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

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

222.527 (-0.275%)

NAV on March 28, 2023

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 11,608 cr

Turnover Ratio 11.87%

Expense Ratio 0.60%

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

Returns

1M: -1.81%
1Y: 4.73%
3M: -3.83%
3Y: 29.65%
6M: 1.58%
5Y: 13.60%

Min Investment 500

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since over 10 years) Arjun Khanna (Since 11 months)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 23.42

P/B Ratio 3.43

Launch Date January 01, 2013

Benchmark IISL Nifty LargeMidcap 250 TR INR

RISK MEASURES (3 yrs)

vs IISL Nifty LargeMidcap 250 TR INR

Alpha 0.76

Beta 0.88

R-Squared 97.42

Info Ratio -0.18

Tracking Err 4.40

Sortino 1.028

Sharpe 0.734

Std Dev 20.974

Risk Below Average

SECTOR WEIGHTINGS (%)

Financial 22.9%

Industrial 21.21%

Technology 5.01%

Basic Materials 16.04%

Consumer Cyclical 14.73%

Utilities Services 2.53%

Healthcare Services 4.78%

Energy Services 4.15%

Communication Services 1.64%

Consumer Defensive 5.83%

Real Estate 1.17%

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
Mirae Asset Emerging Bluechip Fund Direct Plan Growth	99.506	-2.18%	23,394 cr	0.61%	Average
Kotak Equity Opportunities Direct Growth	222.527	4.73%	11,608 cr	0.60%	Below Average
DSP Equity Opportunities Fund Direct Plan Growth	374.289	3.04%	7,111 cr	0.91%	Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	17.377	9.95%	1,416 cr	0.71%	Average
Tata Large & Mid Cap Fund Direct Plan Growth	377.523	8.81%	3,681 cr	0.89%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	608.880	7.18%	7,044 cr	1.08%	Above Average
SBI Large & Midcap Fund Direct Growth	399.599	5.14%	9,250 cr	0.99%	Above Average
Bandhan Core Equity Fund Direct Plan Growth	79.030	4.80%	2,391 cr	0.87%	Above Average
Kotak Equity Opportunities Direct Growth	222.527	4.73%	11,608 cr	0.6%	Below Average
HDFC Large and Mid Cap Fund Direct Growth	193.221	3.70%	7,898 cr	1.03%	Average