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Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.47

as on 20 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,402 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

  • ₹ 184.361

    as on 20 May 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 ₹ 184.361 as on 20 May 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 1.75% 1.76% 12.40% 37.65% 44.14% 22.12% 18.93% 23.54% 6.64% 25.26% 25.86% 18.39% 20.78%
Category Average -6.77% -6.03% -10.09% 10.09% 35.90% 14.86% 11.08% 16.38% -7.85% 16.68% 17.85% 13.42% 14.19%
Kotak Equity Opportunities Fund -6.79%₹ 9,321 -3.73%₹ 9,626 -6.36%₹ 9,364 9.64%₹ 10,963 -3.33%₹ 11,784 35.29%₹ 18,302 17.22%₹ 28,421 15.47%₹ 15,402 18.34%₹ 47,149 11.65%₹ 17,362 14.54%₹ 86,325 16.34%₹ 45,484 14.82%₹ 2,60,432
Mirae Asset Emerging Bluechip Fund -7.01%₹ 9,299 -7.11%₹ 9,289 -11.36%₹ 8,864 7.17%₹ 10,717 -9.35%₹ 11,387 40.31%₹ 19,688 17.58%₹ 28,517 18.64%₹ 16,705 20.45%₹ 48,559 14.56%₹ 19,749 17.06%₹ 91,839 23.37%₹ 81,868 20.78%₹ 3,59,233
Canara Robeco Emerging Equities -6.98%₹ 9,302 -7.21%₹ 9,279 -11.53%₹ 8,846 9.14%₹ 10,914 -9.20%₹ 11,397 35.92%₹ 18,474 16.03%₹ 28,106 16.01%₹ 15,619 18.79%₹ 47,446 11.95%₹ 17,593 14.59%₹ 86,439 20.88%₹ 66,766 18.49%₹ 3,17,356
Sundaram Large And Mid Cap Fund -8.18%₹ 9,182 -8.07%₹ 9,192 -12.94%₹ 8,705 12.09%₹ 11,208 -9.50%₹ 11,377 35.95%₹ 18,483 15.85%₹ 28,060 12.46%₹ 14,227 15.94%₹ 45,570 11.40%₹ 17,163 12.74%₹ 82,574 15.09%₹ 40,848 13.94%₹ 2,48,530
DSP Equity Opportunities Fund -6.71%₹ 9,328 -6.66%₹ 9,334 -11.54%₹ 8,845 2.08%₹ 10,208 -12.37%₹ 11,185 33.45%₹ 17,807 13.13%₹ 27,347 13.56%₹ 14,648 15.28%₹ 45,149 10.20%₹ 16,261 12.20%₹ 81,479 16.20%₹ 44,948 13.90%₹ 2,48,017
Edelweiss Large & Mid Cap Fund -6.73%₹ 9,326 -6.08%₹ 9,391 -10.68%₹ 8,932 7.76%₹ 10,775 -8.20%₹ 11,463 35.32%₹ 18,311 16.28%₹ 28,173 15.33%₹ 15,347 17.86%₹ 46,830 12.62%₹ 18,131 14.26%₹ 85,737 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Opportunities Fund as on 23 May 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%