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Kotak Equity Opportunities Fund - Growth

(Erstwhile Kotak Opportunities - Growth)

Category: Equity: Large and Mid Cap
Launch Date: 09-09-2004
Asset Class: Equity
Benchmark: Nifty 200 TRI
Expense Ratio: 2.09% As on (31-07-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,568.53 Cr As on (31-08-2018)
Turn over: 80.61%
NAV as on 19-10-2018

104.197

-1.35 (-1.3004%)

CAGR Since Inception

18.06%

Nifty 200 TRI 13.94%

PERFORMANCE of Kotak Equity Opportunities Fund - Growth

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.

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.

RETURNS CALCULATOR for Kotak Equity Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak Equity Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Equity Opportunities Fund - Growth 14.07 1.13 3.56 0.99 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Kotak Equity Opportunities Fund - Growth

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Equity Opportunities Fund - Growth 09-09-2004 -8.7 4.44 7.72 15.24 16.17
Invesco India Growth Opportunities Fund - Growth 09-08-2007 -1.32 10.32 9.73 16.26 16.37
Sundaram Large and Midcap Growth 27-02-2007 -1.64 9.53 10.18 17.97 13.61
HDFC Growth Opportunities Fund - Regular Growth Plan 18-02-1994 -1.83 5.52 5.29 8.98 11.93
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 -2.84 5.36 7.81 17.47 16.87
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 -3.1 7.19 7.21 14.13 15.18
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 -4.41 5.92 9.2 13.18 15.6
Franklin India Equity Advantage Fund - Growth Plan 02-03-2005 -4.91 4.39 5.11 15.74 16.78
IDFC Core Equity Fund-Regular Plan-Growth 09-08-2005 -5.32 6.98 10.53 13.05 12.68
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 -5.46 9.42 13.81 28.74 0.0

PORTFOLIO ANALYSIS of Kotak Equity Opportunities Fund - Growth

Asset Allocation (%)

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