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Kotak Equity Opportunities Fund Direct Growth
EquityLarge & Mid-CapVery High Risk
Direct
NAV (21-Jan-25)
₹357.02-1.82%1D
Returns (Since Inception)
17.57%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹25,784 Cr
Expense Ratio
0.52%
ISIN
INF174K01LF9
Minimum SIP
₹100
Exit Load
1.00%
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 and 21 days, having been launched on 01-Jan-13.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹357.02, Assets Under Management (AUM) of 25783.54 Crores, and an expense ratio of 0.52%.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹357.02, Assets Under Management (AUM) of 25783.54 Crores, and an expense ratio of 0.52%.
- Kotak Equity Opportunities Fund Direct Growth has given a CAGR return of 17.57% since inception.
- The fund's asset allocation comprises around 97.41% in equities, 0.00% in debts, and 2.59% 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
+16.62%
+17.99% (Cat Avg.)
3 Years
+17.84%
+16.26% (Cat Avg.)
5 Years
+20.16%
+20.05% (Cat Avg.)
10 Years
+15.63%
+14.24% (Cat Avg.)
Since Inception
+17.57%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹25,115.58 Cr | 97.41% |
| Others | ₹667.96 Cr | 2.59% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹1,506.92 Cr | 5.84% |
| Infosys Ltd | Equity | ₹1,090.4 Cr | 4.23% |
| Zomato Ltd | Equity | ₹967.76 Cr | 3.75% |
| ICICI Bank Ltd | Equity | ₹884.34 Cr | 3.43% |
| State Bank of India | Equity | ₹874.45 Cr | 3.39% |
| Bharat Electronics Ltd | Equity | ₹820.82 Cr | 3.18% |
| Triparty Repo | Cash - Repurchase Agreement | ₹765.1 Cr | 2.97% |
| Larsen & Toubro Ltd | Equity | ₹667.42 Cr | 2.59% |
| Axis Bank Ltd | Equity | ₹660.11 Cr | 2.56% |
| Mphasis Ltd | Equity | ₹626.38 Cr | 2.43% |
| Coromandel International Ltd | Equity | ₹610.98 Cr | 2.37% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹603.63 Cr | 2.34% |
| Hindustan Petroleum Corp Ltd | Equity | ₹523.27 Cr | 2.03% |
| Tech Mahindra Ltd | Equity | ₹511.86 Cr | 1.99% |
| Bharat Forge Ltd | Equity | ₹493.81 Cr | 1.92% |
| Linde India Ltd | Equity | ₹488.52 Cr | 1.89% |
| Jindal Steel & Power Ltd | Equity | ₹483.96 Cr | 1.88% |
| Biocon Ltd | Equity | ₹474.96 Cr | 1.84% |
| GAIL (India) Ltd | Equity | ₹458.35 Cr | 1.78% |
| Motilal Oswal Financial Services Ltd | Equity | ₹438.75 Cr | 1.70% |
| Reliance Industries Ltd | Equity | ₹437.56 Cr | 1.70% |
| Blue Star Ltd | Equity | ₹427.83 Cr | 1.66% |
| Ipca Laboratories Ltd | Equity | ₹425.5 Cr | 1.65% |
| Hero MotoCorp Ltd | Equity | ₹405.58 Cr | 1.57% |
| ABB India Ltd | Equity | ₹397.45 Cr | 1.54% |
| Ashok Leyland Ltd | Equity | ₹396.9 Cr | 1.54% |
| CRISIL Ltd | Equity | ₹392.53 Cr | 1.52% |
| JK Cement Ltd | Equity | ₹390.61 Cr | 1.51% |
| UltraTech Cement Ltd | Equity | ₹377.07 Cr | 1.46% |
| Bharti Airtel Ltd | Equity | ₹373.12 Cr | 1.45% |
| Power Grid Corp Of India Ltd | Equity | ₹370.44 Cr | 1.44% |
| Oberoi Realty Ltd | Equity | ₹369.84 Cr | 1.43% |
| Voltas Ltd | Equity | ₹350.42 Cr | 1.36% |
| SRF Ltd | Equity | ₹335.38 Cr | 1.30% |
| Swiggy Ltd | Equity | ₹324.54 Cr | 1.26% |
| Apollo Tyres Ltd | Equity | ₹308.2 Cr | 1.20% |
| Thermax Ltd | Equity | ₹282.78 Cr | 1.10% |
| Bharat Petroleum Corp Ltd | Equity | ₹277.83 Cr | 1.08% |
| Petronet LNG Ltd | Equity | ₹276.96 Cr | 1.07% |
| Tata Consultancy Services Ltd | Equity | ₹276.82 Cr | 1.07% |
| United Spirits Ltd | Equity | ₹276.33 Cr | 1.07% |
| Shriram Finance Ltd | Equity | ₹260.02 Cr | 1.01% |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | ₹247.7 Cr | 0.96% |
| Gujarat State Petronet Ltd | Equity | ₹246.09 Cr | 0.95% |
| Cipla Ltd | Equity | ₹244.64 Cr | 0.95% |
| Schaeffler India Ltd | Equity | ₹238.41 Cr | 0.92% |
| Tata Chemicals Ltd | Equity | ₹217.27 Cr | 0.84% |
| Hindustan Unilever Ltd | Equity | ₹209.42 Cr | 0.81% |
| Kalpataru Projects International Ltd | Equity | ₹207.55 Cr | 0.80% |
| Exide Industries Ltd | Equity | ₹183.28 Cr | 0.71% |
| Cummins India Ltd | Equity | ₹180.07 Cr | 0.70% |
| Fortis Healthcare Ltd | Equity | ₹165.57 Cr | 0.64% |
| Sun TV Network Ltd | Equity | ₹164 Cr | 0.64% |
| Maruti Suzuki India Ltd | Equity | ₹162.88 Cr | 0.63% |
| Kotak Mahindra Bank Ltd | Equity | ₹160.74 Cr | 0.62% |
| AIA Engineering Ltd | Equity | ₹155.54 Cr | 0.60% |
| Honeywell Automation India Ltd | Equity | ₹155.24 Cr | 0.60% |
| Indraprastha Gas Ltd | Equity | ₹145.48 Cr | 0.56% |
| Torrent Power Ltd | Equity | ₹144.88 Cr | 0.56% |
| Bosch Ltd | Equity | ₹136.4 Cr | 0.53% |
| Cash Offset For Derivatives | Cash - General Offset | ₹-133.33 Cr | 0.52% |
| Apollo Tyres Ltd.-JAN2025 | Equity - Future | ₹125.86 Cr | 0.49% |
| BEML Ltd | Equity | ₹122.06 Cr | 0.47% |
| Ajanta Pharma Ltd | Equity | ₹116.36 Cr | 0.45% |
| Astra Microwave Products Ltd | Equity | ₹113.7 Cr | 0.44% |
| Vedant Fashions Ltd | Equity | ₹101.35 Cr | 0.39% |
| Bank of Baroda | Equity | ₹96.22 Cr | 0.37% |
| Kotak Liquid Dir Gr | Mutual Fund - Open End | ₹81.5 Cr | 0.32% |
| Nuvama Wealth Management Ltd | Equity | ₹75.11 Cr | 0.29% |
| Hindalco Industries Ltd | Equity | ₹54.22 Cr | 0.21% |
| Net Current Assets/(Liabilities) | Cash | ₹-45.31 Cr | 0.18% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹17.66 Cr | 0.07% |
| Voltas Ltd.-JAN2025 | Equity - Future | ₹7.47 Cr | 0.03% |
Allocation By Market Cap (Equity)
Large Cap Stocks
54.55%
Mid Cap Stocks
36.77%
Small Cap Stocks
4.84%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹5,349.2 Cr | 20.75% |
| Industrials | ₹4,164.09 Cr | 16.15% |
| Consumer Cyclical | ₹3,322.2 Cr | 12.88% |
| Basic Materials | ₹2,958.01 Cr | 11.47% |
| Technology | ₹2,619.16 Cr | 10.16% |
| Healthcare | ₹2,278.35 Cr | 8.84% |
| Energy | ₹1,515.62 Cr | 5.88% |
| Utilities | ₹1,365.24 Cr | 5.29% |
| Communication Services | ₹554.79 Cr | 2.15% |
| Consumer Defensive | ₹485.74 Cr | 1.88% |
| Real Estate | ₹369.84 Cr | 1.43% |
Risk & Performance Ratios
Standard Deviation
This fund
12.56%
Cat. avg.
13.74%
Lower the better
Sharpe Ratio
This fund
1.12
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.55
Higher the better
Fund Managers
HU
Harsha Upadhyaya
Since August 2012
Additional Scheme Detailsas of 31st December 2024
ISIN INF174K01LF9 | Expense Ratio 0.52% | Exit Load 1.00% | Fund Size ₹25,784 Cr | Age 12 years | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
Investment 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
Capital Gains Taxation:
Dividend Taxation:
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 name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Union Large & Midcap Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹868.05 Cr | 12.1% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹868.05 Cr | 10.6% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3978.89 Cr | 21.5% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹3978.89 Cr | 22.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1539.83 Cr | 16.1% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1539.83 Cr | 17.6% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8244.62 Cr | 10.0% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹318.67 Cr | 9.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹318.67 Cr | 11.8% |
| UTI Core Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4134.14 Cr | 19.0% |
About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹5,09,981 Cr
Address
2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051
Other Funds by Kotak Mahindra Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Unlock Expert Insights!
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Kotak Equity Opportunities Fund Direct Growth?
The NAV of Kotak Equity Opportunities Fund Direct Growth, as of 21-Jan-2025, is ₹357.02.
What are the returns of Kotak Equity Opportunities Fund Direct Growth?
The fund has generated 16.62% over the last 1 year and 17.84% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Kotak Equity Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 97.41% in equities, 0.00% in bonds, and 2.59% in cash and cash equivalents.
Who manages the Kotak Equity Opportunities Fund Direct Growth?
The fund managers responsible for Kotak Equity Opportunities Fund Direct Growth are:-
- Harsha Upadhyaya
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Kotak Equity Opportunities Fund Direct Growth
EquityLarge & Mid-CapVery High Risk
Direct
NAV (21-Jan-25)
₹357.02-1.82%1D
Returns (Since Inception)
17.57%
Rated ★4.5+ on
Fund Overview
Fund Size
₹25,784 Cr
Expense Ratio
0.52%
ISIN
INF174K01LF9
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at 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 and 21 days, having been launched on 01-Jan-13.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹357.02, Assets Under Management (AUM) of 25783.54 Crores, and an expense ratio of 0.52%.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹357.02, Assets Under Management (AUM) of 25783.54 Crores, and an expense ratio of 0.52%.
- Kotak Equity Opportunities Fund Direct Growth has given a CAGR return of 17.57% since inception.
- The fund's asset allocation comprises around 97.41% in equities, 0.00% in debts, and 2.59% 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
+16.62%
+17.99% (Cat Avg.)
3 Years
+17.84%
+16.26% (Cat Avg.)
5 Years
+20.16%
+20.05% (Cat Avg.)
10 Years
+15.63%
+14.24% (Cat Avg.)
Since Inception
+17.57%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹25,115.58 Cr | 97.41% |
| Others | ₹667.96 Cr | 2.59% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹1,506.92 Cr | 5.84% |
| Infosys Ltd | Equity | ₹1,090.4 Cr | 4.23% |
| Zomato Ltd | Equity | ₹967.76 Cr | 3.75% |
| ICICI Bank Ltd | Equity | ₹884.34 Cr | 3.43% |
| State Bank of India | Equity | ₹874.45 Cr | 3.39% |
| Bharat Electronics Ltd | Equity | ₹820.82 Cr | 3.18% |
| Triparty Repo | Cash - Repurchase Agreement | ₹765.1 Cr | 2.97% |
| Larsen & Toubro Ltd | Equity | ₹667.42 Cr | 2.59% |
| Axis Bank Ltd | Equity | ₹660.11 Cr | 2.56% |
| Mphasis Ltd | Equity | ₹626.38 Cr | 2.43% |
| Coromandel International Ltd | Equity | ₹610.98 Cr | 2.37% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹603.63 Cr | 2.34% |
| Hindustan Petroleum Corp Ltd | Equity | ₹523.27 Cr | 2.03% |
| Tech Mahindra Ltd | Equity | ₹511.86 Cr | 1.99% |
| Bharat Forge Ltd | Equity | ₹493.81 Cr | 1.92% |
| Linde India Ltd | Equity | ₹488.52 Cr | 1.89% |
| Jindal Steel & Power Ltd | Equity | ₹483.96 Cr | 1.88% |
| Biocon Ltd | Equity | ₹474.96 Cr | 1.84% |
| GAIL (India) Ltd | Equity | ₹458.35 Cr | 1.78% |
| Motilal Oswal Financial Services Ltd | Equity | ₹438.75 Cr | 1.70% |
| Reliance Industries Ltd | Equity | ₹437.56 Cr | 1.70% |
| Blue Star Ltd | Equity | ₹427.83 Cr | 1.66% |
| Ipca Laboratories Ltd | Equity | ₹425.5 Cr | 1.65% |
| Hero MotoCorp Ltd | Equity | ₹405.58 Cr | 1.57% |
| ABB India Ltd | Equity | ₹397.45 Cr | 1.54% |
| Ashok Leyland Ltd | Equity | ₹396.9 Cr | 1.54% |
| CRISIL Ltd | Equity | ₹392.53 Cr | 1.52% |
| JK Cement Ltd | Equity | ₹390.61 Cr | 1.51% |
| UltraTech Cement Ltd | Equity | ₹377.07 Cr | 1.46% |
| Bharti Airtel Ltd | Equity | ₹373.12 Cr | 1.45% |
| Power Grid Corp Of India Ltd | Equity | ₹370.44 Cr | 1.44% |
| Oberoi Realty Ltd | Equity | ₹369.84 Cr | 1.43% |
| Voltas Ltd | Equity | ₹350.42 Cr | 1.36% |
| SRF Ltd | Equity | ₹335.38 Cr | 1.30% |
| Swiggy Ltd | Equity | ₹324.54 Cr | 1.26% |
| Apollo Tyres Ltd | Equity | ₹308.2 Cr | 1.20% |
| Thermax Ltd | Equity | ₹282.78 Cr | 1.10% |
| Bharat Petroleum Corp Ltd | Equity | ₹277.83 Cr | 1.08% |
| Petronet LNG Ltd | Equity | ₹276.96 Cr | 1.07% |
| Tata Consultancy Services Ltd | Equity | ₹276.82 Cr | 1.07% |
| United Spirits Ltd | Equity | ₹276.33 Cr | 1.07% |
| Shriram Finance Ltd | Equity | ₹260.02 Cr | 1.01% |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | ₹247.7 Cr | 0.96% |
| Gujarat State Petronet Ltd | Equity | ₹246.09 Cr | 0.95% |
| Cipla Ltd | Equity | ₹244.64 Cr | 0.95% |
| Schaeffler India Ltd | Equity | ₹238.41 Cr | 0.92% |
| Tata Chemicals Ltd | Equity | ₹217.27 Cr | 0.84% |
| Hindustan Unilever Ltd | Equity | ₹209.42 Cr | 0.81% |
| Kalpataru Projects International Ltd | Equity | ₹207.55 Cr | 0.80% |
| Exide Industries Ltd | Equity | ₹183.28 Cr | 0.71% |
| Cummins India Ltd | Equity | ₹180.07 Cr | 0.70% |
| Fortis Healthcare Ltd | Equity | ₹165.57 Cr | 0.64% |
| Sun TV Network Ltd | Equity | ₹164 Cr | 0.64% |
| Maruti Suzuki India Ltd | Equity | ₹162.88 Cr | 0.63% |
| Kotak Mahindra Bank Ltd | Equity | ₹160.74 Cr | 0.62% |
| AIA Engineering Ltd | Equity | ₹155.54 Cr | 0.60% |
| Honeywell Automation India Ltd | Equity | ₹155.24 Cr | 0.60% |
| Indraprastha Gas Ltd | Equity | ₹145.48 Cr | 0.56% |
| Torrent Power Ltd | Equity | ₹144.88 Cr | 0.56% |
| Bosch Ltd | Equity | ₹136.4 Cr | 0.53% |
| Cash Offset For Derivatives | Cash - General Offset | ₹-133.33 Cr | 0.52% |
| Apollo Tyres Ltd.-JAN2025 | Equity - Future | ₹125.86 Cr | 0.49% |
| BEML Ltd | Equity | ₹122.06 Cr | 0.47% |
| Ajanta Pharma Ltd | Equity | ₹116.36 Cr | 0.45% |
| Astra Microwave Products Ltd | Equity | ₹113.7 Cr | 0.44% |
| Vedant Fashions Ltd | Equity | ₹101.35 Cr | 0.39% |
| Bank of Baroda | Equity | ₹96.22 Cr | 0.37% |
| Kotak Liquid Dir Gr | Mutual Fund - Open End | ₹81.5 Cr | 0.32% |
| Nuvama Wealth Management Ltd | Equity | ₹75.11 Cr | 0.29% |
| Hindalco Industries Ltd | Equity | ₹54.22 Cr | 0.21% |
| Net Current Assets/(Liabilities) | Cash | ₹-45.31 Cr | 0.18% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹17.66 Cr | 0.07% |
| Voltas Ltd.-JAN2025 | Equity - Future | ₹7.47 Cr | 0.03% |
Allocation By Market Cap (Equity)
Large Cap Stocks
54.55%
Mid Cap Stocks
36.77%
Small Cap Stocks
4.84%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹5,349.2 Cr | 20.75% |
| Industrials | ₹4,164.09 Cr | 16.15% |
| Consumer Cyclical | ₹3,322.2 Cr | 12.88% |
| Basic Materials | ₹2,958.01 Cr | 11.47% |
| Technology | ₹2,619.16 Cr | 10.16% |
| Healthcare | ₹2,278.35 Cr | 8.84% |
| Energy | ₹1,515.62 Cr | 5.88% |
| Utilities | ₹1,365.24 Cr | 5.29% |
| Communication Services | ₹554.79 Cr | 2.15% |
| Consumer Defensive | ₹485.74 Cr | 1.88% |
| Real Estate | ₹369.84 Cr | 1.43% |
Risk & Performance Ratios
Standard Deviation
This fund
12.56%
Cat. avg.
13.74%
Lower the better
Sharpe Ratio
This fund
1.12
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.55
Higher the better
Fund Managers
HU
Harsha Upadhyaya
Since August 2012
Additional Scheme Detailsas of 31st December 2024
ISIN INF174K01LF9 | Expense Ratio 0.52% | Exit Load 1.00% | Fund Size ₹25,784 Cr | Age 12 years | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
Investment 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
Capital Gains Taxation:
Dividend Taxation:
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 name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Union Large & Midcap Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹868.05 Cr | 12.1% |
| Union Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 1.0% | ₹868.05 Cr | 10.6% |
| HSBC Large & Mid Cap Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3978.89 Cr | 21.5% |
| HSBC Large & Mid Cap Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹3978.89 Cr | 22.7% |
| Baroda BNP Paribas Large & Mid Cap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1539.83 Cr | 16.1% |
| Baroda BNP Paribas Large & Mid Cap Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹1539.83 Cr | 17.6% |
| Tata Large & Mid Cap Fund Regular Growth Very High Risk | 1.8% | 1.0% | ₹8244.62 Cr | 10.0% |
| Navi Large & Midcap Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹318.67 Cr | 9.7% |
| Navi Large & Midcap Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹318.67 Cr | 11.8% |
| UTI Core Equity Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4134.14 Cr | 19.0% |
About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹5,09,981 Cr
Address
2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051
Other Funds by Kotak Mahindra Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Kotak Equity Opportunities Fund Direct Growth?
The NAV of Kotak Equity Opportunities Fund Direct Growth, as of 21-Jan-2025, is ₹357.02.
What are the returns of Kotak Equity Opportunities Fund Direct Growth?
The fund has generated 16.62% over the last 1 year and 17.84% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Kotak Equity Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 97.41% in equities, 0.00% in bonds, and 2.59% in cash and cash equivalents.
Who manages the Kotak Equity Opportunities Fund Direct Growth?
The fund managers responsible for Kotak Equity Opportunities Fund Direct Growth are:-
- Harsha Upadhyaya
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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