Fund Insights
In the last 1 year, Tata Large & Mid Cap Fund Direct Plan Growth has given 10.62% return, outperforming this fund by 3.69%
In the last 3 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 24.31% return, outperforming this fund by 7.46% per annum
In the last 5 years, Mirae Asset Emerging Bluechip Fund Direct Plan Growth has given 14.94% return, outperforming this fund by 1.33% per annum
Over the last 15 months, this fund has decreased expense ratio by 7.8% moving from 0.64 to 0.59
This fund has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.59% which is lower than the category average expense ratio of 1.35%
Kotak Equity Opportunities Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Arjun Khanna, Harsha Upadhyaya. The fund could potentially beat inflation in the long-run.
1) Kotak Equity Opportunities Direct Growth has a NAV of ₹230.874 as on 08-02-2023.
2) Kotak Equity Opportunities Direct Growth has ₹11555 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 0.59 %.
Expense ratio | 0.59% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹11555 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 11.87% |
Kotak Equity Opportunities Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.15% | 0.15% |
6 Month Returns | 4.37% | 4.37% |
1 Year Returns | 6.92% | 6.92% |
3 Years Returns | 59.52% | 16.84% |
5 Years Returns | 89.29% | 13.61% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Kotak Equity Opportunities Direct Growth | 2.78 | -0.02 | 1.9 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Kotak Equity Opportunities Direct Growth | 0.91 | 0.89 | 0.88 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Kotak Equity Opportunities Direct Growth | 0.08 | 0.64 | 0.46 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Kotak Equity Opportunities Direct Growth | 15.64 | 21.38 | 18.52 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.