Overview (as on 25 Sep 2020)

NAV

₹24.444

1y returns

-0.113%

Fund AUM

₹3,637 Cr

Expense Ratio

0.82%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Basic Materials
19.42%
Financial Services
17.23%
Industrials
15.60%
Tech
10.47%
Energy
9.74%
Defensive
8.88%
Consumer
7.92%
Health
5.55%
Utilities
5.19%
Size Breakup
Large Cap
49.55%
Mid Cap
45.41%
Small Cap
5.04%

Key Metrics

Beta 

0.97

Std deviation 

18.56%

Sharpe Ratio 

0.23

Top 10 Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.
Scheme Name
Kotak Equity Opportunities Dividend Reinvestment Direct
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Harsha Upadhyaya
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
NA
Phone
NA
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

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Kotak Equity Opportunities Dividend Reinvestmen...

NAV

₹24.444

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Harsha Upadhyaya
Harsha Upadhyaya

Manager

Qualifications
B.E (NIT- Karnataka), PGDM (IIM- Lucknow), CFA (CFA Institute, USA)
Work Experience
Mr. Harsha has nearly two decades of rich experience spread over Equity Research and Fund Management. His prior stints have been with companies such as DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia Securities. Mr. Harsha is a Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, a Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute.

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