Kotak Equity Opportunities Fund - Growth
Category: Equity: Large and Mid Cap
Launch Date: 05-09-2004
AUM:
₹ 22,329.12 Cr
Expense Ratio
1.61%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF174K01187
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Harsha Upadhyaya, Arjun Khanna
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Equity Opportunities Fund - Growth | 48.08 | 23.63 | 22.42 |
| NIFTY LARGE MIDCAP 250 TRI | 45.82 | 22.01 | 22.46 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
333.106
Last change
3.13 (0.9387%)
Fund Size (AUM)
₹ 22,329.12 Cr
Performance
19.4% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Fund Manager
Harsha Upadhyaya, Arjun Khanna
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| State Bank of India | 4.09 |
| Bharat Electronics Ltd. | 3.78 |
| Maruti Suzuki India Ltd. | 3.61 |
| HDFC Bank Ltd. | 3.29 |
| Bharat Forge Ltd. | 3.27 |
| Axis Bank Ltd. | 3.23 |
| Linde India Ltd. | 3.18 |
| Larsen & Toubro Ltd. | 3.06 |
| Cummins India Ltd. | 2.9 |
| ICICI Bank Ltd. | 2.76 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 16.3 |
| Capital Goods | 15.97 |
| Automobile | 13.02 |
| Energy | 10.94 |
| Healthcare | 7.41 |
| Chemicals | 5.56 |
| Services | 5.29 |
| Metals & Mining | 4.77 |
| Construction | 4.36 |
| Technology | 3.53 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Equity Opp Gr | 22.42 |
| Quant Large & MidCap Gr | 28.56 |
| Bandhan Core Equity Reg Gr | 22.31 |
| Invesco India Large and Mid Cap Gr | 20.61 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| HSBC Large and Mid Cap Gr | 21.47 |
| DSP Equity Opp Reg Gr | 21.42 |
| UTI Large & Mid Cap Fund Reg Gr | 21.78 |
| Nippon India Vision Gr Gr | 20.51 |
| HDFC Large and Mid Cap Gr | 23.46 |