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Fund Overview

Fund Size

Fund Size

₹22,853 Cr

Expense Ratio

Expense Ratio

0.61%

ISIN

ISIN

INF174K01LF9

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

About this fund

Kotak Equity Opportunities Fund Direct Growth is a Large & Mid-Cap mutual fund schemes offered by Kotak Mahindra Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹356.76, Assets Under Management (AUM) of 22852.62 Crores, and an expense ratio of 0.61%.
  • Kotak Equity Opportunities Fund Direct Growth has given a CAGR return of 17.28% since inception.
  • The fund's asset allocation comprises around 97.54% in equities, 0.00% in debts, and 2.46% in cash & cash equivalents.
  • You can start investing in Kotak Equity Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.88%

+8.34% (Cat Avg.)

3 Years

+18.92%

+16.23% (Cat Avg.)

5 Years

+28.43%

+26.92% (Cat Avg.)

10 Years

+15.82%

+13.67% (Cat Avg.)

Since Inception

+17.28%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity22,289.47 Cr97.54%
Others563.15 Cr2.46%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity1,472.54 Cr6.44%
Infosys LtdEquity978.87 Cr4.28%
ICICI Bank LtdEquity830.83 Cr3.64%
Zomato LtdEquity773.02 Cr3.38%
State Bank of IndiaEquity757.68 Cr3.32%
Bharat Electronics LtdEquity689.5 Cr3.02%
Axis Bank LtdEquity629.64 Cr2.76%
Larsen & Toubro LtdEquity585.31 Cr2.56%
Coromandel International LtdEquity541.76 Cr2.37%
Triparty RepoCash - Repurchase Agreement516.02 Cr2.26%
Sun Pharmaceuticals Industries LtdEquity509.84 Cr2.23%
Mphasis LtdEquity494.4 Cr2.16%
Linde India LtdEquity482.9 Cr2.11%
Tech Mahindra LtdEquity476.11 Cr2.08%
Bharti Airtel LtdEquity463.21 Cr2.03%
Bajaj Finance LtdEquity447.84 Cr1.96%
Jindal Steel & Power LtdEquity445.2 Cr1.95%
Reliance Industries LtdEquity432.04 Cr1.89%
SRF LtdEquity418.92 Cr1.83%
Biocon LtdEquity393.19 Cr1.72%
Bharat Forge LtdEquity386.27 Cr1.69%
Blue Star LtdEquity383.53 Cr1.68%
Ashok Leyland LtdEquity383.29 Cr1.68%
Hindustan Petroleum Corp LtdEquity376.05 Cr1.65%
GAIL (India) LtdEquity374.5 Cr1.64%
JK Cement LtdEquity373.09 Cr1.63%
Hero MotoCorp LtdEquity358.83 Cr1.57%
Ipca Laboratories LtdEquity340.19 Cr1.49%
UltraTech Cement LtdEquity334.24 Cr1.46%
Apollo Tyres LtdEquity306.93 Cr1.34%
Power Grid Corp Of India LtdEquity301.02 Cr1.32%
ABB India LtdEquity283.79 Cr1.24%
Shriram Finance LtdEquity277.79 Cr1.22%
GlaxoSmithKline Pharmaceuticals LtdEquity272.29 Cr1.19%
Motilal Oswal Financial Services LtdEquity270.71 Cr1.18%
CRISIL LtdEquity258.92 Cr1.13%
Voltas LtdEquity240.65 Cr1.05%
Torrent Power LtdEquity239.96 Cr1.05%
Oberoi Realty LtdEquity237.52 Cr1.04%
HCL Technologies LtdEquity228.38 Cr1.00%
Thermax LtdEquity227.4 Cr1.00%
Petronet LNG LtdEquity226.64 Cr0.99%
Bharat Petroleum Corp LtdEquity225.44 Cr0.99%
Cipla LtdEquity225.2 Cr0.99%
United Spirits LtdEquity218.36 Cr0.96%
Schaeffler India LtdEquity214.29 Cr0.94%
Kotak Mahindra Bank LtdEquity209.32 Cr0.92%
Swiggy LtdEquity200.79 Cr0.88%
Hindustan Unilever LtdEquity197.12 Cr0.86%
Cummins India LtdEquity190.26 Cr0.83%
Gujarat State Petronet LtdEquity185.13 Cr0.81%
Maruti Suzuki India LtdEquity179.19 Cr0.78%
Tata Chemicals LtdEquity160.51 Cr0.70%
Exide Industries LtdEquity153.03 Cr0.67%
AIA Engineering LtdEquity143.59 Cr0.63%
Fortis Healthcare LtdEquity140.92 Cr0.62%
Kalpataru Projects International LtdEquity140.66 Cr0.62%
Sun TV Network LtdEquity134.76 Cr0.59%
Indraprastha Gas LtdEquity132.64 Cr0.58%
Honeywell Automation India LtdEquity124.7 Cr0.55%
Bosch LtdEquity106.18 Cr0.46%
Ajanta Pharma LtdEquity98.65 Cr0.43%
Astra Microwave Products LtdEquity89.94 Cr0.39%
Kotak Liquid Dir GrMutual Fund - Open End82.43 Cr0.36%
Bank of BarodaEquity78.83 Cr0.34%
BEML LtdEquity73.64 Cr0.32%
Vedant Fashions LtdEquity63.24 Cr0.28%
Nuvama Wealth Management LtdEquity58.58 Cr0.26%
Voltas Ltd.-MAR2025Equity - Future23.01 Cr0.10%
Cash Offset For DerivativesCash - General Offset-23.01 Cr0.10%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity16.74 Cr0.07%
Net Current Assets/(Liabilities)Cash-12.29 Cr0.05%

Allocation By Market Cap (Equity)

Large Cap Stocks

57.12%

Mid Cap Stocks

35.11%

Small Cap Stocks

5.31%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services5,292.67 Cr23.16%
Industrials3,644.58 Cr15.95%
Consumer Cyclical2,982.42 Cr13.05%
Basic Materials2,337.7 Cr10.23%
Technology2,267.7 Cr9.92%
Healthcare1,980.28 Cr8.67%
Energy1,260.16 Cr5.51%
Utilities1,233.24 Cr5.40%
Communication Services614.71 Cr2.69%
Consumer Defensive415.48 Cr1.82%
Real Estate237.52 Cr1.04%

Risk & Performance Ratios

Standard Deviation

This fund

14.03%

Cat. avg.

15.03%

Lower the better

Sharpe Ratio

This fund

0.73

Cat. avg.

0.58

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.94

Higher the better

Fund Managers

HU

Harsha Upadhyaya

Since August 2012

Additional Scheme Detailsas of 28th February 2025

ISIN
INF174K01LF9
Expense Ratio
0.61%
Exit Load
1.00%
Fund Size
₹22,853 Cr
Age
12 years 2 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large & Mid-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Union Large & Midcap Fund Direct Growth

Very High Risk

1.1%1.0%₹17818.19 Cr8.6%
Union Large & Midcap Fund Regular Growth

Very High Risk

2.4%1.0%₹17818.19 Cr7.1%
HSBC Large & Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3873.33 Cr9.8%
HSBC Large & Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3873.33 Cr11.0%
Baroda BNP Paribas Large & Mid Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1330.83 Cr7.3%
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1330.83 Cr8.7%
Tata Large & Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹7419.57 Cr7.2%
Navi Large & Midcap Fund Regular Growth

Very High Risk

2.3%0.0%₹275.64 Cr11.2%
Navi Large & Midcap Fund Direct Growth

Very High Risk

0.3%0.0%₹275.64 Cr13.3%
UTI Core Equity Fund Regular Growth

Very High Risk

1.9%1.0%₹3789.32 Cr13.4%

About the AMC

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Total AUM

₹5,09,747 Cr

Address

2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051

Other Funds by Kotak Mahindra Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Kotak FMP Series 327 Direct Growth

Moderately High risk

-0.0%₹206.03 Cr-
Kotak FMP Series 326 - 175 Days Direct Growth

Moderate Risk

----
Kotak FMP Series 325 - 90 Days Direct Growth

Moderate Risk

-0.0%--
Kotak FMP Series 324 - 109 Days Direct Growth

Moderately High risk

-0.0%--
Kotak Healthcare Fund Direct Growth

Very High Risk

0.8%0.0%₹379.87 Cr15.7%
Kotak FMP Series 323 Direct Growth

Low Risk

-0.0%--
Kotak Consumption Fund Direct Growth

Very High Risk

0.5%0.0%₹1156.99 Cr18.2%
Kotak Nifty G-Sec July 2033 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹19.66 Cr9.9%
Kotak Multi Asset Allocation Fund Direct Growth

High Risk

0.5%1.0%₹7261.61 Cr10.1%
Kotak S&P BSE Housing Index Fund Direct Growth

Very High Risk

0.2%0.0%₹14.76 Cr5.8%
Kotak Fixed Maturity Plan 1174 Days Series 268 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 308 - 1125 Days Direct Growth

Moderately High risk

-0.0%₹94.00 Cr8.7%
Kotak Yearly Interval Plan Series 1 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan 1355 Days Series 286 Direct Growth

Low to Moderate Risk

----
Kotak FMP Series 304 Direct Growth

Moderate Risk

--₹109.38 Cr10.5%
Kotak Fixed Maturity Plan Series 262 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 291 - 1826 Days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 264 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 310 - 1131 Days Direct Growth

Moderate Risk

-0.0%₹125.59 Cr7.7%
Kotak FMP Series 306 Direct Growth

Moderate Risk

-0.0%--
Kotak Quarterly Interval Series 12 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 249 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 295 Direct Growth

Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 258 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 298 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 290 - 1180 Days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Monthly Interval Series 4 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 293 - 1826 Days Direct Growth

Moderate Risk

-0.0%--
Kotak India Growth Fund Series IV Direct Growth

Very High Risk

0.3%0.0%₹132.94 Cr50.2%
Kotak Fixed Maturity Plan Series 260 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 287 - 1188 days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 272 Direct Growth

Low to Moderate Risk

----
Kotak Fixed Maturity Plan Series 273 Direct Growth

Low to Moderate Risk

----
Kotak FMP Series 305 Direct Growth

Low to Moderate Risk

-0.0%₹33.56 Cr7.6%
Kotak FMP Series 300 - 1223 days Direct Growth

Low to Moderate Risk

-0.0%₹241.41 Cr7.7%
Kotak Quarterly Interval Series 13 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 292 - 1735 Days Direct Growth

Low to Moderate Risk

-0.0%₹451.01 Cr8.0%
Kotak FMP Series 289 -1179 days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 288 -1177 days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹14407.09 Cr10.5%
Kotak Flexicap Fund Direct Growth

Very High Risk

0.6%1.0%₹45433.37 Cr10.3%
Kotak Equity Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹22852.62 Cr10.9%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.7%0.0%₹5411.91 Cr7.0%
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹341.05 Cr-5.9%
Kotak Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹733.40 Cr7.4%
Kotak Infrastructure and Economic Reform Fund Direct Growth

Very High Risk

0.7%0.0%₹1891.24 Cr4.1%
Kotak Low Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹11678.60 Cr8.2%
Kotak Bluechip Fund Direct Growth

Very High Risk

0.6%1.0%₹8717.81 Cr10.4%
Kotak Bond Fund Direct Growth

Moderate Risk

0.7%0.0%₹2039.54 Cr9.2%
Kotak Bond Fund Short Term Plan Direct Growth

Low to Moderate Risk

0.4%0.0%₹16752.99 Cr8.8%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Kotak Equity Opportunities Fund Direct Growth, as of 27-Mar-2025, is ₹356.76.
The fund has generated 10.88% over the last 1 year and 18.92% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.54% in equities, 0.00% in bonds, and 2.46% in cash and cash equivalents.
The fund managers responsible for Kotak Equity Opportunities Fund Direct Growth are:-
  1. Harsha Upadhyaya

Fund Overview

Fund Size

Fund Size

₹22,853 Cr

Expense Ratio

Expense Ratio

0.61%

ISIN

ISIN

INF174K01LF9

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Kotak Equity Opportunities Fund Direct Growth is a Large & Mid-Cap mutual fund schemes offered by Kotak Mahindra Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹356.76, Assets Under Management (AUM) of 22852.62 Crores, and an expense ratio of 0.61%.
  • Kotak Equity Opportunities Fund Direct Growth has given a CAGR return of 17.28% since inception.
  • The fund's asset allocation comprises around 97.54% in equities, 0.00% in debts, and 2.46% in cash & cash equivalents.
  • You can start investing in Kotak Equity Opportunities Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.88%

+8.34% (Cat Avg.)

3 Years

+18.92%

+16.23% (Cat Avg.)

5 Years

+28.43%

+26.92% (Cat Avg.)

10 Years

+15.82%

+13.67% (Cat Avg.)

Since Inception

+17.28%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity22,289.47 Cr97.54%
Others563.15 Cr2.46%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity1,472.54 Cr6.44%
Infosys LtdEquity978.87 Cr4.28%
ICICI Bank LtdEquity830.83 Cr3.64%
Zomato LtdEquity773.02 Cr3.38%
State Bank of IndiaEquity757.68 Cr3.32%
Bharat Electronics LtdEquity689.5 Cr3.02%
Axis Bank LtdEquity629.64 Cr2.76%
Larsen & Toubro LtdEquity585.31 Cr2.56%
Coromandel International LtdEquity541.76 Cr2.37%
Triparty RepoCash - Repurchase Agreement516.02 Cr2.26%
Sun Pharmaceuticals Industries LtdEquity509.84 Cr2.23%
Mphasis LtdEquity494.4 Cr2.16%
Linde India LtdEquity482.9 Cr2.11%
Tech Mahindra LtdEquity476.11 Cr2.08%
Bharti Airtel LtdEquity463.21 Cr2.03%
Bajaj Finance LtdEquity447.84 Cr1.96%
Jindal Steel & Power LtdEquity445.2 Cr1.95%
Reliance Industries LtdEquity432.04 Cr1.89%
SRF LtdEquity418.92 Cr1.83%
Biocon LtdEquity393.19 Cr1.72%
Bharat Forge LtdEquity386.27 Cr1.69%
Blue Star LtdEquity383.53 Cr1.68%
Ashok Leyland LtdEquity383.29 Cr1.68%
Hindustan Petroleum Corp LtdEquity376.05 Cr1.65%
GAIL (India) LtdEquity374.5 Cr1.64%
JK Cement LtdEquity373.09 Cr1.63%
Hero MotoCorp LtdEquity358.83 Cr1.57%
Ipca Laboratories LtdEquity340.19 Cr1.49%
UltraTech Cement LtdEquity334.24 Cr1.46%
Apollo Tyres LtdEquity306.93 Cr1.34%
Power Grid Corp Of India LtdEquity301.02 Cr1.32%
ABB India LtdEquity283.79 Cr1.24%
Shriram Finance LtdEquity277.79 Cr1.22%
GlaxoSmithKline Pharmaceuticals LtdEquity272.29 Cr1.19%
Motilal Oswal Financial Services LtdEquity270.71 Cr1.18%
CRISIL LtdEquity258.92 Cr1.13%
Voltas LtdEquity240.65 Cr1.05%
Torrent Power LtdEquity239.96 Cr1.05%
Oberoi Realty LtdEquity237.52 Cr1.04%
HCL Technologies LtdEquity228.38 Cr1.00%
Thermax LtdEquity227.4 Cr1.00%
Petronet LNG LtdEquity226.64 Cr0.99%
Bharat Petroleum Corp LtdEquity225.44 Cr0.99%
Cipla LtdEquity225.2 Cr0.99%
United Spirits LtdEquity218.36 Cr0.96%
Schaeffler India LtdEquity214.29 Cr0.94%
Kotak Mahindra Bank LtdEquity209.32 Cr0.92%
Swiggy LtdEquity200.79 Cr0.88%
Hindustan Unilever LtdEquity197.12 Cr0.86%
Cummins India LtdEquity190.26 Cr0.83%
Gujarat State Petronet LtdEquity185.13 Cr0.81%
Maruti Suzuki India LtdEquity179.19 Cr0.78%
Tata Chemicals LtdEquity160.51 Cr0.70%
Exide Industries LtdEquity153.03 Cr0.67%
AIA Engineering LtdEquity143.59 Cr0.63%
Fortis Healthcare LtdEquity140.92 Cr0.62%
Kalpataru Projects International LtdEquity140.66 Cr0.62%
Sun TV Network LtdEquity134.76 Cr0.59%
Indraprastha Gas LtdEquity132.64 Cr0.58%
Honeywell Automation India LtdEquity124.7 Cr0.55%
Bosch LtdEquity106.18 Cr0.46%
Ajanta Pharma LtdEquity98.65 Cr0.43%
Astra Microwave Products LtdEquity89.94 Cr0.39%
Kotak Liquid Dir GrMutual Fund - Open End82.43 Cr0.36%
Bank of BarodaEquity78.83 Cr0.34%
BEML LtdEquity73.64 Cr0.32%
Vedant Fashions LtdEquity63.24 Cr0.28%
Nuvama Wealth Management LtdEquity58.58 Cr0.26%
Voltas Ltd.-MAR2025Equity - Future23.01 Cr0.10%
Cash Offset For DerivativesCash - General Offset-23.01 Cr0.10%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity16.74 Cr0.07%
Net Current Assets/(Liabilities)Cash-12.29 Cr0.05%

Allocation By Market Cap (Equity)

Large Cap Stocks

57.12%

Mid Cap Stocks

35.11%

Small Cap Stocks

5.31%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services5,292.67 Cr23.16%
Industrials3,644.58 Cr15.95%
Consumer Cyclical2,982.42 Cr13.05%
Basic Materials2,337.7 Cr10.23%
Technology2,267.7 Cr9.92%
Healthcare1,980.28 Cr8.67%
Energy1,260.16 Cr5.51%
Utilities1,233.24 Cr5.40%
Communication Services614.71 Cr2.69%
Consumer Defensive415.48 Cr1.82%
Real Estate237.52 Cr1.04%

Risk & Performance Ratios

Standard Deviation

This fund

14.03%

Cat. avg.

15.03%

Lower the better

Sharpe Ratio

This fund

0.73

Cat. avg.

0.58

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.94

Higher the better

Fund Managers

HU

Harsha Upadhyaya

Since August 2012

Additional Scheme Detailsas of 28th February 2025

ISIN
INF174K01LF9
Expense Ratio
0.61%
Exit Load
1.00%
Fund Size
₹22,853 Cr
Age
12 years 2 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty LargeMidcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large & Mid-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Union Large & Midcap Fund Direct Growth

Very High Risk

1.1%1.0%₹17818.19 Cr8.6%
Union Large & Midcap Fund Regular Growth

Very High Risk

2.4%1.0%₹17818.19 Cr7.1%
HSBC Large & Mid Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3873.33 Cr9.8%
HSBC Large & Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3873.33 Cr11.0%
Baroda BNP Paribas Large & Mid Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1330.83 Cr7.3%
Baroda BNP Paribas Large & Mid Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1330.83 Cr8.7%
Tata Large & Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹7419.57 Cr7.2%
Navi Large & Midcap Fund Regular Growth

Very High Risk

2.3%0.0%₹275.64 Cr11.2%
Navi Large & Midcap Fund Direct Growth

Very High Risk

0.3%0.0%₹275.64 Cr13.3%
UTI Core Equity Fund Regular Growth

Very High Risk

1.9%1.0%₹3789.32 Cr13.4%

About the AMC

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Total AUM

₹5,09,747 Cr

Address

2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051

Other Funds by Kotak Mahindra Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Kotak FMP Series 327 Direct Growth

Moderately High risk

-0.0%₹206.03 Cr-
Kotak FMP Series 326 - 175 Days Direct Growth

Moderate Risk

----
Kotak FMP Series 325 - 90 Days Direct Growth

Moderate Risk

-0.0%--
Kotak FMP Series 324 - 109 Days Direct Growth

Moderately High risk

-0.0%--
Kotak Healthcare Fund Direct Growth

Very High Risk

0.8%0.0%₹379.87 Cr15.7%
Kotak FMP Series 323 Direct Growth

Low Risk

-0.0%--
Kotak Consumption Fund Direct Growth

Very High Risk

0.5%0.0%₹1156.99 Cr18.2%
Kotak Nifty G-Sec July 2033 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹19.66 Cr9.9%
Kotak Multi Asset Allocation Fund Direct Growth

High Risk

0.5%1.0%₹7261.61 Cr10.1%
Kotak S&P BSE Housing Index Fund Direct Growth

Very High Risk

0.2%0.0%₹14.76 Cr5.8%
Kotak Fixed Maturity Plan 1174 Days Series 268 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 308 - 1125 Days Direct Growth

Moderately High risk

-0.0%₹94.00 Cr8.7%
Kotak Yearly Interval Plan Series 1 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan 1355 Days Series 286 Direct Growth

Low to Moderate Risk

----
Kotak FMP Series 304 Direct Growth

Moderate Risk

--₹109.38 Cr10.5%
Kotak Fixed Maturity Plan Series 262 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 291 - 1826 Days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 264 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 310 - 1131 Days Direct Growth

Moderate Risk

-0.0%₹125.59 Cr7.7%
Kotak FMP Series 306 Direct Growth

Moderate Risk

-0.0%--
Kotak Quarterly Interval Series 12 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 249 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 295 Direct Growth

Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 258 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 298 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 290 - 1180 Days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Monthly Interval Series 4 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 293 - 1826 Days Direct Growth

Moderate Risk

-0.0%--
Kotak India Growth Fund Series IV Direct Growth

Very High Risk

0.3%0.0%₹132.94 Cr50.2%
Kotak Fixed Maturity Plan Series 260 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 287 - 1188 days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Fixed Maturity Plan Series 272 Direct Growth

Low to Moderate Risk

----
Kotak Fixed Maturity Plan Series 273 Direct Growth

Low to Moderate Risk

----
Kotak FMP Series 305 Direct Growth

Low to Moderate Risk

-0.0%₹33.56 Cr7.6%
Kotak FMP Series 300 - 1223 days Direct Growth

Low to Moderate Risk

-0.0%₹241.41 Cr7.7%
Kotak Quarterly Interval Series 13 Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 292 - 1735 Days Direct Growth

Low to Moderate Risk

-0.0%₹451.01 Cr8.0%
Kotak FMP Series 289 -1179 days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak FMP Series 288 -1177 days Direct Growth

Low to Moderate Risk

-0.0%--
Kotak Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹14407.09 Cr10.5%
Kotak Flexicap Fund Direct Growth

Very High Risk

0.6%1.0%₹45433.37 Cr10.3%
Kotak Equity Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹22852.62 Cr10.9%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.7%0.0%₹5411.91 Cr7.0%
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹341.05 Cr-5.9%
Kotak Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹733.40 Cr7.4%
Kotak Infrastructure and Economic Reform Fund Direct Growth

Very High Risk

0.7%0.0%₹1891.24 Cr4.1%
Kotak Low Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹11678.60 Cr8.2%
Kotak Bluechip Fund Direct Growth

Very High Risk

0.6%1.0%₹8717.81 Cr10.4%
Kotak Bond Fund Direct Growth

Moderate Risk

0.7%0.0%₹2039.54 Cr9.2%
Kotak Bond Fund Short Term Plan Direct Growth

Low to Moderate Risk

0.4%0.0%₹16752.99 Cr8.8%

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The NAV of Kotak Equity Opportunities Fund Direct Growth, as of 27-Mar-2025, is ₹356.76.
The fund has generated 10.88% over the last 1 year and 18.92% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.54% in equities, 0.00% in bonds, and 2.46% in cash and cash equivalents.
The fund managers responsible for Kotak Equity Opportunities Fund Direct Growth are:-
  1. Harsha Upadhyaya
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