Kotak Equity Opportunities Fund Growth

Risk: Very High
₹ 333.49
NAV (Jul 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

    47.01
  • P/B Ratio
    UM_URBAN_MONEY

    7.26
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.99
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.20

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.60%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 24055.25 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 Jul 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 %)

₹ 10,000₹ 11,171.45 (11.71%)₹ 12,382.02 (23.82%)₹ 14,213.75 (42.14%)₹ 18,270.72 (82.71%)₹ 29,051.68 (190.52%)
₹ 30,000₹ 33,514.35 (11.71%)₹ 37,146.06 (23.82%)₹ 42,641.25 (42.14%)₹ 54,812.16 (82.71%)₹ 87,155.04 (190.52%)
₹ 50,000₹ 55,857.25 (11.71%)₹ 61,910.1 (23.82%)₹ 71,068.75 (42.14%)₹ 91,353.6 (82.71%)₹ 1,45,258.4 (190.52%)
₹ 80,000₹ 89,371.6 (11.71%)₹ 99,056.16 (23.82%)₹ 1,13,710 (42.14%)₹ 1,46,165.76 (82.71%)₹ 2,32,413.44 (190.52%)
₹ 1,00,000₹ 1,11,714.5 (11.71%)₹ 1,23,820.2 (23.82%)₹ 1,42,137.5 (42.14%)₹ 1,82,707.2 (82.71%)₹ 2,90,516.8 (190.52%)

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

  • HDFC Bank Ltd4.90%
  • State Bank Of India3.88%
  • Bharat Electronics Ltd3.62%
  • Axis Bank Ltd3.26%
  • ICICI Bank Ltd3.24%
  • Bharat Forge Ltd3.12%
  • Reliance Industries Ltd3.12%
  • Linde India Ltd2.81%
  • Zomato Ltd2.79%
  • Larsen and Toubro Ltd2.73%
  • Hero MotoCorp Ltd2.26%
  • Jindal Steel & Power Ltd2.26%
  • GAIL India Ltd2.19%
  • Cummins India Ltd2.19%
  • ABB India Ltd2.03%
  • Sun Pharmaceutical Industries Ltd1.90%
  • Apollo Tyres Ltd1.85%
  • Blue Star Ltd1.77%
  • Infosys Ltd1.76%
  • Biocon Ltd1.75%
  • Coromandel International Limited1.73%
  • Ashok Leyland Ltd1.66%
  • Exide Industries Ltd1.64%
  • Ultratech Cement Ltd1.60%
  • Thermax Ltd1.56%
  • JK Cement Ltd1.55%
  • SRF Ltd1.52%
  • Hindustan Petroleum Corporation Ltd1.49%
  • Schaeffler India Ltd1.45%
  • Bharti Airtel Ltd1.42%
  • Power Grid Corporation of India Ltd1.31%
  • Voltas Ltd1.22%
  • Bharat Petroleum Corporation Ltd1.19%
  • Oberoi Realty Limited1.17%
  • Petronet LNG Ltd1.10%
  • Tata Consultancy Services Ltd1.10%
  • Shriram Finance Limited1.09%
  • Glaxosmithkline Pharma Ltd1.04%
  • IPCA Laboratories Ltd1.03%
  • Maruti Suzuki India Limited1.00%
  • CRISIL Ltd0.98%
  • Tata Steel Ltd0.98%
  • Mphasis Ltd0.97%
  • Tata Chemicals Ltd0.95%
  • Cipla Ltd0.92%
  • United Spirits Ltd0.90%
  • Honeywell Automation India Ltd0.87%
  • Gujarat State Petronet Ltd0.84%
  • Hindustan Unilever Ltd0.82%
  • AIA Engineering Limited0.80%
  • Kalpataru Projects International Limited0.78%
  • Sun TV Network Limited0.75%
  • Max Financial Services Ltd0.74%
  • AU Small Finance Bank Ltd0.73%
  • Indraprastha Gas Ltd0.69%
  • Triparty Repo0.67%
  • Hindalco Industries Ltd0.63%
  • Kotak Mahindra Bank Ltd0.60%
  • Astra Microwave Products Ltd0.58%
  • BEML Limited0.55%
  • Container Corporation of India Ltd0.52%
  • Bosch Limited0.51%
  • Bank Of Baroda0.46%
  • Fortis Healthcare India Ltd0.45%
  • V Guard Industries Ltd0.45%
  • The Ramco Cements Ltd0.38%
  • Ajanta Pharma Ltd0.38%
  • Vedant Fashions Ltd0.34%
  • Kotak Liquid Direct Growth0.33%
  • Net Current Assets Liabilities0.12%

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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FAQ's

What is the risk level associated with the Kotak Equity Opportunities Fund - Growth?

The Kotak Equity Opportunities Fund - Growth is a mutual fund with a Very High risk profile.

What is the current NAV (Net Asset Value) of the Kotak Equity Opportunities Fund - Growth as of Jul 24,2024?

The current NAV of the Kotak Equity Opportunities Fund - Growth as of Jul 24,2024 is INR 333.49.

What are the returns generated by the Kotak Equity Opportunities Fund - Growth over the past 1, 3, and 5 years?

The Kotak Equity Opportunities Fund - Growth has consistently performed well, delivering high returns of 46.99% over the past year, 23.10% over 3 years, and 21.01% over 5 years.

What is the expense ratio associated with the Kotak Equity Opportunities Fund - Growth?

The Kotak Equity Opportunities Fund - Growth has a low expense ratio of 1.62%.

What is the minimum investment amount required for the Kotak Equity Opportunities Fund - Growth?

The minimum investment amount needed for the Kotak Equity Opportunities Fund - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Equity Opportunities Fund - Growth?

Yes, SIP is available for the Kotak Equity Opportunities Fund - Growth with a minimum investment of INR 100 per month.

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