Kotak Equity Opportunities Fund - Growth-Regular
(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: 1.61% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 24,912.67 Cr As on 31-03-2025(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 |
315.526
-5.99 (-1.8971%)
18.2%
Benchmark: 16.08%
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 | 14.43 |
| Sharpe Ratio | 0.64 |
| Alpha | 0.81 |
| 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-Regular | 05-09-2004 | 4.6 | 23.31 | 17.77 | 25.4 | 14.81 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 14.79 | 32.2 | 21.55 | 25.76 | 14.66 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 12.16 | 28.48 | 20.47 | 26.54 | 15.22 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 11.03 | 28.39 | 21.23 | 29.58 | 13.29 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 10.96 | 23.56 | 15.53 | 24.85 | 15.46 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 10.52 | 28.1 | 21.15 | 30.51 | 14.86 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 10.39 | 28.4 | 20.07 | 27.89 | 12.2 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 10.35 | 26.07 | 18.51 | 26.85 | 15.4 |
| Franklin India Equity Advantage Fund - Growth Plan | 05-03-2005 | 10.28 | 22.31 | 14.58 | 25.72 | 11.22 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 10.15 | 25.27 | 15.04 | 23.56 | 14.07 |
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
5.39%
Others
2.73%
Large Cap
56.38%
Mid Cap
35.52%
