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

293.861

18.8%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 42.22 22.12 22.19 19.46 18.09
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 61.87 27.89 30.17 25.39 22.54
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 54.41 28.52 26.16 19.78 16.55
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 53.04 29.36 26.4 - -
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 50.25 19.94 24.25 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 47.98 22.68 21.62 17.12 16.67
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 47.92 25.09 27.07 20.46 14.86
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 46.41 23.07 23.37 17.66 15.23
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 45.97 21.29 21.39 17.74 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 45.94 24.45 24.26 18.72 15.31

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

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

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