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

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

237.525 (-0.032%)

NAV on December 05, 2022

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 11,370 cr

Turnover Ratio 11.87%

Expense Ratio 0.59%

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

Returns

1M: 1.67%
1Y: 12.88%
3M: 4.05%
3Y: 20.64%
6M: 15.73%
5Y: 14.54%

Min Investment 5,000

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ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since over 10 years) Arjun Khanna (Since 7 months)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 23.99

P/B Ratio 3.73

Launch Date January 01, 2013

Benchmark IISL Nifty LargeMidcap 250 TR INR

RISK MEASURES (3 yrs)

vs IISL Nifty LargeMidcap 250 TR INR

Alpha 0.68

Beta 0.89

R-Squared 97.20

Info Ratio -0.22

Tracking Err 4.42

Sortino 1.098

Sharpe 0.790

Std Dev 21.230

Risk Below Average

SECTOR WEIGHTINGS (%)

Financial 25.06%

Industrial 21.38%

Technology 5.24%

Basic Materials 16.08%

Consumer Cyclical 12.39%

Utilities Services 2.26%

Healthcare Services 5.17%

Energy Services 4.61%

Communication Services 1.92%

Consumer Defensive 4.58%

Real Estate 1.31%

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
Tata Large & Mid Cap Fund Direct Plan Growth	412.719	16.44%	3,504 cr	0.90%	Average
Kotak Equity Opportunities Direct Growth	237.525	12.88%	11,370 cr	0.59%	Below Average
Edelweiss Large & Mid Fund Direct Plan Growth Option	63.235	9.48%	1,636 cr	0.49%	Below Average
Mirae Asset Emerging Bluechip Fund Direct Plan Growth	109.912	3.93%	23,691 cr	0.69%	Average
Axis Growth Opportunities Fund Direct Growth	21.610	-2.92%	8,460 cr	0.54%	Low
DSP Equity Opportunities Fund Direct Plan Growth	410.525	8.44%	7,268 cr	0.92%	Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Tata Large & Mid Cap Fund Direct Plan Growth	412.719	16.44%	3,504 cr	0.9%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	658.260	15.70%	6,048 cr	1.11%	Above Average
SBI Large & Midcap Fund Direct Growth	435.986	14.02%	8,594 cr	1.07%	High
IDFC Core Equity Fund Direct Plan Growth	86.000	13.28%	2,493 cr	0.85%	Above Average
HDFC Large and Mid Cap Fund Direct Growth	213.413	12.45%	7,519 cr	1.18%	Average
Motilal Oswal Large and Midcap Fund Direct Growth	18.484	6.81%	1,378 cr	0.67%	Average
Canara Robeco Emerging Equities Direct Plan Growth Option	187.230	5.13%	15,581 cr	0.58%	Below Average