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

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

383.824 (-0.549%)

NAV on June 13, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 27,046 cr

Turnover Ratio 31.58%

Expense Ratio 0.55%

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

Returns

1M: 3.79%
1Y: 2.52%
3M: 14.55%
3Y: 25.00%
6M: -3.02%
5Y: 26.31%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since almost 13 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 25.21

P/B Ratio 3.69

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 24.45%

Industrial 17.71%

Technology 9.0%

Basic Materials 10.89%

Consumer Cyclical 12.65%

Utilities Services 5.65%

Healthcare Services 7.53%

Energy Services 6.13%

Communication Services 3.22%

Consumer Defensive 1.78%

Real Estate 0.98%

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	36.085	16.47%	10,840 cr	0.66%	High
Invesco India Large&MidCap Fund Direct Plan Growth	115.830	15.69%	7,274 cr	0.68%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	126.744	-6.96%	3,739 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	682.434	7.17%	15,013 cr	0.68%	Average
Kotak Equity Opportunities Direct Growth	383.824	2.52%	27,046 cr	0.55%	Below Average
HSBC Large and Mid Cap Fund Direct Growth	28.363	2.44%	4,173 cr	0.83%	High

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	36.085	16.47%	10,840 cr	0.66%	High
Invesco India Large&MidCap Fund Direct Plan Growth	115.830	15.69%	7,274 cr	0.68%	Above Average
Franklin India Equity Advantage Fund Direct Growth	207.168	10.00%	3,491 cr	1.31%	Below Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1107.410	9.94%	21,657 cr	0.78%	Low
Bandhan Large & Mid Cap Fund Direct Plan Growth	153.006	8.96%	9,107 cr	0.57%	Average
SBI Large & Midcap Fund Direct Growth	656.938	7.33%	31,296 cr	0.75%	Low