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Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.43

as on 18 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,385 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

  • ₹ 175.055

    as on 18 Jun 2021
  • Regular - Growth

  • 3 / 26

  • ₹ 5,000

  • ₹ 4,633 Cr.

    as on 18 Jun 2021
  • 1.96%

    since 31 Dec 2020
  • 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 ₹ 175.055 as on 18 Jun 2021.

This fund has 16 years of track record. Since 31 Dec 2020 expense ratio of this fund is 1.96%. 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 7.44% 13.54% 27.35% 75.15% 28.88% 20.51% 21.23% 22.43% 68.23% 43.36% 31.25% 22.40% 23.97%
Category Average 4.96% 9.64% 20.62% 62.72% 20.67% 13.36% 14.80% 14.66% 56.67% 36.70% 24.75% 16.54% 16.26%
Kotak Equity Opportunities Fund 4.06%₹ 10,406 8.63%₹ 10,863 18.34%₹ 11,834 57.36%₹ 15,735 50.27%₹ 15,053 20.82%₹ 14,604 34.77%₹ 33,231 15.43%₹ 15,385 24.94%₹ 51,692 16.07%₹ 21,080 17.39%₹ 92,623 14.81%₹ 39,841 16.34%₹ 2,82,791
Mirae Asset Emerging Bluechip Fund 4.23%₹ 10,422 9.99%₹ 10,998 23.90%₹ 12,389 71.70%₹ 17,169 62.50%₹ 15,747 27.31%₹ 16,219 43.36%₹ 35,678 20.51%₹ 17,508 31.25%₹ 56,274 21.23%₹ 26,208 22.40%₹ 1,04,624 22.43%₹ 75,829 23.97%₹ 4,27,003
Canara Robeco Emerging Equities 5.41%₹ 10,541 9.60%₹ 10,960 19.98%₹ 11,998 64.86%₹ 16,485 56.02%₹ 15,381 23.34%₹ 15,220 39.31%₹ 34,514 15.11%₹ 15,258 27.15%₹ 53,267 18.11%₹ 23,005 18.97%₹ 96,270 20.01%₹ 62,094 21.32%₹ 3,70,002
Tata Large & Mid Cap Fund 5.95%₹ 10,594 7.30%₹ 10,730 18.70%₹ 11,870 59.43%₹ 15,943 53.36%₹ 15,230 20.64%₹ 14,561 35.46%₹ 33,425 16.32%₹ 15,746 25.64%₹ 52,186 14.57%₹ 19,756 17.52%₹ 92,911 14.53%₹ 38,889 15.73%₹ 2,73,649
Invesco India Growth Opportunities Fund 4.48%₹ 10,447 7.21%₹ 10,721 15.50%₹ 11,549 50.52%₹ 15,051 43.25%₹ 14,647 17.45%₹ 13,800 29.36%₹ 31,722 11.90%₹ 14,016 20.57%₹ 48,664 14.99%₹ 20,120 15.74%₹ 88,953 13.95%₹ 36,973 15.36%₹ 2,68,185
Principal Emerging Bluechip Fund 6.04%₹ 10,603 11.17%₹ 11,117 22.27%₹ 12,227 68.45%₹ 16,844 61.99%₹ 15,719 24.50%₹ 15,510 41.30%₹ 35,085 14.07%₹ 14,846 27.78%₹ 53,724 17.70%₹ 22,604 18.57%₹ 95,325 18.89%₹ 56,536 20.19%₹ 3,47,992

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 19 Jun 2021 are listed below:

  • Equity Holdings:

    96.76%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.24%

Top Sector Holdings of Kotak Equity Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.08% ₹ 943.11 Cr.
Computers - software 9.48% ₹ 523.42 Cr.
Cement 8.79% ₹ 484.91 Cr.
Pharmaceuticals 5.32% ₹ 293.23 Cr.
Engineering, designing, construction 3.86% ₹ 212.79 Cr.
Others 55.47% -

Top Stock Holdings of Kotak Equity Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.01% ₹ 331.80 Cr.
Infosys Ltd. 5.45% ₹ 300.97 Cr.
Tata Consultancy Services Ltd. 4.03% ₹ 222.45 Cr.
HDFC Bank Ltd. 3.79% ₹ 209.11 Cr.
Reliance Industries Ltd. 3.45% ₹ 190.29 Cr.
Others 77.27% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.36%
MF Units 0.18%
Net Receivables -0.30%