Kotak Equity Opportunities Direct Growth

What If You Invested

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Kotak Equity Opportunities Direct Growth

Name: Kotak Equity Opportunities Direct Growth
Brand: Kotak
SKU: F00000PCZH
Price: 217.17 INR
Availability: InStock
Rating: 5 (5 reviews)

Equity

Direct

Very High Risk

Large & Mid-Cap

NAV: ₹ 217.17 as on 26-10-2021

Fund Overview

Expense ratio	0.64%
Benchmark	S&P BSE 200 India TR INR
AUM	₹8020 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹5000/₹1000
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	149.77%

Fund Distribution

Equity 97.9%
Debt & Cash 2.1%

Size breakup

Large cap

70.33%

Mid cap

27.69%

Small cap

1.99%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings62

Equity Holdings59

Debt Holdings3

ICICI Bank Ltd	6%
State Bank of India	5.1%
Infosys Ltd	4.6%
SRF Ltd	4.2%
Larsen & Toubro Ltd	4%
Bajaj Finance Ltd	3.8%
Tata Consultancy Services Ltd	3.3%
HDFC Bank Ltd	3%

See all

Fund Highlights

Fund Manager

Harsha Upadhyaya

About the fund

This fund has delivered an average annual returns of 17.93% since inception which is less than its category average return of 19.74%

Fund Allocations

This fund has an allocation of 97.9% in Equity, 0% in Debt and 2.1% in Cash related instruments

AUM size ₹8020 Cr

This fund has AUM of ₹8020 Cr which is more than its category average of ₹ 3125 Cr

Expense Ratio 0.64%

This fund has an expense ratio of 0.64% which is less than its category average expense ratio of 1.64%

AMC details

Fund House

Kotak Mahindra Asset Management Co Ltd

fundaccops@kotakmutual.com

Phone

+912266384444

Address

Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

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US stocks watchlist

Financial Services	27.1%
Basic Materials	20.1%
Industrial	18.8%
Tech	8.1%
Health	7.8%
Cyclical	7.3%
Energy	4.1%
Utilities	3.5%
Communication	1.8%
Defensive	1.4%