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  • Kotak Mutual Fund
  • Kotak Equity Opportunities Fund (Growth)

Formerly Kotak Opportunities Reg Gr

Kotak Mutual Fund

Kotak Equity Opportunities Fund (Growth)

EquityLarge & Mid Cap

293.109

NAV (Apr 18)

19.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap 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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

293.109

NAV (Apr 18)

Fund Returns

Last 1Y
41.3%
Last 3Y
21.6%
Last 5Y
19.4%
Last 10Y
18.1%
Since Inception
18.8%
6 Month CAGR
18.7%

Scheme Information

Investment 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.

Expense Ratio
1.62
Launched (20y ago)
Sep 09, 2004
AUM in Crores
19861.463
ISIN
INF174K01187
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.7
Standard Deviation (5yr)
17.6
Beta (3yr)
0.84
Beta (5yr)
0.87
Sharpe Ratio (3yr)
1.225
Sharpe Ratio (5yr)
0.791
YTM
0
Fund Managers

Harsha Upadhyaya

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Equity Opportunities Fund (Growth)70%11,97,078 4,64,46619.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-04-18

Top Stock Holdings

state bank of india

4.2%
4.2%

maruti suzuki india ltd

4.1%
4.1%

larsen & toubro ltd

3.5%
3.5%

hdfc bank ltd

3.5%
3.5%

axis bank ltd

3.3%
3.3%
See all holdings

Allocation by Sector

industrials

20.8%
20.8%

financial services

18.6%
18.6%

consumer cyclical

17.3%
17.3%

basic materials

13.2%
13.2%

energy

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 384,859 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

14.2%

8.4%

11.8%

12.8%

-

5%

14.2%

8.4%

14.2%

8.4%

Kotak Equity Opportunities Fund (G) Review

Kotak Equity Opportunities Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.8% over a period of 19 years. The fund was previously known as Kotak Opportunities Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Harsha Upadhyaya.

Nav of Kotak Equity Opportunities Fund (G) as of 4/18/2024 is ₹293.11 with the total AUM as of 4/19/2024 is ₹19861.463. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Opportunities Fund (G) was launched on Sep 09, 2004. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Equity Opportunities Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Kotak Equity Opportunities Fund (G) 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 Nifty LargeMidcap 250 TR INR.

Kotak Equity Opportunities Fund (G) is rated as a 3 fund in Equity and delivered 41.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Equity Opportunities Fund (G).

Frequently Asked Questions

What is Kotak Equity Opportunities Fund (G)?

Kotak Equity Opportunities Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Equity Opportunities Fund (G)?

You can invest in Kotak Equity Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Equity Opportunities Fund (G)?

The minimum sip amount for Kotak Equity Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Equity Opportunities Fund (G) good to invest in?

As per Scripbox experts, Kotak Equity Opportunities Fund (G) is a Neutral fund. You can investKotak Equity Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Equity Opportunities Fund (G)?

The expense ratio of the Kotak Equity Opportunities Fund (G) is 1.62% for regular plan.