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Kotak Equity Opportunities Fund - Growth

Category: Equity: Large and Mid Cap Launch Date: 05-09-2004
AUM:

₹ 21,495.8 Cr

Expense Ratio

1.62%

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 48.75 23.52 21.33
NIFTY LARGE MIDCAP 250 TRI 46.02 22.64 21.81
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
319.535
Last change
0.82 (0.2572%)
Fund Size (AUM)
₹ 21,495.8 Cr
Performance
19.21% (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 4.23
Maruti Suzuki India Ltd. 3.88
HDFC Bank Ltd. 3.39
Axis Bank Ltd. 3.36
Linde India Ltd. 3.13
Larsen & Toubro Ltd. 3.12
Bharat Electronics Ltd. 3.1
ICICI Bank Ltd. 2.94
Bharat Forge Ltd. 2.78
Cummins India Ltd. 2.78

Sector Allocation

Sector Holdings (%)
Financial 17.14
Capital Goods 14.67
Automobile 13.06
Energy 10.1
Healthcare 6.61
Chemicals 5.54
Services 5.47
Metals & Mining 4.5
Technology 4.26
Construction 4.22

Peer Comparison

Scheme Name 5Y (%)
Kotak Equity Opp Gr 21.33
Quant Large & MidCap Gr 27.34
Bandhan Core Equity Reg Gr 21.34
Motilal Oswal Large and MidCap Reg Gr 0.0
Mahindra Manulife Large & Mid Cap Fund Reg Gr 0.0
Nippon India Vision Gr Gr 19.52
Invesco India Large and Mid Cap Gr 18.96
HSBC Large and Mid Cap Gr 19.88
HDFC Large and Mid Cap Gr 21.99
DSP Equity Opp Reg Gr 19.95