3 Year return

22.49%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Low Risk

Your principal will be at

Low Risk

Scheme Information

Asset Under Management

₹18315.08 Cr.

Expense Ratio

0.53% (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.

Ratings

3

Ratings by other agencies

4
3
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Kotak Mahindra Mutual Fund Managers

HU

Harsha Upadhyaya

Fund Manager since Apr 2022

Fund House Details

Kotak Mahindra Mutual Fund Asset management company

AUM ₹353,913.24 Cr.
No. of Schemes 169
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Growth

12.11%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout

12.11%

About Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund is an open-ended mutual fund investment scheme from Kotak Mutual Fund. It is a large and mid-cap mutual fund scheme that invests in a diversified portfolio of stocks. The fund invests in various sectors, including but not limited to IT software, banks, industrial products, chemical and petrochemicals, auto components, diversified FMCG, automobiles, cement and cement components, pharmaceuticals, biotechnology, etc. The expense ratio is lower than other funds in the same category. A lower associated cost will not cut deep into your final returns.

Investment Objectives of the Scheme

The investment objective of the Kotak Equity Opportunities Fund is to generate long-term capital appreciation from a diversified portfolio of equity and equity-related securities. The fund uses a bottom-up approach to identify investment opportunities. This means that the fund manager will analyse the fundamentals of individual companies to determine their growth potential. The fund will then invest in companies that have the potential to deliver above-average returns over the long term.

Key Features of The Fund

5-year return 21.87%
Expense Ratio 0.53%
Fund Manager Harsha Upadhyaya
Fund Size ₹18315.08 Cr
Risk Profile Low

Is This Scheme Right for Me?

The Kotak Equity Opportunities Fund is suitable for investors with a medium to long-term investment horizon who are comfortable with moderate levels of risk. Nevertheless, you should evaluate your overall financial goals and risk tolerance level before investing. Understanding these factors will aid in selecting the right investment options.

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
Email [email protected]
Website https://www.kotakmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment Feb 23 2024 is 56.557

What is the AUM of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment is 18315.08 crore.

What is the expense ratio of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment is 0.53%

What are the returns of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment since inception?

The Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 17.73 since inception.

What is the minimum SIP amount to invest in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment is 100.

How do I invest in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.