Kotak Equity Opportunities Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 47.54 | 23.1 | 22.53 | 16.77 |
Average Rolling Returns(%) | 19.76 | 17.27 | 14.96 | 14.25 |
The Current NAV of Kotak Equity Opportunities Fund - Growth is ₹340.21.
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 500 returns, as Funds portfolio is significantly different.
Kotak Equity Opportunities Fund - Growth fund’s expense ratio is 1.60%
The process for redemption is
The AUM of Kotak Equity Opportunities Fund - Growth is currently ₹24,055 Crores.
The Top three stocks are HDFC Bank, SBI and Bharat Electronics and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% of fund’s portfolio respectively.
Top three sectors of Kotak Equity Opportunities Fund - Growth fund are BFSI, Auto and Oil & Gas accounting for 49% 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 47.01 and PB ratio is 7.26
The asset allocation of Kotak Equity Opportunities Fund - Growth is Stocks : 98.87%, Debt : 0.79% and Gold : 0.33%
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