319.54
NAV (May 24,2024)

Kotak Equity Opportunities Fund - Growth is a mutual fund offered by Kotak Mahindra Asset Management Company. The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities. With an expense ratio of 1.63%, the fund has a track record of delivering consistent growth. The minimum investment required is ₹100, and there is no lock-in period. As of the established date in September 2004, the fund's scheme assets under management are ₹19,092.3.

Kotak Equity Opportunities Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Equity Opportunities Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    43.89
  • P/B Ratio
    UM_URBAN_MONEY

    6.63
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.95
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.62%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

21495.79 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,273.58 (12.74%)12,876.84 (28.77%)14,874.62 (48.75%)18,845.4 (88.45%)26,288.57 (162.89%)
33,820.74 (12.74%)38,630.52 (28.77%)44,623.86 (48.75%)56,536.2 (88.45%)78,865.71 (162.89%)
56,367.9 (12.74%)64,384.2 (28.77%)74,373.1 (48.75%)94,227 (88.45%)1,31,442.85 (162.89%)
90,188.64 (12.74%)1,03,014.72 (28.77%)1,18,996.96 (48.75%)1,50,763.2 (88.45%)2,10,308.56 (162.89%)
1,12,735.8 (12.74%)1,28,768.4 (28.77%)1,48,746.2 (48.75%)1,88,454 (88.45%)2,62,885.7 (162.89%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • STATE BANK OF INDIA4.23%
  • Maruti Suzuki India Limited3.88%
  • HDFC BANK LTD3.39%
  • AXIS BANK LTD3.36%
  • Linde India Ltd3.13%
  • Larsen and Toubro Ltd3.12%
  • Bharat Electronics Ltd3.10%
  • ICICI BANK LTD2.94%
  • Cummins India Ltd2.78%
  • BHARAT FORGE LTD2.78%
  • Zomato Ltd2.70%
  • GAIL India Ltd2.33%
  • Jindal Steel & Power Ltd2.25%
  • RELIANCE INDUSTRIES LTD2.18%
  • Hero MotoCorp Ltd2.06%
  • Apollo Tyres Ltd1.95%
  • SUN PHARMACEUTICAL INDUSTRIES LTD1.89%
  • Triparty Repo1.87%
  • Thermax Ltd1.85%
  • BLUE STAR LTD1.84%
  • SRF Ltd1.83%
  • ABB India Ltd1.83%
  • Exide Industries Ltd1.67%
  • JK Cement Ltd1.58%
  • Ultratech Cement Ltd1.53%
  • Infosys Ltd1.52%
  • Hindustan Petroleum Corporation Ltd1.50%
  • Ashok Leyland Ltd1.48%
  • BHARTI AIRTEL LTD1.45%
  • Coromandel International Limited1.38%
  • Voltas Ltd1.37%
  • IPCA Laboratories Ltd1.37%
  • Bharat Petroleum Corporation Ltd1.27%
  • Schaeffler India Ltd1.26%
  • Tata Consultancy Services Ltd1.20%
  • Petronet LNG Ltd1.16%
  • CRISIL Ltd1.12%
  • Oberoi Realty Limited1.10%
  • SHRIRAM FINANCE LIMITED1.07%
  • Mphasis Ltd1.02%
  • Cipla Ltd0.98%
  • Gujarat State Petronet Ltd0.94%
  • United Spirits Ltd0.93%
  • KALPATARU PROJECTS INTERNATIONAL LIMITED0.91%
  • Tata Chemicals Ltd0.88%
  • Glaxosmithkline Pharma Ltd0.87%
  • Max Financial Services Ltd0.86%
  • Hindustan Unilever Ltd0.83%
  • AIA Engineering Limited0.82%
  • Honeywell Automation India Ltd0.78%
  • Tata Steel Ltd0.77%
  • AU SMALL FINANCE BANK LTD0.77%
  • Sun TV Network Limited0.73%
  • Indraprastha Gas Ltd0.68%
  • Hindalco Industries Ltd0.66%
  • Biocon Ltd0.62%
  • Container Corporation of India Ltd0.57%
  • Bosch Limited0.55%
  • BANK OF BARODA0.52%
  • Coforge Limited0.52%
  • BEML Limited0.49%
  • ASTRA MICROWAVE PRODUCTS LTD0.48%
  • Fortis Healthcare India Ltd0.47%
  • Ajanta Pharma Ltd0.41%
  • The Ramco Cements Ltd0.41%
  • V Guard Industries Ltd0.40%
  • Kotak Liquid Scheme Direct Plan Growth0.36%
  • Balkrishna Industries Ltd0.36%
  • Vedant Fashions Ltd0.35%
  • Net Current Assets Liabilities-0.26%

Holdings Analysis

Fund Managers

HU

Mr. Harsha UpadhyayaSr. Vice President & Head of Equity

Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.

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