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Latest NAV & returns of KOTAK AMC LTD.

Kotak Equity Opportunities - Growth - Direct

previously known as Kotak Opportunities Dir Gr until
126.363 (-0.101%)
NAV on March 22, 2019
Category Equity:
Large & Mid- Cap
Investment StyleBox
Large Growth
Total Assets 2,312 cr
Turnover Ratio 43.72%
Expense Ratio 1.11%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 7.40%
  • 1Y: 7.86%
  • 3M: 5.70%
  • 3Y: 16.50%
  • 6M: 4.77%
  • 5Y: 18.45%
Min Investment 5,000
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ADDITIONAL INFO
Fund Manager Harsha Upadhyaya (Since over 6 years)
ISIN INF174K01LF9
Fund Family Kotak
P/E Ratio 25.25
P/B Ratio 3.25
Launch Date January 01, 2013
Benchmark IISL Nifty 200 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty 200 TR INR

Alpha 1.42
Beta 0.96
R-Squared 93.38
Info Ratio 0.30
Tracking Err 3.50
Sortino 1.960
Sharpe 1.061
Std Dev 13.440
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 28.49%
Industrial 15.64%
Technology 10.52%
Basic Materials 13.06%
Consumer Cyclical 7.48%
Utilities Services 6.71%
Healthcare Services 5.32%
Energy Services 8.38%
Communication Services 0.00%
Consumer Defensive 4.40%
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.

View Factsheet
Top Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Mirae
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
55.389 11.34% 6,444 cr 0.61% Above Average
Canara robeco mutual fund
Canara Robeco Emerging Equities-Direct Plan-Growth Option
98.540 4.40% 4,190 cr 0.92% High
Kotak
Kotak Equity Opportunities - Growth - Direct
126.363 7.86% 2,312 cr 1.11% Below Average
Dsp
DSP Equity Opportunities Fund - Direct Plan - Growth
229.555 5.11% 5,416 cr 1.09% Above Average
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Mirae
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
55.389 11.34% 6,444 cr 0.61% Above Average
Religare invesco mutual fund
Invesco India Growth Opportunities Fund - Direct Plan - Growth
36.960 8.80% 1,115 cr 1.09% Average
Sundaram mutual fund
Sundaram large and Mid Cap - Direct Plan - Growth Option
35.411 8.44% 513 cr 1.78% Below Average
Esselnewlogo
Essel Large & Mid Cap Fund Direct Growth
16.003 8.32% 95 cr 1.62% Average
Kotak
Kotak Equity Opportunities - Growth - Direct
126.363 7.86% 2,312 cr 1.11% Below Average
Tata
Tata Large & Mid Cap Fund Direct Plan Growth
212.990 7.16% 1,275 cr 0.83% Below Average
Canara robeco mutual fund
Canara Robeco Emerging Equities-Direct Plan-Growth Option
98.540 4.40% 4,190 cr 0.92% High


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