Kotak Equity Opportunities Fund - Growth - Regular Plan

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  • 0.16 %Nav, as on 24-11-2023

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  • Net Change on 24-11-2023

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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 (₹)

  • 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 3.63 3.67 18.45 20.51 18.08 18.19
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 Sep 09, 2004 18.45 20.51 18.08 1.66 15,260.53
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 17.05 19.91 18.74 1.59 28,103.78
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 12.19 17.78 16.49 1.65 17,563.09
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 14.30 23.74 17.36 1.71 15,648.67
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 24.51 27.85 19.01 1.78 11,883.08
Axis Growth Opportunities Fund - Regular Plan - Growth Oct 22, 2018 Unrated 22.24 19.86 18.92 1.73 9,621.81

Fund Holdings as on 31-October-2023

  • ICICI BANK LTD.

  • Maruti Suzuki India Limited

  • STATE BANK OF INDIA.

  • AXIS BANK LTD.

  • Larsen and Toubro Ltd.

  • Triparty Repo

  • Linde India Ltd.

  • Bharat Forge Ltd.

  • ITC Ltd.

  • Bharat Electronics Ltd.

  • RELIANCE INDUSTRIES LTD.

  • Jindal Steel & Power Ltd

  • SRF Ltd.

  • Infosys Ltd.

  • Cummins India Ltd.

  • HDFC BANK LTD.

  • Ultratech Cement Ltd.

  • Apollo Tyres Ltd.

  • JK Cement Ltd.

  • Ashok Leyland Ltd.

  • Coromandel International Limited

  • SUN PHARMACEUTICAL INDUSTRIES LTD.

  • ABB India Ltd.

  • Thermax Ltd.

  • Tata Consultancy Services Ltd.

  • Hero MotoCorp Ltd.

  • BLUE STAR LTD.

  • BHARTI AIRTEL LTD.

  • Hindustan Unilever Ltd.

  • CRISIL Ltd.

  • Tata Chemicals Ltd.

  • Schaeffler India Ltd

  • United Spirits Ltd

  • Bajaj Finance Ltd.

  • Balkrishna Industries Ltd

  • Oberoi Realty Limited

  • Gujarat State Petronet Ltd.

  • Cipla Ltd.

  • Exide Industries Ltd.

  • SHRIRAM FINANCE LIMITED

  • IPCA Laboratories Ltd.

  • Zomato Ltd

  • AIA Engineering Limited

  • AU Small Finance Bank Ltd.

  • Max Financial Services Ltd

  • Petronet LNG Ltd.

  • Indraprastha Gas Ltd.

  • Honeywell Automation India Ltd.

  • The Ramco Cements Ltd

  • Sun TV Network Limited

  • DR.Lal Pathlabs Ltd

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • Vedant Fashions Ltd.

  • Hindalco Industries Ltd.

  • Mphasis Ltd

  • Container Corporation of India Ltd.

  • BANK OF BARODA

  • V-Guard Industries Ltd.

  • Kotak Liquid Scheme Direct Plan Growth

  • Fortis Healthcare India Ltd

  • Ajanta Pharma Ltd.

  • ASTRA MICROWAVE PRODUCTS LTD.

  • Bata India Ltd.

  • BEML Limited

  • JIO FINANCIAL SERVICES LTD

  • Gland Pharma Limited

  • ZAGGLE PREPAID OCEAN SERVICES LTD

  • Jubilant Foodworks Limited

  • BHARTI AIRTEL LTD.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Engineering - Construction

  • IT - Software

  • Automobiles - Passenger Cars

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Miscellaneous

  • Chemicals

  • Forgings

  • Cigarettes/Tobacco

  • Tyres & Allied

  • Refineries

  • Finance - NBFC

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • Gas Transmission/Marketing

  • Diesel Engines

  • Automobiles-Trucks/Lcv

  • Fertilizers

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Telecommunication - Service Provider

  • Ratings

  • Household & Personal Products

  • Bearings

  • Breweries & Distilleries

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Batteries

  • Castings/Forgings

  • e-Commerce

  • Finance - Others

  • Consumer Durables - Electronics

  • TV Broadcasting & Software Production

  • Textile

  • Metal - Non Ferrous

  • Logistics

  • Defence

  • Retailing

  • Construction Vehicles

  • Finance - Stock Broking

  • Fintech

  • Consumer Food

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Fund Manager

  • Cash

  • Equity

  • MFU

  • 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 09-Sep-2004 and currently has an AUM of ₹15,260.53 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 ₹0.39(0.16%)yesterday to ₹248.147.

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