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

Formerly Kotak Opportunities Reg Gr

Kotak Mutual Fund

Kotak Equity Opportunities Fund (Growth)

EquityLarge & Mid Cap

Top Ranked

211.99

NAV (Dec 06)

13.3%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

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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

211.99

NAV (Dec 6)

Fund Returns

Last 1Y

12.6%

Last 3Y

19.2%

Last 5Y

13.3%

Last 10Y

15.5%

Since Inception

18.2%

6 Month CAGR

14.6%

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

1.78

Launched (18y ago)

Sep 09, 2004

AUM in Crores

11370.293

ISIN

INF174K01187

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.2

Standard Deviation (5yr)

18.4

Beta (3yr)

0.89

Beta (5yr)

0.88

Sharpe Ratio (3yr)

0.734

Sharpe Ratio (5yr)

0.481

YTM

0

Fund Managers

Harsha Upadhyaya

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-06

Top Stock Holdings

icici bank ltd

5.6%
5.6%

state bank of india

5.6%
5.6%

axis bank ltd

4.6%
4.6%

reliance industries ltd

3.8%
3.8%

larsen & toubro ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

24.1%
24.1%

industrials

20.6%
20.6%

basic materials

15.5%
15.5%

consumer cyclical

11.9%
11.9%

technology

5%
5%
See all sectors

Compare Kotak Equity Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.5%

    6.8%

    -

    -1.6%

    10.5%

    6.8%

    10.5%

    6.8%

    5.1%

    7.2%

    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 18.2% over a period of 18 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 12/6/2022 is ₹211.99 with the total AUM as of 12/7/2022 is ₹11370.293. 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 IISL Nifty LargeMidcap 250 TR INR.

    Kotak Equity Opportunities Fund (G) is rated as a 4 fund in Equity and delivered 12.6% 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 stocks 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 Top Ranked 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 1.78% for regular plan.