Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option
(Erstwhile Kotak Opportunities - Dividend)
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 09-09-2004 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.59% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 25,034.05 Cr As on 31-10-2024(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 |
56.526
0.25 (0.4476%)
17.64%
Benchmark: 16.39%
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 5 Months
18 Years 10 Months
19 Years 6 Months
There is no value for 10x
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 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
5.41%
Others
1.8%
Large Cap
56.41%
Mid Cap
36.67%
