Kotak Equity Opportunities Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.87 | 20.22 | 20.18 | 14.39 |
Average Rolling Returns(%) | 18.75 | 17.05 | 14.74 | 14.20 |
The Current NAV of Kotak Equity Opportunities Fund - Growth is ₹284.26.
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
The AUM of Kotak Equity Opportunities Fund - Growth is currently ₹19,092 Crores.
The Top three stocks are SBI, Maruti Suzuki and HDFC Bank 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 Auto, BFSI and Oil & Gas accounting for 52% 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 39.94 and PB ratio is 6.01
The asset allocation of Kotak Equity Opportunities Fund - Growth is Stocks : 98.89%, Debt : 0.70% and Gold : 0.40%
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