Kotak Equity Opportunities – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.2% | 25.1% | 16% | 16.8% | ||||
| Category Average | 13.3% | 26% | 14.1% | - |
Scheme Allocation
Advance Ratio
Exit Load
| 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. |
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Fund Objective
A Large & MidCap mutual fund strategy from Kotak Mahindra Mutual Fund is the Kotak Equity Opportunities Fund Direct-Growth. This Fund was established on January 1, 2013. Therefore it has been around for ten years.
Kotak Equity Opportunities Fund Direct-Growth is a medium-sized fund in its category with assets under management of Rs 11,555 Crores as of December 31, 2022. The 1-year direct growth returns for Kotak Equity Opportunities Fund are 6.12%. The fund is managed by Harsha Upadhyaya.
Pros and Cons
Pros |
Cons |
| The Fund’s expense ratio, which is 0.59%, is lower than that of the majority of other Large & Midcap funds. | The investor has to stay in the Funds in the scheme for at least five years or more for healthy wealth creation. |
| The assets ideally appreciate over a long time horizon so as to be able to beat inflation. | |
| This Fund is very liquid and can be readily repurchased at applicable NAV. |
How to Invest in Kotak Equity Opportunity?
Through investments in large- and mid-cap firm equities, the Kotak Equity Opportunities Fund provides long-term capital appreciation to its clients. The varied portfolio generates steady gains that balance out any losses brought on by market turbulence. The Fund is appropriate for investors with high-risk appetites who are prepared to hold onto their investments for longer time horizons and better rewards.
On 5paisa.com, Investing in Kotak Equity Opportunities Fund is fast, easy, and 100% digital without the need for paperwork. It takes only a few minutes to complete.
What is the Expense Ratio?
The term’ Expense Ratio’ is the annual money one needs to pay as remuneration to the company for managing your investments in that mutual Fund. It would help if you went for a lesser expense ratio, as the fund operating fees get deducted by this, leading to greater returns.
Who should invest in Kotak Equity Opportunity?
In order to achieve long-term appreciation, the Kotak Equity Opportunities programme is best suited for investors with a similar risk profile and time horizon.
Investors seeking large-scale profits choose to invest here as thereby they are also able to hold their investments for at least three to four years. These investors should also be prepared for the risk of experiencing modest losses on their assets at the same time.
Since its debut, the Kotak Equity Opportunities Fund Direct-Growth has generated average yearly returns of 6.12%. Thus, investors with a bigger scope for returns are suitable for investing in this fund.
Long-term capital gain tax will be imposed if sold after one year from the acquisition date. If your total long-term capital gain surpasses 1 lakh, the current tax rate would be 10%. There are no CESS or surcharges involved. Therefore, investors who are able to bear the tax burden in the long-term appreciation are advised to invest in Kotak Equity Opportunity.
Benefits
● The investor can choose from a variety of options, including the AMC or a wide-ranging distributor network, to buy units in the Kotak Opportunities Fund. The investor can also search for Growth or IDCW choices that suit their personal interests. The minimum initial investment is Rs. 5000 for lump sum investments and Rs. 1000 for SIP facilities.
● The Kotak Opportunities Fund is an open-ended investment vehicle that offers redemption and switching options depending on the applicable NAV each business day. According to SBI regulations, the AM must send the redemption profits within ten days, or else they would be subject to a 15% annual interest charge.
● The 1-year Direct-Growth returns for Kotak Equity Opportunities Fund are 6.12%. It has generated 15.81% average yearly returns since the start. Every three years, the Fund has doubled the amount invested in it.
● State Bank of India, ICICI Bank Ltd., Axis Bank Ltd., Reliance Industries Ltd., and Larsen & Toubro Ltd. are the big-shot five holdings of the Fund, ensuring greater returns to the investor.
● The Kotak Equity Opportunities Fund Direct-Growth scheme has a consistency of return that is comparable to the majority of funds in its class. It has a mediocre capacity to limit losses in a down market.
● The financial, capital goods, automotive, energy, and chemical industries are where the Fund holds the majority of its investments. Compared to other funds in the category, it has acquired much more exposure in the various financial sectors and can guarantee a diverse portfolio.
Fund Managers
Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager
Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large & Mid Cap .
-
- 10,679
-
19.6%Fund Size - 10,679
-
30%Fund Size - 10,679
-
16.1%Fund Size - 10,679
-
- Equity .
- Large & Mid Cap .
-
- 9,123
-
17.2%Fund Size - 9,123
-
29.7%Fund Size - 9,123
-
16.5%Fund Size - 9,123
-
- Equity .
- Large & Mid Cap .
-
- 13,871
-
16.1%Fund Size - 13,871
-
27.8%Fund Size - 13,871
-
15.9%Fund Size - 13,871
-
- Equity .
- Large & Mid Cap .
-
- 1,887
-
17.8%Fund Size - 1,887
-
27.1%Fund Size - 1,887
-
13.8%Fund Size - 1,887
-
- Equity .
- Large & Mid Cap .
-
- 2,802
-
20.6%Fund Size - 2,802
-
27%Fund Size - 2,802
-
14.2%Fund Size - 2,802
AMC Contact Details
More Funds from Kotak Mahindra Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 110
-
19%Fund Size - 110
-
29.8%Fund Size - 110
-
20.1%Fund Size - 110
-
- Equity .
- Small Cap .
-
- 11,597
-
17.7%Fund Size - 11,597
-
39.2%Fund Size - 11,597
-
22.4%Fund Size - 11,597
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
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23%Fund Size - 757
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13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Kotak Equity Opportunities – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Equity Opportunities – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Equity Opportunities – Direct Growth ?
How to redeem Kotak Equity Opportunities – Direct Growth holding ?
What is the minimum sip amount of Kotak Equity Opportunities – Direct Growth?
What are the top sectors Kotak Equity Opportunities – Direct Growth has invested in?
- Banks - 16.63%
- Industrial Products - 7.9%
- Chemicals & Petrochemical - 6.48%
- Auto Components - 5.92%
- Diversified FMCG - 5.07%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Equity Opportunities – Direct Growth?
How much returns have Kotak Equity Opportunities – Direct Growth generated ?
What is the expense ratio of Kotak Equity Opportunities – Direct Growth ?
What is the AUM of Kotak Equity Opportunities – Direct Growth?
What are the top stock holdings of Kotak Equity Opportunities – Direct Growth?
- ICICI Bank - 4.73%
- St Bk of India - 4.66%
- Axis Bank - 4.04%
- ITC - 3.5%
- Larsen & Toubro - 3.48%
How can I redeem my investments in Kotak Equity Opportunities – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Equity Opportunities – Direct Growth in Scheme, enter the redemption amount, and click on submit button.