Formerly Kotak Opportunities Reg DR
₹ 28.761
NAV (Mar 05)
Top Ranked
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Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
17 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
4,675 Cr. Large within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1.96 %
Expense Ratio
Sep 09, 2004
Launched (17y ago)
₹ 4,675
AUM in Crores
INF174K01195
ISIN
No Lock-in
Lock-in
IISL Nifty 200 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
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₹ 12,325 Cr
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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Kotak Equity Opportunities Fund (DR-Q) is a diversified equity fund and has delivered an annualised return of 18.3% over a period of 17 years .The fund was previously known as Kotak Opportunities Reg DR.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya.
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. However, there is no assurance that the objective of the scheme will be realized.
The Kotak Equity Opportunities Fund (DR-Q) fund was launched on Sep 09, 2004. The NAV (Net Asset Value) of this diversified equity as of 2021-03-05 is ₹ 28.761. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 4674.507. The category risk of the Kotak Equity Opportunities Fund (DR-Q) fund is Low to Moderate Risk. The fund charges 1.96 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.5% in this asset class. The top three holdings of the fund are infosys ltd,tata consultancy services ltd and icici bank ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 200 TR INR
Kotak Equity Opportunities Fund (DR-Q) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Equity Opportunities Fund (DR-Q) has a score of 4 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.