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Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.04

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,891 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

  • ₹ 213.170

    as on 01 Dec 2022
  • Regular - Growth

  • 5 / 26

  • ₹ 5,000

  • ₹ 8,163 Cr.

    as on 31 Dec 2021
  • 1.91%

  • 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 ₹ 213.170 as on 01 Dec 2022.

This fund has 18 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.91%. 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 4.64% 8.32% 19.51% 37.65% 31.01% 25.83% 18.93% 23.54% 26.38% 24.44% 29.79% 22.66% 20.74%
Category Average 2.04% 4.24% 13.68% 8.02% 23.26% 18.66% 12.10% 15.99% 15.34% 15.44% 22.57% 17.34% 15.46%
Kotak Equity Opportunities Fund 1.43%₹ 10,142 3.94%₹ 10,394 14.20%₹ 11,419 12.14%₹ 11,214 17.97%₹ 13,137 21.94%₹ 14,869 16.35%₹ 28,203 19.04%₹ 16,891 22.50%₹ 49,974 13.14%₹ 18,548 18.10%₹ 94,244 15.78%₹ 43,350 15.92%₹ 2,76,467
Mirae Asset Emerging Bluechip Fund 3.41%₹ 10,341 3.70%₹ 10,369 10.51%₹ 11,051 3.62%₹ 10,362 11.04%₹ 12,705 22.15%₹ 14,920 12.60%₹ 27,216 20.43%₹ 17,493 22.19%₹ 49,763 14.66%₹ 19,829 19.26%₹ 96,940 22.30%₹ 75,006 20.74%₹ 3,58,489
Canara Robeco Emerging Equities 0.87%₹ 10,087 2.83%₹ 10,283 11.98%₹ 11,197 4.59%₹ 10,458 11.99%₹ 12,765 21.32%₹ 14,719 13.62%₹ 27,483 20.70%₹ 17,609 21.87%₹ 49,543 12.61%₹ 18,114 17.78%₹ 93,517 20.15%₹ 62,794 18.93%₹ 3,25,052
Sundaram Large And Mid Cap Fund 1.74%₹ 10,173 2.85%₹ 10,284 13.34%₹ 11,334 4.49%₹ 10,449 12.58%₹ 12,802 23.15%₹ 15,165 14.83%₹ 27,803 15.75%₹ 15,525 21.40%₹ 49,222 12.51%₹ 18,037 16.38%₹ 90,366 14.53%₹ 38,862 15.30%₹ 2,67,376
DSP Equity Opportunities Fund 2.52%₹ 10,252 5.31%₹ 10,530 14.85%₹ 11,485 8.00%₹ 10,799 17.53%₹ 13,110 21.43%₹ 14,744 14.08%₹ 27,604 17.24%₹ 16,136 21.14%₹ 49,043 11.21%₹ 17,015 16.63%₹ 90,915 15.60%₹ 42,650 15.29%₹ 2,67,186
Edelweiss Large & Mid Cap Fund 1.58%₹ 10,157 3.74%₹ 10,373 13.98%₹ 11,397 8.37%₹ 10,837 15.91%₹ 13,010 23.45%₹ 15,239 15.59%₹ 28,001 19.55%₹ 17,111 22.74%₹ 50,138 13.62%₹ 18,942 17.98%₹ 93,977 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 02 Dec 2022 are listed below:

  • Equity Holdings:

    93.51%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.49%

Top Sector Holdings of Kotak Equity Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.00% ₹ 1,385.79 Cr.
Computers - Software 8.03% ₹ 695.86 Cr.
Cement 6.52% ₹ 564.74 Cr.
Pharmaceuticals 6.16% ₹ 534.24 Cr.
NBFC 4.81% ₹ 417.01 Cr.
Others 58.48% -

Top Stock Holdings of Kotak Equity Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.94% ₹ 514.40 Cr.
Infosys Ltd. 5.01% ₹ 434.18 Cr.
State Bank Of India 4.76% ₹ 412.10 Cr.
SRF Ltd. 4.19% ₹ 362.68 Cr.
Larsen & Toubro Ltd. 4.16% ₹ 360.22 Cr.
Others 75.94% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.50%
MF Units 0.12%
Net Receivables -0.13%