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Latest NAV & returns of KOTAK AMC LTD.

Kotak Equity Opportunities Direct Growth

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previously known as Kotak Opportunities Dir Gr until

342.551 (-1.002%)
NAV on February 21, 2025
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 24,534 cr
Turnover Ratio 31.58%
Expense Ratio 0.58%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: -4.05%
  • 1Y: 8.15%
  • 3M: -6.83%
  • 3Y: 17.59%
  • 6M: -11.56%
  • 5Y: 18.85%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Harsha Upadhyaya (Since over 12 years)
ISIN INF174K01LF9
Fund Family Kotak
P/E Ratio 23.91
P/B Ratio 3.61
Launch Date January 01, 2013
Benchmark Nifty LargeMidcap 250 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty LargeMidcap 250 TR INR

Alpha 2.26
Beta 0.90
R-Squared 92.66
Info Ratio 0.39
Tracking Err 3.88
Sortino 1.499
Sharpe 0.871
Std Dev 13.335
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 21.37%
Industrial 18.06%
Technology 11.05%
Basic Materials 10.57%
Consumer Cyclical 12.84%
Utilities Services 5.84%
Healthcare Services 8.86%
Energy Services 5.97%
Communication Services 2.59%
Consumer Defensive 1.96%
Real Estate 0.90%
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 Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Religare invesco mutual fund
Invesco India Large&MidCap Fund Direct Plan Growth
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Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
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Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
115.112 -1.47% 3,612 cr 0.64% High
Dsp
DSP Equity Opportunities Fund Direct Plan Growth
618.674 10.71% 13,444 cr 0.71% Average
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
25.233 8.77% 3,873 cr 0.89% Above Average
Kotak
Kotak Equity Opportunities Direct Growth
342.551 8.15% 24,534 cr 0.58% Below Average
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Sbi
SBI Large & Midcap Fund Direct Growth
602.718 8.18% 28,677 cr 0.73% Low


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