Kotak Equity Opportunities Fund - Growth - Direct Plan

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  • Net Change on 03-07-2020

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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 6.19 29.57 -3.01 3.78 8.10 12.89
NIFTY 200 5.71 31.00 -10.88 1.86 4.43 10.87
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 -3.01 3.78 8.10 0.90 3,009.46
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -1.82 5.81 12.70 0.86 8,807.66
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 -4.56 3.09 9.58 0.77 4,788.29
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 -5.21 2.81 7.97 0.97 4,343.12
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 -10.15 -1.28 5.21 1.09 3,792.67
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 Unrated -14.38 -0.76 4.93 1.63 2,689.20

Fund Holdings as on 31-May-2020

  • Triparty Repo

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Coromandel International Limited

  • Hindustan Unilever Ltd.

  • SRF Ltd.

  • Infosys Ltd.

  • Dr.Reddy's Laboratories Ltd.

  • Indraprastha Gas Ltd.

  • Gujarat State Petronet Ltd.

  • Larsen and Toubro Ltd.

  • Tata Consultancy Services Ltd.

  • Ultratech Cement Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Petronet LNG Ltd.

  • AIA Engineering Limited

  • Shree Cement Ltd.

  • DR.Lal Pathlabs Ltd

  • Max Financial Services Ltd

  • Jindal Steel & Power Ltd

  • The Ramco Cements Ltd

  • AXIS Bank Ltd.

  • Page Industries Ltd

  • Bata India Ltd.

  • Thermax Ltd.

  • Bharat Electronics Ltd.

  • Balkrishna Industries Ltd

  • Cummins India Ltd.

  • United Breweries Ltd.

  • Britannia Industries Ltd.

  • Supreme Industries Limited

  • JK Cement Ltd.

  • Schaeffler India Ltd

  • Jubilant Foodworks Limited

  • HDFC Bank Ltd.

  • Godrej Agrovet Ltd.

  • ABB India Ltd.

  • AU Small Finance Bank Ltd.

  • Linde India Ltd.

  • Kotak Mahindra Bank Ltd.

  • Blue Star Ltd.

  • GAIL (India) Ltd.

  • Kalpataru Power Transmission Ltd

  • BEML Limited

  • TI Financial Holding ltd.

  • State Bank Of India.

  • Dalmia Bharat Limited

  • Techno Electric & Engineering Company Limited

  • Heritage Foods Ltd

  • Reliance Industries Ltd.

  • ABB Power Products and System India Limited

  • Arvind Fashions Limited

  • Zee Entertainment Enterprises Ltd

  • SRM Radiant Infotech Ltd.

  • Virtual Dynamics Software Ltd.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Cement & Construction Materials

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • IT - Software

  • Refineries

  • Miscellaneous

  • Fertilizers

  • Household & Personal Products

  • Diversified

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Gas Transmission/Marketing

  • Insurance

  • Hospital & Healthcare Services

  • Finance - Others

  • Steel/Sponge Iron/Pig Iron

  • Retailing

  • Textile

  • Tyres & Allied

  • Diesel Engines

  • Breweries & Distilleries

  • Plastic Products

  • Bearings

  • Electric Equipment

  • Air Conditioners

  • Transmission Towers / Equipments

  • Finance - Investment

  • Bank - Public

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

  • Deposits

  • Equity

  • Preference Shares

  • Rights

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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 ₹3,009.46 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 ₹0.85(0.68%)yesterday to ₹126.141.

Among its top 3 holdings the fund has exposure to Triparty Repo, 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