Kotak Mutual Fund

Kotak Equity Opportunities Fund Direct Plan Growth

₹ 359.69

NAV (Apr 17)

26.37%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

View all 4 analysis

cheveron-blue

View Less

cheveron-blue
Scripbox Recommended Large and Mid Cap Funds
recommended-badge
Want the large and mid cap funds that are right for your long term equity investment needs?Learn morecheveron-blue

Scheme Information

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.

Expense Ratio
0.61 %
Launched
-
AUM in Crores
24912.7
ISIN
INF174K01LF9
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14
Beta
0.9
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

HDFC Bank Ltd.

5.15%
5.15%

State Bank of India

3.83%
3.83%

Bharat Electronics Ltd.

3.53%
3.53%

ICICI Bank Ltd.

3.15%
3.15%

Eternal Ltd.

3.07%
3.07%
See all holdings
right-arrow

Allocation by Sector

Financial

22.04%
22.04%

Energy

10.92%
10.92%

Technology

9.52%
9.52%

Capital Goods

9.19%
9.19%

Healthcare

8.67%
8.67%
See all sectors
right-arrow

Frequently Asked Questions

Loading...