Kotak Equity Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Equity Opportunities Growth Direct Plan

NAV
₹353.5670
+0.03%
(3 Apr)
AUM
22,853 Cr
TER
0.61%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.7%
+12.6%
+11.1%
+10.5%
+6.8%
+6.5%
3Y
+20.9%
+24.3%
+22.2%
+20.3%
+17.4%
+15.5%
5Y
+28.9%
+32.6%
+33.0%
+33.6%
+28.8%
+28.1%
ALL
+17.9%
+23.4%
+16.1%
+16.7%
+17.2%
+15.6%
VOL
15.7%
19.5%
16.0%
15.5%
15.4%
-
TER
0.7%
0.6%
0.6%
0.8%
0.6%
-
AUM
₹5,930 Cr
₹7,625 Cr
₹7,234 Cr
₹17,818 Cr
₹22,853 Cr
-
INFO
1.14
1.20
1.00
1.08
1.11
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Equity Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
6.4%
Infosys Ltd
4.3%
ICICI Bank Ltd
3.6%
Zomato Ltd
3.4%
State Bank of India
3.3%
Bharat Electronics Ltd
3.0%
Axis Bank Ltd
2.8%
Larsen & Toubro Ltd
2.6%
Coromandel International Ltd
2.4%
Triparty Repo
2.3%
Top industry exposure
Financial Services
23.2%
Industrials
15.9%
Consumer Cyclical
13.1%
Basic Materials
10.2%
Technology
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
24%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Harsha Upadhyaya

FAQs