Item: Kotak Equity Opportunities Direct Growth
Rating: 5
Author: Morningstar

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

216.560 (1.103%)

NAV on September 23, 2021

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Blend

Total Assets 7,827 cr

Turnover Ratio 149.77%

Expense Ratio 0.64%

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

Returns

1M: 7.46%
1Y: 61.88%
3M: 12.37%
3Y: 21.54%
6M: 21.98%
5Y: 17.21%

Min Investment 5,000

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SECTOR WEIGHTINGS (%)

Financial 26.74%

Industrial 17.78%

Technology 8.46%

Basic Materials 20.31%

Consumer Cyclical 8.47%

Utilities Services 3.9%

Healthcare Services 7.14%

Energy Services 3.89%

Communication Services 1.84%

Consumer Defensive 1.47%

Real Estate 0.00%

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.

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Top Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mirae Asset Emerging Bluechip Fund Direct Plan Growth	106.860	75.07%	20,615 cr	0.69%	Average
Canara Robeco Emerging Equities Direct Plan Growth Option	180.730	70.28%	10,985 cr	0.62%	Average
Edelweiss Large & Mid Fund Direct Plan Growth Option	58.409	68.76%	959 cr	0.72%	Below Average
LIC MF Large & Mid Cap Direct Growth	26.621	64.10%	1,412 cr	0.89%	Below Average
Kotak Equity Opportunities Direct Growth	216.560	61.88%	7,827 cr	0.64%	Below Average
DSP Equity Opportunities Fund Direct Plan Growth	395.364	72.01%	6,956 cr	0.97%	Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	17.372	81.61%	819 cr	0.7%	-
Franklin India Equity Advantage Fund Direct Growth	131.985	79.01%	2,815 cr	1.36%	High
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	567.050	78.28%	3,888 cr	1.27%	Average
HDFC Large and Mid Cap Fund Direct Growth	188.114	76.59%	2,904 cr	1.69%	Average
Axis Growth Opportunities Fund Direct Growth	22.020	76.44%	4,322 cr	0.48%	-
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth	746.310	75.36%	5,927 cr	1.06%	High
Mirae Asset Emerging Bluechip Fund Direct Plan Growth	106.860	75.07%	20,615 cr	0.69%	Average