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

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

387.961 (-0.014%)

NAV on September 09, 2024

Category Equity:
Large & Mid- Cap

Investment StyleBox

Large Growth

Total Assets 25,075 cr

Turnover Ratio 31.58%

Expense Ratio 0.47%

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

Returns

1M: 1.76%
1Y: 39.15%
3M: 6.43%
3Y: 21.79%
6M: 19.46%
5Y: 26.03%

Min Investment 100

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ADDITIONAL INFO

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

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 26.29

P/B Ratio 4.04

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 19.78%

Industrial 20.45%

Technology 5.12%

Basic Materials 14.03%

Consumer Cyclical 14.49%

Utilities Services 5.46%

Healthcare Services 8.03%

Energy Services 7.29%

Communication Services 2.30%

Consumer Defensive 1.85%

Real Estate 1.21%

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 Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bandhan Core Equity Fund Direct Plan Growth	156.395	54.07%	5,983 cr	0.67%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	138.972	52.86%	3,707 cr	0.61%	High
DSP Equity Opportunities Fund Direct Plan Growth	697.236	46.99%	13,939 cr	0.67%	Above Average
HSBC Large and Mid Cap Fund Direct Growth	29.221	42.87%	2,769 cr	0.90%	Average
Kotak Equity Opportunities Direct Growth	387.961	39.15%	25,075 cr	0.47%	Low

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	34.856	55.14%	5,811 cr	0.53%	Above Average
Bandhan Core Equity Fund Direct Plan Growth	156.395	54.07%	5,983 cr	0.67%	Above Average
Invesco India Large&MidCap Fund Direct Plan Growth	110.050	53.83%	6,014 cr	0.63%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	138.972	52.86%	3,707 cr	0.61%	High
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1100.220	45.73%	15,746 cr	0.82%	Average
LIC MF Large & Mid Cap Direct Growth	45.221	45.36%	3,221 cr	0.6%	Average