Item: Kotak Equity Opportunities Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Equity Opportunities Direct Growth

348.226 (0.806%)

NAV on May 15, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 21,496 cr

Turnover Ratio 15.95%

Expense Ratio 0.53%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 2.73%
1Y: 43.60%
3M: 10.65%
3Y: 24.55%
6M: 24.88%
5Y: 23.02%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since almost 12 years) Arjun Khanna (Since about 2 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 23.19

P/B Ratio 4.05

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 18.64%

Industrial 21.77%

Technology 4.84%

Basic Materials 14.7%

Consumer Cyclical 17.89%

Utilities Services 4.03%

Healthcare Services 6.75%

Energy Services 6.23%

Communication Services 2.23%

Consumer Defensive 1.80%

Real Estate 1.13%

INVESTMENT 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 mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Arbitrage Fund Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan		127.649	65.62%	2,536 cr	0.66%	High

Top Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	28.910	50.67%	4,036 cr	0.49%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	586.286	43.84%	11,631 cr	0.77%	Average
Kotak Equity Opportunities Direct Growth	348.226	43.60%	21,496 cr	0.53%	Low

Top Small Cap Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HSBC Large and Mid Cap Fund Direct Growth		25.603	45.27%	2,769 cr	0.94%	Average

Best Arbitrage Fund Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan		127.649	65.62%	2,536 cr	0.66%	High

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Bandhan Core Equity Fund Direct Plan Growth	131.846	54.29%	4,395 cr	0.75%	Average
Motilal Oswal Large and Midcap Fund Direct Growth	28.910	50.67%	4,036 cr	0.49%	Above Average
Nippon India Vision Fund - Direct Plan - Growth Plan	1347.357	44.93%	4,536 cr	1.48%	Below Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	952.520	44.73%	13,117 cr	0.75%	Below Average