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Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.61

as on 24 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,120 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

  • ₹ 191.994

    as on 24 Jan 2022
  • Regular - Growth

  • 3 / 26

  • ₹ 5,000

  • ₹ 8,163 Cr.

    as on 24 Jan 2022
  • 1.91%

    since 30 Nov 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 ₹ 191.994 as on 24 Jan 2022.

This fund has 17 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 2.37% 1.76% 12.69% 38.93% 29.35% 25.90% 20.60% 24.84% 28.65% 42.25% 32.04% 22.85% 23.78%
Category Average -0.16% -3.28% 7.09% 30.05% 22.26% 19.61% 15.29% 17.00% 20.80% 36.28% 27.13% 17.97% 16.47%
Kotak Equity Opportunities Fund 0.72%₹ 10,071 -1.99%₹ 9,801 5.19%₹ 10,518 25.35%₹ 12,534 16.92%₹ 13,075 19.26%₹ 14,230 32.02%₹ 32,479 19.61%₹ 17,120 25.21%₹ 51,912 15.48%₹ 20,541 17.91%₹ 93,836 16.46%₹ 45,967 16.53%₹ 2,85,755
Mirae Asset Emerging Bluechip Fund 0.53%₹ 10,052 -3.81%₹ 9,619 6.94%₹ 10,693 30.80%₹ 13,080 20.84%₹ 13,317 27.14%₹ 16,175 40.16%₹ 34,780 24.71%₹ 19,409 31.68%₹ 56,637 20.60%₹ 25,521 22.85%₹ 1,05,806 24.84%₹ 92,150 23.78%₹ 4,22,781
Canara Robeco Emerging Equities -0.91%₹ 9,909 -3.44%₹ 9,656 6.87%₹ 10,686 28.87%₹ 12,886 21.14%₹ 13,335 25.40%₹ 15,735 37.15%₹ 33,921 22.06%₹ 18,197 29.29%₹ 54,858 18.14%₹ 23,023 20.03%₹ 98,835 22.95%₹ 79,074 21.38%₹ 3,71,272
Edelweiss Large & Mid Cap Fund -0.31%₹ 9,968 -3.05%₹ 9,695 5.78%₹ 10,578 30.03%₹ 13,003 19.50%₹ 13,234 23.14%₹ 15,171 35.73%₹ 33,521 20.32%₹ 17,425 27.42%₹ 53,494 17.28%₹ 22,201 19.28%₹ 97,046 - -
Principal Emerging Bluechip Fund 1.75%₹ 10,175 1.76%₹ 10,175 12.40%₹ 11,239 - - - - - - - - - -
Tata Large & Mid Cap Fund 1.39%₹ 10,139 -2.55%₹ 9,744 5.86%₹ 10,585 24.58%₹ 12,457 15.32%₹ 12,975 19.26%₹ 14,228 31.30%₹ 32,276 19.30%₹ 16,987 24.31%₹ 51,274 14.53%₹ 19,711 17.49%₹ 92,876 16.12%₹ 44,635 15.50%₹ 2,70,427

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 26 Jan 2022 are listed below:

  • Equity Holdings:

    96.96%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.04%

Top Sector Holdings of Kotak Equity Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.41% ₹ 1,510.91 Cr.
Computers - Software 7.37% ₹ 604.75 Cr.
Cement 7.01% ₹ 576.42 Cr.
NBFC 5.28% ₹ 433.68 Cr.
Pharmaceuticals 5.04% ₹ 413.56 Cr.
Others 56.89% -

Top Stock Holdings of Kotak Equity Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.79% ₹ 557.43 Cr.
State Bank Of India 5.48% ₹ 449.42 Cr.
Infosys Ltd. 4.47% ₹ 366.91 Cr.
Larsen & Toubro Ltd. 4.09% ₹ 335.66 Cr.
SRF Ltd. 3.87% ₹ 317.30 Cr.
Others 75.30% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.03%
MF Units 0.13%
Net Receivables -0.12%