Funds Managed:
  • Kotak Equity Opportunities Fund
  • Kotak ESG Opportunities Fund
  • Kotak Flexicap Fund
  • Kotak Tax Saver Fund
  • Kotak Tax Saver Fund

  • Cash

  • Equity

  • MFU

  • Preference Shares

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About Kotak Equity Opportunities Fund

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Scheme Analysis

Kotak Equity Opportunities Fund is a Equity - Large & Mid Cap Fund fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 09-Sep-2004 and currently has an AUM of ₹4,674.51 crore. Kotak Equity Opportunities Fund is benchmarked against NIFTY 200 as primary index and NIFTY 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Kotak Equity Opportunities Fund ended down ₹-3.72(-2.28%)yesterday to ₹159.694.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The Kotak Equity Opportunities Fund is managed by Harsha Upadhyaya .

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455