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Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.05

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,050 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

  • ₹ 223.344

    as on 07 Jun 2023
  • Regular - Growth

  • 4 / 26

  • ₹ 5,000

  • ₹ 12,514 Cr.

    as on 30 Apr 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 ₹ 223.344 as on 07 Jun 2023.

This fund has 18 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 9.19% 14.66% 15.61% 37.65% 29.35% 31.18% 18.93% 23.54% 25.26% 14.37% 21.43% 19.50% 18.77%
Category Average 5.15% 7.51% 4.12% 18.57% 12.08% 25.51% 12.61% 16.55% 16.00% 9.96% 16.23% 16.31% 14.37%
Kotak Equity Opportunities Fund 5.22%₹ 10,521 7.78%₹ 10,777 5.47%₹ 10,546 21.94%₹ 12,193 19.03%₹ 13,198 12.84%₹ 12,732 12.98%₹ 27,312 26.05%₹ 20,050 17.66%₹ 46,698 14.36%₹ 19,569 17.71%₹ 93,319 16.52%₹ 46,169 15.36%₹ 2,68,253
SBI Large & Midcap Fund 5.09%₹ 10,508 7.68%₹ 10,767 3.41%₹ 10,341 22.23%₹ 12,222 18.07%₹ 13,139 13.89%₹ 12,970 13.34%₹ 27,407 29.42%₹ 21,709 20.00%₹ 48,260 14.73%₹ 19,886 18.97%₹ 96,234 17.17%₹ 48,818 15.80%₹ 2,74,624
ICICI Prudential Large & Mid Cap Fund 4.83%₹ 10,483 6.75%₹ 10,674 3.49%₹ 10,349 19.61%₹ 11,961 16.79%₹ 13,060 16.66%₹ 13,609 14.15%₹ 27,620 30.16%₹ 22,085 21.43%₹ 49,228 14.38%₹ 19,581 19.51%₹ 97,504 15.37%₹ 41,811 14.75%₹ 2,59,495
HDFC Growth Opportunities Fund 5.61%₹ 10,560 8.81%₹ 10,880 4.43%₹ 10,442 21.28%₹ 12,127 19.31%₹ 13,215 14.54%₹ 13,118 14.01%₹ 27,583 31.18%₹ 22,604 21.07%₹ 48,986 14.24%₹ 19,464 19.40%₹ 97,257 - -
Mirae Asset Emerging Bluechip Fund 4.92%₹ 10,491 6.64%₹ 10,663 2.08%₹ 10,207 13.75%₹ 11,375 12.21%₹ 12,775 8.33%₹ 11,734 6.54%₹ 25,650 26.60%₹ 20,319 14.03%₹ 44,351 15.59%₹ 20,646 17.13%₹ 92,015 22.57%₹ 76,602 18.77%₹ 3,22,218
Edelweiss Large & Mid Cap Fund 5.79%₹ 10,578 7.88%₹ 10,787 2.95%₹ 10,294 18.28%₹ 11,828 15.27%₹ 12,966 10.84%₹ 12,286 9.72%₹ 26,465 26.24%₹ 20,143 15.93%₹ 45,570 13.38%₹ 18,739 16.54%₹ 90,696 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    96.79%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.21%

Top Sector Holdings of Kotak Equity Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.60% ₹ 2,201.97 Cr.
Cement 4.22% ₹ 528.19 Cr.
Computers - Software 4.08% ₹ 510.42 Cr.
Castings/Forgings 3.83% ₹ 478.40 Cr.
Pharmaceuticals 3.80% ₹ 474.77 Cr.
Others 66.47% -

Top Stock Holdings of Kotak Equity Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.10% ₹ 637.77 Cr.
State Bank Of India 5.08% ₹ 636.13 Cr.
Axis Bank Ltd. 4.26% ₹ 533.20 Cr.
ITC Limited 3.74% ₹ 468.11 Cr.
Larsen & Toubro Ltd. 3.59% ₹ 449.24 Cr.
Others 78.23% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.92%
Net Receivables 0.79%
MF Units 0.50%