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

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

355.894 (-0.244%)

NAV on March 28, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 22,853 cr

Turnover Ratio 31.58%

Expense Ratio 0.61%

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

Returns

1M: 7.90%
1Y: 9.75%
3M: -6.36%
3Y: 18.76%
6M: -12.07%
5Y: 28.37%

Min Investment 100

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Harsha Upadhyaya (Since over 12 years)

ISIN INF174K01LF9

Fund Family Kotak

P/E Ratio 21.92

P/B Ratio 3.33

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

SECTOR WEIGHTINGS (%)

Financial 23.77%

Industrial 16.37%

Technology 10.18%

Basic Materials 10.5%

Consumer Cyclical 13.39%

Utilities Services 5.54%

Healthcare Services 8.89%

Energy Services 5.66%

Communication Services 2.76%

Consumer Defensive 1.87%

Real Estate 1.07%

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
Invesco India Large&MidCap Fund Direct Plan Growth	102.670	16.05%	5,930 cr	0.70%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	31.661	15.28%	7,625 cr	0.55%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	118.540	-1.00%	3,242 cr	0.65%	High
DSP Equity Opportunities Fund Direct Plan Growth	646.293	17.15%	13,444 cr	0.69%	Average
HSBC Large and Mid Cap Fund Direct Growth	25.863	9.79%	3,873 cr	0.88%	Above Average
Kotak Equity Opportunities Direct Growth	355.894	9.75%	22,853 cr	0.61%	Below Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Equity Opportunities Fund Direct Plan Growth	646.293	17.15%	13,444 cr	0.69%	Average
Invesco India Large&MidCap Fund Direct Plan Growth	102.670	16.05%	5,930 cr	0.7%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	31.661	15.28%	7,625 cr	0.55%	High
UTI Large & Mid Cap Fund-Growth Option - Direct	175.072	13.31%	3,789 cr	0.98%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1031.610	12.61%	17,818 cr	0.85%	Low
Nippon India Vision Fund - Direct Plan - Growth Plan	1449.406	12.46%	4,969 cr	1.38%	Below Average
SBI Large & Midcap Fund Direct Growth	618.171	12.19%	27,385 cr	0.84%	Low