MyWealthGrowth.com logo
HomeMutual Funds

Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.38

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,881 today.

Invest Now

NAV Performance

Kotak Equity Opportunities Fund performance graph for last 3 years
Performance of Kotak Equity Opportunities Fund for last 3 Years

Fund Information

  • ₹ 260.643

    as on 08 Dec 2023
  • Regular - Growth

  • 4 / 26

  • ₹ 5,000

  • ₹ 12,514 Cr.

    as on 31 May 2023
  • 1.68%

  • 09 Sep 2004

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • Kotak Mahindra Mutual Fund

    Show All Funds
  • Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Kotak Equity Opportunities Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Sep 2004. This fund is offered by one of the top AMC (Assets Management Company) Kotak Mahindra Mutual Fund. You can also view here all other Equity funds offered by Kotak Mahindra Mutual Fund.

Latest NAV of the fund is ₹ 260.643 as on 08 Dec 2023.

This fund has 19 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.68%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate capital appreciation from a diversified portfolio of equity and equity related securities.

List of Fund Managers of Kotak Equity Opportunities Fund

  • About Harsha Upadhyaya

    Picture of Harsha UpadhyayaMr. Harsha Upadhyaya has 23 years of proven experience spread over Equity Research & Fund Management. His prior stints have been with companies such as DSP BlackRock Investment Managers, Prabhudas Lilladher Pvt. Ltd, SG Asia Securities, Reliance Group and UTI Asset Management Co. Ltd.He holds a Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, a Post Graduate Management (Finance) from Indian Institute of Management, Lucknow, and is also a Chartered Financial Analyst from the CFA Institute.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.62% 10.50% 26.86% 37.65% 29.35% 27.99% 21.71% 23.66% 48.92% 32.22% 25.63% 25.52% 19.45%
Category Average 7.08% 6.11% 18.90% 21.75% 13.79% 21.51% 17.41% 17.64% 36.23% 23.10% 19.42% 20.78% 15.90%
Kotak Equity Opportunities Fund 6.33%₹ 10,633 5.17%₹ 10,516 17.31%₹ 11,731 22.17%₹ 12,217 33.23%₹ 14,062 15.92%₹ 13,436 23.47%₹ 30,110 21.38%₹ 17,881 19.89%₹ 48,201 18.77%₹ 23,654 21.16%₹ 1,01,520 17.60%₹ 50,697 16.62%₹ 2,87,067
SBI Large & Midcap Fund 6.35%₹ 10,634 3.70%₹ 10,370 14.46%₹ 11,445 17.25%₹ 11,725 27.94%₹ 13,745 14.19%₹ 13,039 20.80%₹ 29,390 22.78%₹ 18,511 19.23%₹ 47,759 18.19%₹ 23,085 21.48%₹ 1,02,304 17.68%₹ 51,022 16.48%₹ 2,84,881
ICICI Prudential Large & Mid Cap Fund 8.54%₹ 10,854 8.30%₹ 10,829 20.75%₹ 12,074 23.84%₹ 12,383 38.19%₹ 14,356 18.00%₹ 13,923 26.44%₹ 30,919 27.03%₹ 20,496 23.98%₹ 51,010 19.68%₹ 24,579 24.40%₹ 1,09,789 15.90%₹ 43,794 16.76%₹ 2,89,205
HDFC Growth Opportunities Fund 9.11%₹ 10,910 7.69%₹ 10,769 24.68%₹ 12,468 29.08%₹ 12,908 45.59%₹ 14,789 18.87%₹ 14,129 30.10%₹ 31,925 27.99%₹ 20,965 25.63%₹ 52,176 20.46%₹ 25,388 25.50%₹ 1,12,725 - -
Mirae Asset Emerging Bluechip Fund 7.94%₹ 10,793 5.51%₹ 10,550 20.27%₹ 12,027 21.29%₹ 12,129 35.50%₹ 14,197 10.72%₹ 12,259 21.41%₹ 29,556 20.83%₹ 17,643 17.69%₹ 46,732 19.97%₹ 24,877 21.25%₹ 1,01,748 23.66%₹ 83,839 19.45%₹ 3,34,445
Edelweiss Large & Mid Cap Fund 6.80%₹ 10,679 6.20%₹ 10,619 18.51%₹ 11,850 20.89%₹ 12,088 35.26%₹ 14,183 12.76%₹ 12,715 22.33%₹ 29,802 21.57%₹ 17,968 18.75%₹ 47,434 18.14%₹ 23,030 20.59%₹ 1,00,126 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    96.70%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.30%

Top Sector Holdings of Kotak Equity Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.02% ₹ 2,234.95 Cr.
Cement 4.36% ₹ 572.26 Cr.
Computers - Software 4.04% ₹ 530.35 Cr.
Castings/Forgings 3.91% ₹ 513.73 Cr.
Cigarettes 3.73% ₹ 490.05 Cr.
Others 66.94% -

Top Stock Holdings of Kotak Equity Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.02% ₹ 659.66 Cr.
State Bank Of India 4.86% ₹ 637.84 Cr.
Axis Bank Ltd. 4.32% ₹ 567.21 Cr.
ITC Limited 3.73% ₹ 490.05 Cr.
Maruti Suzuki India Ltd. 3.50% ₹ 459.02 Cr.
Others 78.57% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.38%
MF Units 0.48%
Net Receivables 0.44%