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

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

143.186 (0.237%)

NAV on January 17, 2020

Category Equity:
Large & Mid- Cap

Investment StyleBox

Large Growth

Total Assets 2,928 cr

Turnover Ratio 88.18%

Expense Ratio 1.12%

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

Returns

1M: 5.14%
1Y: 18.65%
3M: 12.64%
3Y: 14.28%
6M: 12.44%
5Y: 11.78%

Min Investment 5,000

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SECTOR WEIGHTINGS (%)

Financial 28.87%

Industrial 17.61%

Technology 7.04%

Basic Materials 17.39%

Consumer Cyclical 8.32%

Utilities Services 6.9%

Healthcare Services 3.77%

Energy Services 8.23%

Communication Services 0.00%

Consumer Defensive 1.87%

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	63.689	20.72%	9,516 cr	0.83%	Above Average
Kotak Equity Opportunities - Growth - Direct	143.186	18.65%	2,928 cr	1.12%	Below Average
Invesco India Growth Opportunities Fund - Direct Plan - Growth	41.280	16.38%	2,239 cr	1.06%	Average
Sundaram large and Mid Cap - Direct Plan - Growth Option	39.900	15.71%	1,016 cr	1.11%	Average
Canara Robeco Emerging Equities-Direct Plan-Growth Option	108.210	14.21%	5,339 cr	0.73%	Above Average
DSP Equity Opportunities Fund - Direct Plan - Growth	255.543	16.90%	5,589 cr	1.08%	Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Growth Opportunities Fund Direct Growth	12.470	21.78%	927 cr	0.55%	-
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth	63.689	20.72%	9,516 cr	0.83%	Above Average
LIC MF Large & Mid Cap Direct Growth	17.727	18.73%	603 cr	0.64%	Above Average
Kotak Equity Opportunities - Growth - Direct	143.186	18.65%	2,928 cr	1.12%	Below Average
Invesco India Growth Opportunities Fund - Direct Plan - Growth	41.280	16.38%	2,239 cr	1.06%	Average
Sundaram large and Mid Cap - Direct Plan - Growth Option	39.900	15.71%	1,016 cr	1.11%	Average
Edelweiss Large & Mid Fund - Direct Plan - Growth Option	36.700	15.26%	501 cr	0.92%	Below Average