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Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.67

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,947 today.

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NAV Performance

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

Fund Information

  • ₹ 200.825

    as on 14 Oct 2021
  • Regular - Growth

  • 3 / 26

  • ₹ 5,000

  • ₹ 6,824 Cr.

    as on 14 Oct 2021
  • 1.88%

    since 31 May 2021
  • 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 ₹ 200.825 as on 14 Oct 2021.

This fund has 17 years of track record. Since 31 May 2021 expense ratio of this fund is 1.88%. 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 Moderately 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 10.70% 20.14% 37.90% 84.89% 40.20% 29.49% 21.50% 25.17% 75.99% 56.99% 40.58% 27.31% 26.03%
Category Average 5.74% 15.05% 32.41% 67.70% 32.79% 23.20% 16.13% 17.38% 61.67% 49.40% 34.85% 21.97% 18.64%
Kotak Equity Opportunities Fund 2.15%₹ 10,214 10.57%₹ 11,056 24.00%₹ 12,399 56.11%₹ 15,611 48.28%₹ 14,936 31.09%₹ 17,196 43.08%₹ 35,592 23.67%₹ 18,947 31.86%₹ 56,740 16.12%₹ 21,118 21.17%₹ 1,01,560 16.93%₹ 47,832 18.07%₹ 3,10,457
Mirae Asset Emerging Bluechip Fund 4.92%₹ 10,492 15.26%₹ 11,525 32.53%₹ 13,252 72.02%₹ 17,202 63.58%₹ 15,805 40.20%₹ 19,674 55.59%₹ 39,267 29.49%₹ 21,756 40.58%₹ 63,550 21.50%₹ 26,487 27.31%₹ 1,17,708 25.17%₹ 94,577 26.03%₹ 4,77,357
Canara Robeco Emerging Equities 5.41%₹ 10,541 16.14%₹ 11,614 35.29%₹ 13,528 68.14%₹ 16,813 64.80%₹ 15,874 38.06%₹ 19,078 53.41%₹ 38,619 26.51%₹ 20,285 38.31%₹ 61,729 19.02%₹ 23,891 24.71%₹ 1,10,601 23.14%₹ 80,317 23.73%₹ 4,21,652
Principal Emerging Bluechip Fund 7.06%₹ 10,705 16.96%₹ 11,695 35.09%₹ 13,508 72.70%₹ 17,270 68.21%₹ 16,064 37.89%₹ 19,030 55.00%₹ 39,093 25.51%₹ 19,806 38.90%₹ 62,194 17.97%₹ 22,855 24.22%₹ 1,09,316 22.39%₹ 75,558 22.54%₹ 3,95,267
Edelweiss Large & Mid Cap Fund 5.66%₹ 10,566 12.86%₹ 11,286 30.25%₹ 13,024 65.18%₹ 16,518 58.37%₹ 15,513 32.49%₹ 17,567 48.82%₹ 37,261 24.39%₹ 19,283 35.08%₹ 59,194 - - - -
Invesco India Growth Opportunities Fund 5.25%₹ 10,524 12.35%₹ 11,234 28.50%₹ 12,850 52.20%₹ 15,220 50.76%₹ 15,079 26.63%₹ 16,046 41.59%₹ 35,165 20.59%₹ 17,564 29.95%₹ 55,315 16.98%₹ 21,913 20.65%₹ 1,00,276 16.44%₹ 45,876 17.61%₹ 3,02,841

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    95.58%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.42%

Top Sector Holdings of Kotak Equity Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.58% ₹ 1,200.33 Cr.
Computers - Software 8.53% ₹ 581.98 Cr.
Cement 7.60% ₹ 548.07 Cr.
Pharmaceuticals 5.44% ₹ 370.81 Cr.
Engineering, designing, construction 3.43% ₹ 233.69 Cr.
Others 57.42% -

Top Stock Holdings of Kotak Equity Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.82% ₹ 397.47 Cr.
State Bank Of India 5.10% ₹ 347.94 Cr.
Infosys Ltd. 5.10% ₹ 347.78 Cr.
Tata Consultancy Services Ltd. 3.43% ₹ 234.20 Cr.
SRF Ltd. 3.31% ₹ 225.55 Cr.
Others 77.24% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.56%
MF Units 0.15%
Net Receivables -0.29%