Kotak Equity Opportunities Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 -2.06 -2.03 4.19 17.45 13.22 16.08
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - 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 4.19 17.45 13.22 0.59 11,555.33
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -3.39 19.56 14.49 0.69 24,054.79
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 -2.14 18.20 12.43 0.60 15,499.66
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 4.56 19.13 12.98 1.04 9,077.27
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated 5.25 21.33 12.16 1.04 7,865.66
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 1.83 16.44 11.37 0.95 7,295.03

Fund Holdings as on 31-December-2022

  • State Bank Of India.

  • ICICI Bank Ltd.

  • AXIS Bank Ltd.

  • Reliance Industries Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • Maruti Suzuki India Limited

  • SRF Ltd.

  • Triparty Repo

  • Bharat Forge Ltd.

  • ITC Ltd.

  • Jindal Steel & Power Ltd

  • Cummins India Ltd.

  • Bharat Electronics Ltd.

  • Linde India Ltd.

  • Bajaj Finance Ltd.

  • HDFC Bank Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Tata Consultancy Services Ltd.

  • Coromandel International Limited

  • Bharti Airtel Ltd.

  • ABB India Ltd.

  • Schaeffler India Ltd

  • Ultratech Cement Ltd.

  • Gujarat State Petronet Ltd.

  • Thermax Ltd.

  • United Spirits Ltd

  • JK Cement Ltd.

  • Cipla Ltd.

  • Balkrishna Industries Ltd

  • AU Small Finance Bank Ltd.

  • Blue Star Ltd.

  • Oberoi Realty Limited

  • Tata Chemicals Ltd.

  • CRISIL Ltd.

  • Hero MotoCorp Ltd.

  • AIA Engineering Limited

  • Ashok Leyland Ltd.

  • Vedant Fashions Ltd.

  • Hindalco Industries Ltd.

  • Max Financial Services Ltd

  • Apollo Tyres Ltd.

  • Honeywell Automation India Ltd.

  • Supreme Industries Limited

  • Indraprastha Gas Ltd.

  • Kalpataru Power Transmission Ltd

  • Container Corporation of India Ltd.

  • polycab India Limited

  • IPCA Laboratories Ltd.

  • Petronet LNG Ltd.

  • Bank Of Baroda

  • The Ramco Cements Ltd

  • Jubilant Foodworks Limited

  • Bata India Ltd.

  • V-Guard Industries Ltd.

  • Kotak Liquid Scheme Direct Plan Growth

  • BEML Limited

  • DR.Lal Pathlabs Ltd

  • Gland Pharma Limited

  • Page Industries Ltd

  • Exide Industries Ltd.

  • Techno Electric & Engineering Company Limited

  • Aether Industries Ltd.

  • TI Financial Holding ltd.

  • BEML Land Assets Ltd.

  • Bharti Airtel Ltd.

  • Archean Chemicals Ltd.

  • SRM Radiant Infotech Ltd.

  • Virtual Dynamics Software Ltd.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Bank - Public

  • Engineering - Industrial Equipments

  • IT - Software

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Refineries

  • Engineering - Construction

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Diversified

  • Forgings

  • Cigarettes/Tobacco

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Diesel Engines

  • Finance - NBFC

  • Electric Equipment

  • Tyres & Allied

  • Fertilizers

  • Telecommunication - Service Provider

  • Bearings

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Chemicals

  • Textile

  • Air Conditioners

  • Construction - Real Estate

  • Ratings

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • Metal - Non Ferrous

  • Finance - Others

  • Consumer Durables - Electronics

  • Plastic Products

  • Logistics

  • Transmission Towers / Equipments

  • Cable

  • Consumer Food

  • Retailing

  • Hospital & Healthcare Services

  • Batteries

  • Finance - Investment

  • 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 01-Jan-2013 and currently has an AUM of ₹11,555.33 crore. Kotak Equity Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Kotak Equity Opportunities Fund ended up ₹1.16(0.51%)yesterday to ₹228.693.

Among its top 3 holdings the fund has exposure to State Bank Of India., 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