Kotak Equity Opportunities Fund Idcw Payout Direct Plan

Risk: Very High
₹ 66.91
NAV (Jul 25,2024)

Invest in the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan and seize lucrative opportunities in the Indian market. With an expense ratio of only ₹0.53, this fund aims to deliver long-term capital appreciation. Backed by an established date of January 1, 2013, and a scheme AUM of ₹19,092.3 crores, it offers high growth potential. With a minimum investment of just ₹100 and no lock-in period, maximize your returns with this promising investment option.

Kotak Equity Opportunities Fund Idcw Payout Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Equity Opportunities Fund Idcw Payout Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    46.16
  • P/B Ratio
    UM_URBAN_MONEY

    7.19
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.24

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.52%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 22329.12 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₹ 11,096.3 (10.96%)₹ 12,537.29 (25.37%)₹ 14,332.16 (43.32%)₹ 18,949.9 (89.50%)₹ 30,446.96 (204.47%)
₹ 30,000₹ 33,288.9 (10.96%)₹ 37,611.87 (25.37%)₹ 42,996.48 (43.32%)₹ 56,849.7 (89.50%)₹ 91,340.88 (204.47%)
₹ 50,000₹ 55,481.5 (10.96%)₹ 62,686.45 (25.37%)₹ 71,660.8 (43.32%)₹ 94,749.5 (89.50%)₹ 1,52,234.8 (204.47%)
₹ 80,000₹ 88,770.4 (10.96%)₹ 1,00,298.32 (25.37%)₹ 1,14,657.28 (43.32%)₹ 1,51,599.2 (89.50%)₹ 2,43,575.68 (204.47%)
₹ 1,00,000₹ 1,10,963 (10.96%)₹ 1,25,372.9 (25.37%)₹ 1,43,321.6 (43.32%)₹ 1,89,499 (89.50%)₹ 3,04,469.6 (204.47%)

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 INDIA4.09%
  • Bharat Electronics Ltd3.78%
  • Maruti Suzuki India Limited3.61%
  • HDFC BANK LTD3.29%
  • BHARAT FORGE LTD3.27%
  • AXIS BANK LTD3.23%
  • Linde India Ltd3.18%
  • Larsen and Toubro Ltd3.06%
  • Cummins India Ltd2.90%
  • ICICI BANK LTD2.76%
  • Zomato Ltd2.61%
  • Jindal Steel & Power Ltd2.39%
  • ABB India Ltd2.24%
  • Hero MotoCorp Ltd2.24%
  • GAIL India Ltd2.20%
  • RELIANCE INDUSTRIES LTD2.05%
  • BLUE STAR LTD1.87%
  • SUN PHARMACEUTICAL INDUSTRIES LTD1.77%
  • Hindustan Petroleum Corporation Ltd1.73%
  • Apollo Tyres Ltd1.70%
  • Thermax Ltd1.69%
  • Exide Industries Ltd1.66%
  • Triparty Repo1.66%
  • Ashok Leyland Ltd1.66%
  • Biocon Ltd1.52%
  • SRF Ltd1.48%
  • JK Cement Ltd1.47%
  • Ultratech Cement Ltd1.47%
  • Infosys Ltd1.45%
  • BHARTI AIRTEL LTD1.45%
  • Coromandel International Limited1.43%
  • Schaeffler India Ltd1.40%
  • Bharat Petroleum Corporation Ltd1.32%
  • Oberoi Realty Limited1.30%
  • Voltas Ltd1.22%
  • IPCA Laboratories Ltd1.14%
  • Tata Consultancy Services Ltd1.11%
  • Glaxosmithkline Pharma Ltd1.10%
  • Petronet LNG Ltd1.07%
  • Power Grid Corporation of India Ltd1.04%
  • CRISIL Ltd1.02%
  • Cipla Ltd0.97%
  • Mphasis Ltd0.97%
  • Tata Chemicals Ltd0.95%
  • SHRIRAM FINANCE LIMITED0.95%
  • Tata Steel Ltd0.94%
  • Gujarat State Petronet Ltd0.88%
  • United Spirits Ltd0.88%
  • KALPATARU PROJECTS INTERNATIONAL LIMITED0.86%
  • Honeywell Automation India Ltd0.85%
  • Hindustan Unilever Ltd0.83%
  • AIA Engineering Limited0.76%
  • AU SMALL FINANCE BANK LTD0.76%
  • Max Financial Services Ltd0.75%
  • Sun TV Network Limited0.71%
  • Hindalco Industries Ltd0.68%
  • Indraprastha Gas Ltd0.65%
  • BEML Limited0.59%
  • Container Corporation of India Ltd0.58%
  • ASTRA MICROWAVE PRODUCTS LTD0.57%
  • Bosch Limited0.54%
  • Fortis Healthcare India Ltd0.49%
  • BANK OF BARODA0.47%
  • V Guard Industries Ltd0.42%
  • Ajanta Pharma Ltd0.42%
  • Vedant Fashions Ltd0.37%
  • The Ramco Cements Ltd0.37%
  • Kotak Liquid Direct Growth0.35%
  • Net Current Assets Liabilities-1.20%

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 - IDCW Payout - Direct Plan?

The Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan is a high-risk mutual fund suitable for investors seeking aggressive growth potential.

What is the current NAV (Net Asset Value) of the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan as of Jul 25,2024?

The current NAV of the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan as of Jul 25,2024 is INR 66.91.

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

The Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan has shown impressive returns of 48.66% in the past year, 24.57% over the course of 3 years, and 22.19% in 5 years.

What is the expense ratio associated with the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan?

The Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan has a 0.53% expense ratio.

What is the minimum investment amount required for the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan?

The minimum investment for the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan is INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan?

Yes, the Kotak Equity Opportunities Fund - IDCW Payout - Direct Plan offers SIP starting from INR 100 per month.

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