Kotak Equity Opportunities Fund - Growth

Kotak Equity Opportunities Fund - Growth

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Category: Equity: Large and Mid Cap
Launch Date: 05-09-2004
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.59% As on (31-10-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,503.4 Cr As on (31-10-2024)
Turn over: 28.54
NAV as on 19-11-2024

323.999

1.45 (0.4469%)

CAGR Since Inception

18.78%

NIFTY Large Midcap 250 TRI 16.39%

PERFORMANCE of Kotak Equity Opportunities Fund - Growth

Scheme Performance (%) Data as on - 19-11-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Equity Opportunities Fund - Growth 30.31 18.02 20.94 15.37 18.78
NIFTY LARGE MIDCAP 250 TRI 27.43 16.3 22.02 15.73 16.39
Equity: Large and Mid Cap 30.41 15.96 20.74 14.58 15.15

Yearly Performance (%)

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Fund Managers

Harsha Upadhyaya, Arjun Khanna

Investment Objective

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.

RETURNS CALCULATOR for Kotak Equity Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Equity Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Equity Opportunities Fund - Growth 11.87 0.97 2.57 0.87 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Kotak Equity Opportunities Fund - Growth

Period
Data as on - 19-11-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Equity Opportunities Fund - Growth 05-09-2004 30.31 24.83 18.02 20.94 15.37
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 45.33 37.19 23.35 24.83 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 39.02 30.29 19.27 20.19 15.31
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 37.12 29.59 17.61 20.85 0.0
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 36.42 30.27 21.25 22.76 15.35
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 35.28 27.74 17.82 20.83 12.29
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 35.27 29.21 18.88 23.2 13.79
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 35.22 24.48 15.09 18.91 0.0
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 34.92 26.31 16.27 0.0 0.0
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 34.24 27.1 17.65 20.52 15.48

PORTFOLIO ANALYSIS of Kotak Equity Opportunities Fund - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300