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

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

335.216 (0.708%)

NAV on April 22, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 19,861 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: 4.93%
1Y: 45.36%
3M: 9.50%
3Y: 23.71%
6M: 21.90%
5Y: 21.40%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since over 11 years) Arjun Khanna (Since almost 2 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 22.52

P/B Ratio 3.87

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 19.27%

Industrial 21.52%

Technology 5.18%

Basic Materials 13.69%

Consumer Cyclical 17.92%

Utilities Services 4.14%

Healthcare Services 6.27%

Energy Services 6.59%

Communication Services 2.25%

Consumer Defensive 1.95%

Real Estate 1.23%

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		124.173	65.73%	2,110 cr	0.75%	High

Top Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	28.399	57.04%	3,663 cr	0.49%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	573.479	46.98%	10,812 cr	0.77%	Average
Kotak Equity Opportunities Direct Growth	335.216	45.36%	19,861 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		24.692	49.43%	2,760 cr	0.98%	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		124.173	65.73%	2,110 cr	0.75%	High

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Bandhan Core Equity Fund Direct Plan Growth	129.094	58.07%	4,023 cr	0.74%	Average
Motilal Oswal Large and Midcap Fund Direct Growth	28.399	57.04%	3,663 cr	0.49%	Above Average
HDFC Large and Mid Cap Fund Direct Growth	306.142	50.38%	17,314 cr	0.82%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	932.710	48.13%	12,307 cr	0.77%	Average