- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Equity Opportunities Fund (G)
Kotak Equity Opportunities Fund (G)
₹ 347.773
NAV (Oct 15)
Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 347.773
NAV (Oct 15)
Fund Returns
Last 1Y | 40.3% |
Last 3Y | 19.9% |
Last 5Y | 24.3% |
Last 10Y | 17.2% |
Since Inception | 19.3% |
6 Month CAGR | 16.7% |
Scheme Information
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Expense Ratio | 1.58 |
Launched (0y ago) | 1.58 |
AUM in Crores | 26175.2 |
ISIN | INF174K01187 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.1 |
Beta | 0.9 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Equity Opportunities Fund (G) | 13,68,822 | 6,36,210 | 24.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.2%State Bank of India
3.8%Bharat Electronics Ltd.
3.5%ICICI Bank Ltd.
3.2%Zomato Ltd.
3.1%Allocation by Sector
Financial
18.5%Capital Goods
13.4%Energy
12.6%Automobile
10%Healthcare
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Equity Opportunities Fund (G) Review
Kotak Equity Opportunities Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 19.281% over a period of 20 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Harsha Upadhyaya.
Nav of Kotak Equity Opportunities Fund (G) as of 10/15/2024 is ₹347.77 with the total AUM as of 10/16/2024 is ₹26175.168088. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Opportunities Fund (G) was launched on 2004-09-09. The category risk of the fund is Low.
The minimum SIP amount for Kotak Equity Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Equity Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
It is rated as a 3 fund in Equity and delivered 40.295% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Equity Opportunities Fund (G).
Frequently Asked Questions
What is Kotak Equity Opportunities Fund (G)?
How to invest in Kotak Equity Opportunities Fund (G)?
You can invest in Kotak Equity Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Equity Opportunities Fund (G)?
The minimum sip amount for Kotak Equity Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Equity Opportunities Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Equity Opportunities Fund (G)?
The expense ratio of the Kotak Equity Opportunities Fund (G) is 1.58% for regular plan.
What is the NAV of Kotak Equity Opportunities Fund (G)?
Today's Kotak Equity Opportunities Fund (G) NAV is ₹347.77.