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: 1.58% As on (31-07-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 25,074.7 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 28.54% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
343.803
2.77 (0.806%)
19.33%
Benchmark: 16.99%
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 | 12.09 |
| Sharpe Ratio | 1.14 |
| Alpha | 1.81 |
| Beta | 0.85 |
| 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 | 38.35 | 28.31 | 20.65 | 24.73 | 16.91 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 54.23 | 39.59 | 24.79 | - | - |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 53.06 | 37.54 | 26.22 | 26.89 | 16.82 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 52.79 | 33.34 | 21.94 | 23.48 | 16.62 |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 50.66 | 32.76 | 26.92 | 29.33 | 20.3 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 46.71 | 33.34 | 23.1 | 25.86 | 15.22 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 45.5 | 31.24 | 20.21 | 24.53 | 16.83 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 44.42 | 31.47 | 25.81 | 26.47 | 15.79 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 44.14 | 25.62 | 18.83 | 22.48 | - |
| Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option | 04-09-2020 | 44.0 | 30.81 | 20.63 | - | - |
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
5.83%
Others
1.56%
Large Cap
54.42%
Mid Cap
38.23%
Scheme Documents
There are no scheme documents available
