- Mutual Funds
- Kotak Mutual Fund
- Kotak Equity Opportunities Fund (PIDCW)
Formerly Kotak Equity Opportunities Reg DP
Kotak Equity Opportunities Fund (PIDCW)
₹ 42.819
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 42.819
NAV (Oct 3)
Fund Returns
Last 1Y | 24.5% |
Last 3Y | 25.3% |
Last 5Y | 16.6% |
Last 10Y | 17.3% |
Since Inception | 18.1% |
6 Month CAGR | 22.4% |
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.
Expense Ratio | 1.66 |
Launched (19y ago) | Sep 09, 2004 |
AUM in Crores | 15013.391 |
ISIN | INF174K01203 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.7 |
Standard Deviation (5yr) | 17.8 |
Beta (3yr) | 0.84 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 1.466 |
Sharpe Ratio (5yr) | 0.677 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Equity Opportunities Fund (PIDCW) | 11,10,463 | 3,77,851 | 16.6% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
4.4%state bank of india
4.1%axis bank ltd
4%maruti suzuki india ltd
3.8%bharat forge ltd
3.4%Allocation by Sector
financial services
20.4%industrials
19%consumer cyclical
16.5%basic materials
16.1%consumer defensive
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.1% | 6.9% | ||
- | 7.8% | ||
- | 4.1% | ||
3.1% | 6.9% | ||
3.1% | 6.9% |
Kotak Equity Opportunities Fund (PIDCW) Review
Kotak Equity Opportunities Fund (PIDCW) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.1% over a period of 19 years. The fund was previously known as Kotak Equity Opportunities Reg DP. 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 (PIDCW) as of 10/3/2023 is ₹42.82 with the total AUM as of 10/4/2023 is ₹15013.391. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Opportunities Fund (PIDCW) 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 (PIDCW) 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 (PIDCW) 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 (PIDCW) is rated as a 4 fund in Equity and delivered 24.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Equity Opportunities Fund (PIDCW).
Frequently Asked Questions
What is Kotak Equity Opportunities Fund (PIDCW)?
How to invest in Kotak Equity Opportunities Fund (PIDCW)?
You can invest in Kotak Equity Opportunities Fund (PIDCW) 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 (PIDCW)?
The minimum sip amount for Kotak Equity Opportunities Fund (PIDCW) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Equity Opportunities Fund (PIDCW) good to invest in?
As per Scripbox experts, Kotak Equity Opportunities Fund (PIDCW) is a Top Ranked fund. You can investKotak Equity Opportunities Fund (PIDCW) 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 (PIDCW)?
The expense ratio of the Kotak Equity Opportunities Fund (PIDCW) is 1.66% for regular plan.