Kotak Equity Opportunities Fund - Growth - Direct Plan

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  • Net Change on 07-05-2021

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Fund Overview Growth | Direct 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 - Direct -0.19 5.25 63.79 14.03 17.29 16.43
NIFTY 200 0.39 1.30 63.92 10.27 13.88 12.56
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 - Direct Jan 01, 2013 63.79 14.03 17.29 0.70 5,781.01
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 66.46 12.34 18.90 0.72 8,381.06
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 72.12 10.39 15.06 1.04 5,065.96
IDFC Core Equity Fund-Direct Plan-Growth Jan 01, 2013 Unrated 71.41 9.46 15.63 0.89 2,234.88
L&T Large and Midcap Fund-Direct Plan-Growth Jan 01, 2013 Unrated 52.45 5.86 13.18 1.44 1,280.86
LIC MF Large & Mid Cap Fund-Direct Plan-Growth Feb 25, 2015 58.25 10.32 16.98 0.84 1,058.46

Fund Holdings as on 30-April-2021

  • ICICI Bank Ltd.

  • Infosys Ltd.

  • Triparty Repo

  • Jindal Steel & Power Ltd

  • State Bank Of India.

  • Tata Consultancy Services Ltd.

  • HDFC Bank Ltd.

  • SRF Ltd.

  • Reliance Industries Ltd.

  • Larsen and Toubro Ltd.

  • Dr.Reddy's Laboratories Ltd.

  • Coromandel International Limited

  • AXIS Bank Ltd.

  • Gujarat State Petronet Ltd.

  • DR.Lal Pathlabs Ltd

  • Ultratech Cement Ltd.

  • Cipla Ltd.

  • Thermax Ltd.

  • Max Financial Services Ltd

  • JK Cement Ltd.

  • Bharti Airtel Ltd.

  • Linde India Ltd.

  • The Ramco Cements Ltd

  • Shree Cement Ltd.

  • Bharat Electronics Ltd.

  • Page Industries Ltd

  • Bharat Forge Ltd.

  • Balkrishna Industries Ltd

  • Indraprastha Gas Ltd.

  • AIA Engineering Limited

  • AU Small Finance Bank Ltd.

  • Petronet LNG Ltd.

  • Cummins India Ltd.

  • Hindustan Unilever Ltd.

  • Jubilant Foodworks Limited

  • ICICI Lombard General Insurance Company Ltd

  • Supreme Industries Limited

  • Schaeffler India Ltd

  • Blue Star Ltd.

  • Gland Pharma Limited

  • Bata India Ltd.

  • Hero MotoCorp Ltd.

  • ABB India Ltd.

  • Techno Electric & Engineering Company Limited

  • HDFC Life Insurance Company Ltd

  • V-Guard Industries Ltd.

  • Polycab India Limited

  • TI Financial Holding ltd.

  • Kalpataru Power Transmission Ltd

  • BEML Limited

  • Dalmia Bharat Limited

  • United Breweries Ltd.

  • Liquid Scheme Direct Plan Growth

  • Zee Entertainment Enterprises Ltd

  • Virtual Dynamics Software Ltd.

  • SRM Radiant Infotech Ltd.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • IT - Software

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Steel/Sponge Iron/Pig Iron

  • Miscellaneous

  • Bank - Public

  • Engineering - Construction

  • Diversified

  • Refineries

  • Fertilizers

  • Gas Transmission/Marketing

  • Hospital & Healthcare Services

  • Insurance

  • Finance - Others

  • Telecommunication - Service Provider

  • Electric Equipment

  • Textile

  • Forgings

  • Tyres & Allied

  • Household & Personal Products

  • Diesel Engines

  • Consumer Food

  • Plastic Products

  • Bearings

  • Air Conditioners

  • Retailing

  • Automobile Two & Three Wheelers

  • Cable

  • 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

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 01-Jan-2013 and currently has an AUM of ₹5,781.01 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 ₹-0.42(-0.23%)yesterday to ₹180.78.

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