Kotak Equity Opportunities Fund Idcw Direct Plan

60.47
NAV (Apr 26,2024)

Introducing the Kotak Equity Opportunities Fund - IDCW - Direct Plan, an excellent investment option for those seeking opportunities in the equity market. With an expense ratio of 0.53, it offers a potential return on investment with a PE ratio of 39.94 and a PB ratio of 6.00. The scheme has established itself since 2013, with a minimum investment requirement of INR 100 and no lock-in period. Don't miss out on the potential growth this fund has to offer.

Kotak Equity Opportunities Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Equity Opportunities Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    42.40
  • P/B Ratio
    UM_URBAN_MONEY

    6.32
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.53%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

19861.46 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 Apr 28, 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 %)

11,328.97 (13.29%)12,923.19 (29.23%)14,694.52 (46.95%)19,237.38 (92.37%)26,284.4 (162.84%)
33,986.91 (13.29%)38,769.57 (29.23%)44,083.56 (46.95%)57,712.14 (92.37%)78,853.2 (162.84%)
56,644.85 (13.29%)64,615.95 (29.23%)73,472.6 (46.95%)96,186.9 (92.37%)1,31,422 (162.84%)
90,631.76 (13.29%)1,03,385.52 (29.23%)1,17,556.16 (46.95%)1,53,899.04 (92.37%)2,10,275.2 (162.84%)
1,13,289.7 (13.29%)1,29,231.9 (29.23%)1,46,945.2 (46.95%)1,92,373.8 (92.37%)2,62,844 (162.84%)

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 INDIA4.17%
  • Maruti Suzuki India Limited4.12%
  • Larsen and Toubro Ltd3.53%
  • HDFC BANK LTD3.50%
  • AXIS BANK LTD3.27%
  • ICICI BANK LTD3.03%
  • Bharat Electronics Ltd2.89%
  • Cummins India Ltd2.76%
  • BHARAT FORGE LTD2.67%
  • Linde India Ltd2.63%
  • Triparty Repo2.59%
  • Zomato Ltd2.48%
  • RELIANCE INDUSTRIES LTD2.39%
  • Hero MotoCorp Ltd2.32%
  • Jindal Steel & Power Ltd2.22%
  • SUN PHARMACEUTICAL INDUSTRIES LTD2.20%
  • GAIL India Ltd2.19%
  • SRF Ltd1.93%
  • Apollo Tyres Ltd1.93%
  • ABB India Ltd1.92%
  • Thermax Ltd1.79%
  • JK Cement Ltd1.74%
  • Infosys Ltd1.73%
  • BLUE STAR LTD1.70%
  • Ultratech Cement Ltd1.62%
  • Hindustan Petroleum Corporation Ltd1.56%
  • BHARTI AIRTEL LTD1.45%
  • Ashok Leyland Ltd1.42%
  • CRISIL Ltd1.42%
  • Bharat Petroleum Corporation Ltd1.36%
  • Coromandel International Limited1.33%
  • Tata Consultancy Services Ltd1.32%
  • Gujarat State Petronet Ltd1.22%
  • Oberoi Realty Limited1.19%
  • Exide Industries Ltd1.17%
  • IPCA Laboratories Ltd1.14%
  • Cipla Ltd1.13%
  • SHRIRAM FINANCE LIMITED1.07%
  • Petronet LNG Ltd1.06%
  • Schaeffler India Ltd1.04%
  • United Spirits Ltd0.97%
  • Voltas Ltd0.94%
  • Max Financial Services Ltd0.92%
  • AIA Engineering Limited0.91%
  • Hindustan Unilever Ltd0.91%
  • Mphasis Ltd0.90%
  • KALPATARU PROJECTS INTERNATIONAL LIMITED0.86%
  • AU SMALL FINANCE BANK LTD0.74%
  • Sun TV Network Limited0.73%
  • Tata Chemicals Ltd0.70%
  • Glaxosmithkline Pharma Ltd0.65%
  • Honeywell Automation India Ltd0.64%
  • Balkrishna Industries Ltd0.64%
  • Hindalco Industries Ltd0.62%
  • Coforge Limited0.61%
  • Bosch Limited0.60%
  • Indraprastha Gas Ltd0.60%
  • Container Corporation of India Ltd0.53%
  • BANK OF BARODA0.53%
  • Fortis Healthcare India Ltd0.49%
  • BEML Limited0.48%
  • Ajanta Pharma Ltd0.45%
  • The Ramco Cements Ltd0.45%
  • ASTRA MICROWAVE PRODUCTS LTD0.44%
  • V Guard Industries Ltd0.42%
  • Kotak Liquid Scheme Direct Plan Growth0.39%
  • Vedant Fashions Ltd0.37%
  • Net Current Assets Liabilities0.27%

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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