Kotak Equity Opportunities Fund - Growth
(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: 1.62% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 19,861.46 Cr As on (31-03-2024) |
| Turn over: 32.12% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
298.52
2.07 (0.6941%)
18.88%
Benchmark: 16.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 11.66 |
| Sharpe Ratio | 1.23 |
| Alpha | 3.49 |
| Beta | 0.84 |
| 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 | 05-09-2004 | 44.19 | 23.28 | 22.76 | 19.97 | 18.11 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 63.87 | 28.95 | 30.68 | 26.17 | 22.62 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 57.13 | 29.41 | 26.74 | 20.43 | 16.67 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 56.98 | 30.89 | 27.6 | - | - |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 53.75 | 21.33 | 25.26 | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 51.6 | 23.73 | 22.54 | 17.92 | 16.87 |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 50.1 | 25.72 | 27.48 | 21.11 | 14.98 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 49.01 | 22.49 | 22.29 | 18.4 | - |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 48.42 | 23.8 | 23.93 | 18.32 | 15.25 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 47.72 | 25.22 | 24.54 | 19.26 | 15.42 |
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
5.12%
Others
3.31%
Large Cap
52.49%
Mid Cap
39.04%
Scheme Documents
There are no scheme documents available
