Kotak Equity Opportunities IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Equity Opportunities IDCW Reinvest Direct Plan

NAV
₹59.3370
-0.89%
(12 Apr)
AUM
19,861 Cr
TER
0.53%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+68.6%
+68.6%
+49.9%
+49.9%
+45.0%
+42.8%
3Y
+31.1%
+31.1%
+31.9%
+31.9%
+24.1%
+22.6%
5Y
+27.5%
+27.5%
NA
NA
+20.7%
+18.4%
ALL
+18.5%
+18.5%
+36.0%
+36.0%
+17.8%
+15.6%
VOL
16.4%
16.4%
15.8%
15.8%
17.6%
-
TER
0.8%
0.8%
0.9%
0.9%
0.5%
-
AUM
₹2,110 Cr
₹2,110 Cr
₹1,108 Cr
₹1,108 Cr
₹19,861 Cr
-
INFO
1.13
1.13
2.27
2.27
1.01
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Equity Opportunities IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 29th Feb
Top holdings
State Bank of India
4.3%
Maruti Suzuki India Ltd
3.8%
HDFC Bank Ltd
3.5%
Axis Bank Ltd
3.5%
Larsen & Toubro Ltd
3.4%
Bharat Electronics Ltd
3.1%
ICICI Bank Ltd
3.0%
Bharat Forge Ltd
2.8%
Cummins India Ltd
2.6%
Reliance Industries Ltd
2.4%
Top industry exposure
Industrials
20.5%
Financial Services
19.4%
Consumer Cyclical
17.6%
Basic Materials
13.5%
Energy
6.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
32%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Harsha Upadhyaya
Arjun Khanna

FAQs