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

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

380.763 (0.044%)

NAV on June 02, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 25,712 cr

Turnover Ratio 31.58%

Expense Ratio 0.57%

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

Returns

1M: 4.78%
1Y: 6.53%
3M: 15.43%
3Y: 22.43%
6M: -1.35%
5Y: 26.37%

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since almost 13 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 24.29

P/B Ratio 3.65

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 24.63%

Industrial 16.72%

Technology 8.89%

Basic Materials 10.69%

Consumer Cyclical 12.41%

Utilities Services 5.92%

Healthcare Services 8.75%

Energy Services 6.16%

Communication Services 2.93%

Consumer Defensive 1.89%

Real Estate 1.04%

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
Motilal Oswal Large and Midcap Fund Direct Growth	36.380	23.77%	9,176 cr	0.68%	High
Invesco India Large&MidCap Fund Direct Plan Growth	113.460	20.95%	6,765 cr	0.70%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	125.346	-4.34%	3,645 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	679.905	12.79%	14,387 cr	0.68%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.243	7.45%	3,906 cr	0.85%	High
Kotak Equity Opportunities Direct Growth	380.763	6.53%	25,712 cr	0.57%	Below Average