3 Year return
24.53%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Low Risk
Asset Under Management
₹21495.8 Cr.
Expense Ratio
0.53% (inclusive of GST)
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Kotak Mahindra Mutual Fund Managers
HU
Harsha Upadhyaya
Fund Manager since Apr 2022
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Large and Mid Cap Fund IDCW Direct Plan Payout |
30.25% |
4 |
Axis Growth Opportunities Fund Direct Plan IDCW Payout |
21.07% |
2.5 |
Mirae Asset Large and Midcap Fund Direct Plan IDCW Payout |
21.42% |
3 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Equity Opportunities Fund
Kotak Equity Opportunities Fund is an open-ended mutual fund investment scheme from Kotak Mutual Fund. It is a large and mid-cap mutual fund scheme that invests in a diversified portfolio of stocks. The fund invests in various sectors, including but not limited to IT software, banks, industrial products, chemical and petrochemicals, auto components, diversified FMCG, automobiles, cement and cement components, pharmaceuticals, biotechnology, etc. The expense ratio is lower than other funds in the same category. A lower associated cost will not cut deep into your final returns.
Investment Objectives of the Scheme
The investment objective of the Kotak Equity Opportunities Fund is to generate long-term capital appreciation from a diversified portfolio of equity and equity-related securities. The fund uses a bottom-up approach to identify investment opportunities. This means that the fund manager will analyse the fundamentals of individual companies to determine their growth potential. The fund will then invest in companies that have the potential to deliver above-average returns over the long term.
Key Features of The Fund
5-year return | 22.23% |
Expense Ratio | 0.53% |
Fund Manager | Harsha Upadhyaya |
Fund Size | ₹21495.8 Cr |
Risk Profile | Low |
Is This Scheme Right for Me?
The Kotak Equity Opportunities Fund is suitable for investors with a medium to long-term investment horizon who are comfortable with moderate levels of risk. Nevertheless, you should evaluate your overall financial goals and risk tolerance level before investing. Understanding these factors will aid in selecting the right investment options.
AMC Contact Details
Name | Kotak Mahindra Mutual Fund |
Launch Date | December 1998 |
Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
Contact | 18003091490 044-40229101 |
mutual@kotak.com | |
Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Secure Your Retirement With SIPs
FAQs
What is today's NAV of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
What is the AUM of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
What is the expense ratio of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
What are the returns of Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment since inception?
What is the minimum SIP amount to invest in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
How do I invest in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Equity Opportunities Fund Reinvestment of IDCW Direct Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.