FAQ : Kotak Equity Opportunities Fund - Growth

Kotak Equity Opportunities Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 34.02 22.61 19.64 14.03
Average Rolling Returns(%) 18.58 16.99 14.69 14.19

The Current NAV of Kotak Equity Opportunities Fund - Growth is ₹283.44.

You can consider SIP in Kotak Equity Opportunities Fund - Growth as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 200 returns, as Funds portfolio is significantly different.

Kotak Equity Opportunities Fund - Growth fund’s expense ratio is 1.63%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Equity Opportunities Fund - Growth is currently ₹18,315 Crores.

The Top three stocks are SBI, HDFC Bank and Maruti Suzuki and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 33% of fund’s portfolio respectively.

Top three sectors of Kotak Equity Opportunities Fund - Growth fund are Auto, BFSI and Oil & Gas accounting for 51% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Equity Opportunities Fund - Growth Fund is Equity - Large & Mid Cap Fund.

Harsha Upadhyaya manages the Kotak Equity Opportunities Fund - Growth Fund.

Kotak Equity Opportunities Fund - Growth current PE ratio is 38.19 and PB ratio is 5.80

The asset allocation of Kotak Equity Opportunities Fund - Growth is Stocks : 98.23%, Debt : 1.37% and Gold : 0.42%

The minimum SIP amount for Kotak Equity Opportunities Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Equity Opportunities Fund - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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