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 |
322.316
1.86 (0.5758%)
18.33%
Benchmark: 16.09%
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 | 8.73 | 25.0 | 17.91 | 25.48 | 14.84 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 19.86 | 34.26 | 22.0 | 26.09 | 14.89 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 15.56 | 29.72 | 20.61 | 26.65 | 15.19 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 14.78 | 25.19 | 16.0 | 25.22 | 15.47 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 14.48 | 29.97 | 21.34 | 29.6 | 13.34 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 14.37 | 29.99 | 20.24 | 28.0 | 12.29 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 14.28 | 33.74 | 24.85 | 29.65 | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 14.09 | 29.5 | 21.45 | 30.56 | 14.93 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 13.6 | 27.33 | 18.64 | 26.82 | 15.28 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 13.25 | 26.35 | 15.29 | 23.74 | 14.12 |
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%
