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: 1.61% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 22,329.12 Cr As on (31-05-2024) |
| 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 |
333.868
0.04 (0.0111%)
19.37%
Benchmark: 16.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 11.87 |
| Sharpe Ratio | 1.31 |
| Alpha | 5.51 |
| Beta | 0.87 |
| 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 | 47.54 | 36.46 | 23.1 | 22.53 | 17.86 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 65.92 | 42.34 | 29.27 | 27.96 | 21.39 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 55.09 | 41.81 | 25.61 | 22.42 | 16.46 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 54.81 | 44.62 | 26.33 | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 54.75 | 38.63 | 22.71 | 20.8 | 16.86 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 51.18 | 36.58 | 20.91 | 21.74 | 17.29 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 50.71 | 36.72 | 22.24 | 21.27 | - |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 50.31 | 37.28 | 23.18 | 22.0 | 15.49 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 50.16 | 31.28 | 21.02 | 20.28 | - |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 49.65 | 36.31 | 23.49 | 20.46 | 14.19 |
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
5.19%
Others
0.89%
Large Cap
52.05%
Mid Cap
41.87%
Scheme Documents
There are no scheme documents available
