₹ 332.438
NAV (Oct 28)
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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 332.438
NAV (Oct 28)
Last 1Y | 39.6% |
Last 3Y | 19.4% |
Last 5Y | 22.5% |
Last 10Y | 16.4% |
Since Inception | 19% |
6 Month CAGR | 9.9% |
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 | 1.59% |
Launched 20Y ago | 2004-09-09 |
AUM in Crores | 26175.2 |
ISIN | INF174K01187 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.1 |
Beta | 0.9 |
Sharpe Ratio | 1.2 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak Equity Opportunities Fund (G) | 13,03,163 | 5,70,551 | 22.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
HDFC Bank Ltd.
5.15%State Bank of India
3.83%Bharat Electronics Ltd.
3.53%ICICI Bank Ltd.
3.15%Zomato Ltd.
3.07%Financial
18.57%Energy
12.06%Capital Goods
11.05%Automobile
8.86%Healthcare
8.45%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Kotak Mahindra Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13.9% | 15.8% | ||
15.7% | 8.6% | ||
- | 5.7% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Equity Opportunities Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.99% over 20 years. The fund has grown over a period of 20 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Harsha Upadhyaya.
Nav of Kotak Equity Opportunities Fund (G) as of 10/28/2024 is ₹332.44 with the total AUM as of 10/29/2024 is ₹26175.17. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Opportunities Fund (G) was launched on 2004-09-09. The category risk of the fund is Very High.
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 Large Midcap 250 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 39.55% 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).
What is Kotak Equity Opportunities Fund (G)?
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?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.59% for regular plan.
What is the NAV of Kotak Equity Opportunities Fund (G)?
Today's Kotak Equity Opportunities Fund (G) NAV is ₹332.44.