• 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

183.582

NAV (May 27)

11.4%
5 Year CAGR
Scripbox Opinion

Top Ranked

Kotak Equity Opportunities Fund (Growth) is a good choice within large & mid cap mutual funds.

Scripbox recommends other funds for investment in large & mid cap.

Click here to see our recommendations.

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 ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

9,557 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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

183.582

NAV (May 27)

Fund Returns

Last 1Y

7.1%

Last 3Y

14.2%

Last 5Y

11.4%

Last 10Y

16.3%

Since Inception

17.9%

6 Month CAGR

-2.8%

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

1.89

Launched (18y ago)

Sep 09, 2004

AUM in Crores

9556.581

ISIN

INF174K01187

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Harsha Upadhyaya

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 2022-05-27

Top Stock Holdings

icici bank ltd

5.4%
5.4%

state bank of india

4.9%
4.9%

reliance industries ltd

4.1%
4.1%

triparty repo

4%
4%

srf ltd

3.9%
3.9%
See all holdings
allocation by market cap

Allocation by Sector

financial services

22.1%
22.1%

industrials

18.4%
18.4%

basic materials

18.4%
18.4%

consumer cyclical

9.3%
9.3%

technology

6.3%
6.3%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 282,860 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

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

    16.5%

    6.8%

    16.5%

    6.8%

    16.5%

    6.8%

    4.9%

    7.3%

    -

    20.8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 17.9% over a period of 17 years. The fund was previously known as Kotak Opportunities Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Harsha Upadhyaya.

    Nav of Kotak Equity Opportunities Fund (G) as of 5/27/2022 is ₹183.58 with the total AUM as of 5/28/2022 is ₹9556.581. 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 7.1% 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 1.89% for regular plan.