3 Year return
21.36%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹26175.17 Cr.
Expense Ratio
0.47% (inclusive of GST)
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Kotak Mahindra Mutual Fund Managers
HU
Harsha Upadhyaya
Fund Manager since Apr 2022
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Large and Mid Cap Fund |
24.68% |
4 |
Bandhan Core Equity Fund |
24.65% |
3.5 |
HDFC Large and Mid Cap Fund |
21.63% |
3 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Equity Opportunities Fund Growth Direct
Kotak Equity Opportunities Fund Direct-Growth is a mutual fund scheme offered by Kotak Mahindra Mutual Fund. This scheme falls under the large and mid-cap category allowing for investments in a diversified portfolio. The fund boasts an expense ratio that is lower compared to the majority of other large and mid-cap funds in the market. It is an open-ended equity scheme, which means that it is available for either buying or selling at any given time.
Investment Objective of the Scheme
Kotak Equity Opportunities Fund Direct-Growth scheme's investment goal is to create capital appreciation through a diverse portfolio of equity and equity-related securities. The scheme will invest in a blend of large and mid-cap stocks across different sectors, focusing on the performance and potential of companies within those sectors. The objective is to generate maximum profits by investing in companies of large and medium sizes.
Key Features of The Fund
5-year return | 25.77% |
Expense Ratio | 0.47% |
Fund Manager | Harsha Upadhyaya |
Fund Size | ₹26175.17 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you are seeking long-term capital growth, then Kotak Equity Opportunities Fund Direct-Growth could be a good option for investors with a similar risk profile and time horizon. Nevertheless, before proceeding with any investment decisions, it's essential to thoroughly evaluate your individual financial goals and risk tolerance. Taking these factors into account will aid you in making well-informed and prudent choices for your investment journey.
AMC Contact Details
Name | Kotak Mahindra Mutual Fund |
Launch Date | December 1998 |
Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
Contact | 18003091490 044-40229101 |
mutual@kotak.com | |
Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Kotak Equity Opportunities Fund?
What is the AUM of Kotak Equity Opportunities Fund?
What is the expense ratio of Kotak Equity Opportunities Fund?
What are the returns of Kotak Equity Opportunities Fund since inception?
What is the minimum SIP amount to invest in Kotak Equity Opportunities Fund?
How do I invest in Kotak Equity Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Equity Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Equity Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Equity Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.