Kotak Equity Opportunities Fund - Growth
(Erstwhile Kotak Opportunities - Growth)
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 05-09-2004 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.63% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 22,852.62 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 28.54% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
292.938
-1.57 (-0.5346%)
17.89%
Benchmark: 15.61%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 3 Months
3 Years 1 Months
3 Years 3 Months
12 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.04 |
| Sharpe Ratio | 0.65 |
| Alpha | 0.69 |
| Beta | 0.91 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Equity Opportunities Fund - Growth | 05-09-2004 | 6.18 | 20.46 | 16.4 | 21.29 | 13.35 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 13.8 | 27.53 | 21.4 | 23.22 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 12.77 | 27.66 | 18.54 | 20.82 | 13.03 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 12.67 | 22.39 | 13.63 | 18.49 | 13.0 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 10.99 | 27.37 | 20.74 | 24.02 | 13.41 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 10.8 | 24.77 | 18.35 | 22.0 | 13.89 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 10.14 | 20.35 | 13.38 | 20.17 | 14.25 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 10.12 | 25.89 | 18.95 | 25.36 | 11.93 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 9.98 | 24.76 | 20.12 | 25.88 | 13.62 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 9.04 | 22.84 | 16.26 | 21.74 | 14.04 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.02%
Others
3.41%
Large Cap
55.33%
Mid Cap
35.55%
