Kotak Equity Opportunities Direct Growth
NAV: ₹ 230.9 as on 08-02-2023
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%
INDmoney Rank
Fund Performance as on (19-Jan-23)
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 %.
Fund Overview
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% |
Fund Distribution as on (31-Dec-22)
Sector Allocation
Financial Services
Industrial
Basic Materials
Consumer Cyclical
Tech
Health
Energy
Consumer Defensive
Utilities
Communication
Real Estate
Top Holdings as on (31-Dec-22)
Holdings | Weight% | Holdings Trend | 1M Change |
|---|---|---|---|
State Bank of India | 5.84% | 0% | |
ICICI Bank Ltd | 5.36% | 0% | |
Axis Bank Ltd | 4.69% | 0% | |
Reliance Industries Ltd | 3.75% | 0% | |
Larsen & Toubro Ltd | 3.43% | 0% |
What changed
Change in AUM
Fund Returns vs Benchmark
Concentration Analysis as on (31-Dec-22)
Winners & Losers as on (31-Dec-22)
Top Growth Drivers | 1M Return |
|---|---|
Linde India Ltd | 13.4% |
Bharat Forge Ltd | 3.7% |
Axis Bank Ltd | 3.3% |
Top Losers | 1M Return |
|---|---|
Infosys Ltd | -9% |
Reliance Industries Ltd | -6.5% |
ICICI Bank Ltd | -5.2% |
Peer Analysis
Fund Manager
Arjun Khanna
Top funds managed
Harsha Upadhyaya
Top funds managed
AMC details
Fund Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹11555 Cr
Expense Ratio 0.59%
Frequently Asked Questions
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% |
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- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
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
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.