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

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

135.288 (0.449%)

NAV on November 27, 2019

Category Equity:
Large & Mid- Cap

Investment StyleBox

Large Growth

Total Assets 2,732 cr

Turnover Ratio 88.18%

Expense Ratio 1.16%

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

Returns

1M: 4.80%
1Y: 16.17%
3M: 9.76%
3Y: 13.72%
6M: 2.70%
5Y: 11.47%

Min Investment 5,000

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SECTOR WEIGHTINGS (%)

Financial 28.06%

Industrial 18.06%

Technology 7.66%

Basic Materials 16.33%

Consumer Cyclical 7.25%

Utilities Services 7.11%

Healthcare Services 4.06%

Energy Services 8.76%

Communication Services 0.00%

Consumer Defensive 2.72%

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	60.693	17.72%	8,868 cr	0.84%	Above Average
Sundaram large and Mid Cap - Direct Plan - Growth Option	38.807	15.05%	871 cr	1.28%	Average
Invesco India Growth Opportunities Fund - Direct Plan - Growth	39.950	14.24%	1,991 cr	1.09%	Average
Canara Robeco Emerging Equities-Direct Plan-Growth Option	102.640	10.70%	5,235 cr	0.82%	High
Kotak Equity Opportunities - Growth - Direct	135.288	16.17%	2,732 cr	1.16%	Below Average
DSP Equity Opportunities Fund - Direct Plan - Growth	246.051	14.41%	5,631 cr	0.97%	Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Growth Opportunities Fund Direct Growth	12.030	18.29%	892 cr	0.56%	-
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth	60.693	17.72%	8,868 cr	0.84%	Above Average
Tata Large & Mid Cap Fund Direct Plan Growth	236.469	17.22%	1,507 cr	1.25%	Below Average
Kotak Equity Opportunities - Growth - Direct	135.288	16.17%	2,732 cr	1.16%	Below Average
LIC MF Large & Mid Cap Direct Growth	16.867	15.08%	569 cr	1.56%	Above Average
Sundaram large and Mid Cap - Direct Plan - Growth Option	38.807	15.05%	871 cr	1.28%	Average
Invesco India Growth Opportunities Fund - Direct Plan - Growth	39.950	14.24%	1,991 cr	1.09%	Average