Overview (as on 16 Apr 2021)

NAV

₹31.47

1y returns

63.453%

Fund AUM

₹5,518 Cr

Expense Ratio

0.7%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Financial Services
22.74%
Basic Materials
20.24%
Industrials
16.55%
Tech
9.80%
Consumer
9.69%
Health
7.77%
Energy
5.04%
Utilities
4.20%
Communication
2.04%
Defensive
1.92%
Size Breakup
Large Cap
49.09%
Mid Cap
48.56%
Small Cap
2.35%

Key Metrics

Beta 

0.95

Std deviation 

18.19%

Sharpe Ratio 

0.62

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 Reinvestment of Direct Income Distribution cum cptl Wdrl opt
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
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Peer Funds

Kotak Equity Opportunities Reinvestment of Dire...

NAV

₹31.47

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

leader

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, ReliancenGroup 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 ofnManagement, Lucknow and Chartered Financial Analyst from the CFA Institute."

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]