Formerly Kotak Equity Opportunities Reg DP
Not Reviewed yet
17 Years. The fund has an Extended history for analysis and the track record is excellent.
8,207 Cr. Category leader in size
Superior. The category has a superior investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
NAV (Dec 6)
6 Month CAGR
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.
Low to Moderate
Very High Risk
Launched (17y ago)
Sep 09, 2004
AUM in Crores
IISL Nifty LargeMidcap 250 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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%|
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 21,676 cr
₹ 5,381 cr
₹ 5,380 cr
₹ 4,084 cr
₹ 3,456 cr
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 282,891 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Kotak Equity Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW) is a Diversified Equity fund and has delivered an annualised return of 18.3% over a period of 17 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 manager’s name is Harsha Upadhyaya
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. . However, there is no assurance that the objective of the scheme will be realized.
The Kotak Equity Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW) fund was launched on Sep 09, 2004. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-06 is ₹32.85. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹8206.326. The category risk of the Kotak Equity Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW) fund is Very High Risk. The fund charges 1.89 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 97% in this asset class. The top three holdings of the fund are , icici bank ltd , state bank of india , infosys ltd , larsen & toubro ltd , srf ltd , bajaj finance ltd , triparty repo , hdfc bank ltd , tata consultancy services ltd , reliance industries ltd , jindal steel & power ltd , bharat electronics ltd , coromandel international ltd , gujarat state petronet ltd , housing development finance corp ltd , jk cement ltd , ultratech cement ltd , linde india ltd , axis bank ltd , itc ltd , dr. lal pathlabs ltd , bharti airtel ltd , cipla ltd , max financial services ltd , sun pharmaceuticals industries ltd , balkrishna industries ltd , thermax ltd , ramco cements ltd , bharat forge ltd , blue star ltd , au small finance bank ltd , hindalco industries ltd , page industries ltd , shree cement ltd , united spirits ltd , aia engineering ltd , jubilant foodworks ltd , cummins india ltd , schaeffler india ltd , abb india ltd , supreme industries ltd , bata india ltd , gland pharma ltd , indraprastha gas ltd , petronet lng ltd , dr reddy's laboratories ltd , kalpataru power transmission ltd , polycab india ltd , v-guard industries ltd , techno electric & engineering co ltd , hero motocorp ltd , beml ltd , cholamandalam financial holdings ltd , dalmia bharat ltd , united breweries ltd , zomato ltd , bharti airtel ltd (partly paid rs.1.25) , kotak liquid dir gr , net current assets/(liabilities)
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 of Income Distribution cum Cap Wdrl (PIDCW) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Equity Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.