Kotak Equity Opportunities Fund - Growth - Regular Plan

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  • Net Change on 24-01-2020

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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 (₹)

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  • 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 4.86 11.02 19.44 12.99 9.87 18.35
NIFTY 200 1.48 6.35 11.45 11.77 6.93 12.20
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 19.44 12.99 9.87 2.02 2,928.05
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 18.88 16.60 15.30 2.02 9,516.48
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 17.72 11.40 10.23 1.95 5,588.64
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 14.32 13.53 11.51 1.99 5,339.34
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 14.96 9.18 8.39 2.00 4,951.98
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 Unrated 11.01 8.25 6.47 2.13 3,242.09

Fund Holdings as on 31-December-2019

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • AXIS Bank Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • Coromandel International Limited

  • Tata Consultancy Services Ltd.

  • SRF Ltd.

  • Indraprastha Gas Ltd.

  • Gujarat State Petronet Ltd.

  • Bata India Ltd.

  • Thermax Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • The Ramco Cements Ltd

  • AIA Engineering Limited

  • Max Financial Services Ltd

  • Jindal Steel & Power Ltd

  • Page Industries Ltd

  • Petronet LNG Ltd.

  • Triparty Repo

  • AU Small Finance Bank Ltd.

  • Dr.Reddy's Laboratories Ltd.

  • Shree Cement Ltd.

  • Schaeffler India Ltd

  • Bharat Electronics Ltd.

  • Godrej Agrovet Ltd.

  • DR.Lal Pathlabs Ltd

  • Jubilant Foodworks Limited

  • IndusInd Bank Ltd.

  • Linde India Ltd.

  • TI Financial Holding ltd.

  • State Bank Of India.

  • ABB India Ltd.

  • JK Cement Ltd.

  • Blue Star Ltd.

  • Supreme Industries Limited

  • GAIL (India) Ltd.

  • Balkrishna Industries Ltd

  • Kalpataru Power Transmission Ltd

  • BEML Limited

  • Cummins India Ltd.

  • Ultratech Cement Ltd.

  • Dalmia Bharat Limited

  • Century Textiles & Industries Ltd.

  • HDFC Bank Ltd.

  • Techno Electric & Engineering Company Limited

  • Heritage Foods Ltd

  • Indian Bank

  • Edelweiss Financial Services Ltd.

  • Health Care Global Enterprises Ltd

  • Arvind Fashions Limited

  • ABB Power Products and System India Limited

  • Zee Entertainment Enterprises Ltd

  • SRM Radiant Infotech Ltd.

  • Virtual Dynamics Software Ltd.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • IT - Software

  • Cement & Construction Materials

  • Refineries

  • Engineering - Construction

  • Diversified

  • Fertilizers

  • Consumer Food

  • Gas Transmission/Marketing

  • Retailing

  • Insurance

  • Finance - Others

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Bearings

  • Bank - Public

  • Hospital & Healthcare Services

  • Finance - Investment

  • Electric Equipment

  • Air Conditioners

  • Plastic Products

  • Tyres & Allied

  • Transmission Towers / Equipments

  • Diesel Engines

  • Finance - NBFC

  • Unspecified

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About Kotak Equity Opportunities Fund

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 ₹2,928.05 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 up ₹1.42(1.06%)yesterday to ₹134.912.

Among its top 3 holdings the fund has exposure to ICICI Bank 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

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 Standard Multicap Fund
  • Kotak Tax Saver Fund
  • Kotak Tax Saver Fund
  • Cash

  • Deposits

  • Equity

  • Preference Shares

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