Kotak Equity Opportunities Fund - Growth - Direct Plan

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  • Net Change on 26-02-2020

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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 (₹)

  • 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 - Direct -2.77 4.67 19.07 11.39 10.95 15.38
NIFTY 200 -4.79 -2.28 7.20 7.93 6.20 11.78
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 19.07 11.39 10.95 1.08 3,188.39
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 20.95 14.01 15.98 0.99 9,805.69
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 17.18 9.79 11.05 1.08 5,662.67
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 19.09 13.73 13.57 0.75 5,625.45
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 17.97 7.89 9.52 1.10 5,039.35
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.25 5.80 6.85 1.40 3,277.08

Fund Holdings as on 31-January-2020

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Triparty Repo

  • Reliance Industries Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • Coromandel International Limited

  • AXIS Bank Ltd.

  • Gujarat State Petronet Ltd.

  • SRF Ltd.

  • Tata Consultancy Services Ltd.

  • AU Small Finance Bank Ltd.

  • Bata India Ltd.

  • AIA Engineering Limited

  • The Ramco Cements Ltd

  • Jindal Steel & Power Ltd

  • Thermax Ltd.

  • Indraprastha Gas Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Page Industries Ltd

  • Max Financial Services Ltd

  • Dr.Reddy's Laboratories Ltd.

  • Petronet LNG Ltd.

  • Shree Cement Ltd.

  • DR.Lal Pathlabs Ltd

  • Schaeffler India Ltd

  • Godrej Agrovet Ltd.

  • Ultratech Cement Ltd.

  • Linde India Ltd.

  • Supreme Industries Limited

  • JK Cement Ltd.

  • TI Financial Holding ltd.

  • Jubilant Foodworks Limited

  • United Breweries Ltd.

  • Kotak Mahindra Bank Ltd.

  • ABB India Ltd.

  • HDFC Bank Ltd.

  • State Bank Of India.

  • Kalpataru Power Transmission Ltd

  • Blue Star Ltd.

  • GAIL (India) Ltd.

  • Cummins India Ltd.

  • BEML Limited

  • Dalmia Bharat Limited

  • Century Textiles & Industries Ltd.

  • Balkrishna Industries Ltd

  • Bharat Electronics Ltd.

  • Techno Electric & Engineering Company Limited

  • Heritage Foods Ltd

  • Indian Bank

  • Health Care Global Enterprises Ltd

  • Edelweiss Financial Services Ltd.

  • Arvind Fashions Limited

  • Net Current Assets/(Liabilities)

  • ABB Power Products and System India Limited

  • Zee Entertainment Enterprises Ltd

  • SRM Radiant Infotech Ltd.

  • Virtual Dynamics Software Ltd.

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  • Bank - Private

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Refineries

  • Engineering - Construction

  • Diversified

  • Fertilizers

  • Gas Transmission/Marketing

  • Consumer Food

  • Retailing

  • Steel/Sponge Iron/Pig Iron

  • Insurance

  • Textile

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Bearings

  • Bank - Public

  • Plastic Products

  • Finance - Investment

  • Breweries & Distilleries

  • Electric Equipment

  • Transmission Towers / Equipments

  • Air Conditioners

  • Diesel Engines

  • Tyres & Allied

  • Finance - NBFC

  • Unspecified

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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 01-Jan-2013 and currently has an AUM of ₹3,188.39 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 ₹-1.43(-1.01%)yesterday to ₹139.841.

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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