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

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

170.660 (0.126%)

NAV on January 14, 2021

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 4,633 cr

Turnover Ratio 106.98%

Expense Ratio 0.81%

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

Returns

1M: 6.98%
1Y: 20.62%
3M: 22.14%
3Y: 10.34%
6M: 34.64%
5Y: 16.75%

Min Investment 5,000

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SECTOR WEIGHTINGS (%)

Financial 17.44%

Industrial 14.56%

Technology 11.48%

Basic Materials 20.12%

Consumer Cyclical 9.53%

Utilities Services 5.21%

Healthcare Services 6.57%

Energy Services 7.78%

Communication Services 0.00%

Consumer Defensive 7.31%

Real Estate 0.00%

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.

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Top Rated
Top Performing

Top Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth	80.691	27.84%	14,302 cr	0.74%	Average
Principal Emerging Bluechip Fund - Direct Plan - Growth Option	148.140	26.06%	2,418 cr	0.96%	Average
Kotak Equity Opportunities - Growth - Direct	170.660	20.62%	4,633 cr	0.81%	Below Average
Invesco India Growth Opportunities Fund - Direct Plan - Growth	48.420	18.94%	3,472 cr	0.54%	Below Average
LIC MF Large & Mid Cap Direct Growth	20.595	17.78%	930 cr	0.88%	Below Average
DSP Equity Opportunities Fund - Direct Plan - Growth	304.634	20.20%	5,535 cr	1.00%	Above Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Canara Robeco Emerging Equities-Direct Plan-Growth Option	136.670	28.11%	7,313 cr	0.76%	Average
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth	80.691	27.84%	14,302 cr	0.74%	Average
Axis Growth Opportunities Fund Direct Growth	15.680	26.45%	2,067 cr	0.68%	-
Edelweiss Large & Mid Fund - Direct Plan - Growth Option	44.701	23.40%	615 cr	0.89%	Low
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth	559.830	21.36%	4,901 cr	1.06%	High
Kotak Equity Opportunities - Growth - Direct	170.660	20.62%	4,633 cr	0.81%	Below Average
Invesco India Growth Opportunities Fund - Direct Plan - Growth	48.420	18.94%	3,472 cr	0.54%	Below Average