Kotak Equity Opportunities IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Kotak Equity Opportunities IDCW Reinvest Direct Plan

NAV
₹41.5070
+0.27%
(28 Nov)
AUM
11,370 Cr
TER
0.59%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
+11.7%
+11.7%
+9.9%
+9.9%
+9.9%
+3.2%
3Y
+26.4%
+26.4%
+22.1%
+22.1%
+20.0%
+18.2%
5Y
+14.8%
+14.8%
+14.1%
+14.1%
+12.9%
+11.1%
ALL
+15.8%
+15.8%
+17.3%
+17.3%
+16.3%
+19.6%
VOL
16.6%
16.6%
16.6%
16.6%
16.3%
-
TER
0.6%
0.6%
1.1%
1.1%
0.6%
-
AUM
₹366 Cr
₹366 Cr
₹8,594 Cr
₹8,594 Cr
₹11,370 Cr
-
INFO
0.96
0.96
1.04
1.04
0.99
-
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 31st Oct
Top holdings
ICICI Bank Ltd
5.6%
State Bank of India
5.6%
Axis Bank Ltd
4.6%
Reliance Industries Ltd
3.8%
Larsen & Toubro Ltd
3.4%
SRF Ltd
3.4%
Triparty Repo
3.3%
Infosys Ltd
3.1%
Maruti Suzuki India Ltd
2.9%
ITC Ltd
2.9%
Top industry exposure
Financial Services
24.1%
Industrials
20.6%
Basic Materials
15.5%
Consumer Cyclical
11.9%
Technology
5.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
17%
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