tortoise-icon tortoise-icon

Kotak Equity Opportunities Fund - Growth

  • Equity
  • Large and Mid Cap
  • Very High
  • Current NAV

    ₹294.57 1.285%

    16-04-2024
  • Annual Returns

    41.72%

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now
  • Equity 98.89%
  • Others 0.71%

Market Cap

Allocation
Large Cap 53.06
Mid Cap 40.49
Small Cap 5.28
Others 0.06

Sector Allocation

Financial

Automobile

Capital Goods

Energy

Healthcare

Services

Technology

Chemicals

Construction

Materials

Metals & Mining

Consumer Discretionary

Consumer Staples

Diversified

Communication

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
State Bank of India Large Cap Financial (15.74) 4.31% 10.34 41.03%
Maruti Suzuki India Ltd. Large Cap Automobile (44.26) 3.84% 32.31 44.17%
HDFC Bank Ltd. Large Cap Financial (24.57) 3.53% 19.42 -10.86%
Axis Bank Ltd. Large Cap Financial (24.43) 3.49% 28.68 29.81%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 3.39% 39.4 57.01%
Bharat Electronics Ltd. Large Cap Capital Goods (52.02) 3.06% 47.83 131.32%
ICICI Bank Ltd. Large Cap Financial (24.57) 3.03% 17.67 18.72%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.83% 0 0%
Cummins India Ltd. Mid Cap Capital Goods (64.02) 2.62% 56.41 100.99%
Reliance Industries Ltd. Large Cap Energy (39.77) 2.45% 28.38 24.57%
Zomato Ltd. Large Cap Services (36.51) 2.34% -10.49 85.47%
Linde India Ltd. Mid Cap Chemicals (92.65) 2.3% 138.88 67.22%
GAIL (India) Ltd. Large Cap Energy (25.16) 2.29% 16.76 90.29%
Hero Motocorp Ltd. Mid Cap Automobile (43.77) 2.26% 23.89 76.47%
Apollo Tyres Ltd. Mid Cap Automobile (30.44) 2.23% 20.64 -6.8%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 2.23% 41.38 53.01%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (32.66) 2.11% 16.85 61.18%
Infosys Ltd. Large Cap Technology (32.73) 2.02% 24.08 1.88%
JK Cement Ltd. Mid Cap Materials (56.46) 2.01% 47.28 42.28%
SRF Ltd. Large Cap Diversified (35.8) 1.88% 50.68 3.45%
Blue Star Ltd. Small Cap Consumer Discretionary (73.19) 1.76% 55.95 89.03%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.71% 44.61 34.3%
ABB India Ltd. Large Cap Capital Goods (109.34) 1.71% 0 106.34%
Thermax Ltd. Mid Cap Capital Goods (57.75) 1.62% 90.7 104.43%
Ashok Leyland Ltd. Mid Cap Automobile (94.48) 1.47% 21.73 27.63%
Crisil Ltd. Mid Cap Services (46.76) 1.46% 52.08 33.97%
Tata Consultancy Services Ltd. Large Cap Technology (33.42) 1.45% 30.53 21.39%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (39.77) 1.41% 3.93 108.44%
Bharat Petroleum Corporation Ltd. Large Cap Energy (39.77) 1.4% 4.44 78.23%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 1.38% 18.4 18.6%
Bharti Airtel Ltd. Large Cap Communication (72.03) 1.32% 83.22 58.18%
Gujarat State Petronet Ltd. Small Cap Energy (25.16) 1.31% 14.2 41.85%
Exide Industries Ltd. Mid Cap Capital Goods (40.99) 1.28% 44.65 147.79%
Cipla Ltd. Large Cap Healthcare (54.52) 1.16% 30.17 51.18%
Petronet LNG Ltd. Mid Cap Energy (32.53) 1.15% 13.34 37.08%
Shriram Finance Ltd Large Cap Financial (19.68) 1.15% 13.62 85.61%
Ipca Laboratories Ltd. Mid Cap Healthcare (54.52) 1.14% 60.12 63.14%
Oberoi Realty Ltd. Mid Cap Construction (118.27) 1.13% 32.81 59.92%
Schaeffler India Ltd. Mid Cap Capital Goods (49.87) 1.11% 0 7.04%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 1.04% 0 0%
Mphasis Ltd. Mid Cap Technology (19.56) 1.03% 0 0%
Tata Chemicals Ltd. Mid Cap Chemicals (12.49) 1.02% 15.43 7.81%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 1.01% 0 0%
Voltas Ltd. Mid Cap Consumer Discretionary (57.07) 0.99% 153.49 57.51%
Max Financial Services Ltd. Mid Cap Financial (25.21) 0.93% 80.66 60.65%
AIA Engineering Ltd. Mid Cap Metals & Mining (33.46) 0.88% 31.43 31.99%
Kalpataru Projects International Ltd. Small Cap Capital Goods (26.26) 0.81% 37.41 115.98%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 0.78% 0 95.96%
Sun TV Network Ltd. Mid Cap Services (32.89) 0.77% 0 -100%
Coforge Ltd. Mid Cap Technology (32.73) 0.76% 45.64 29.31%
Indraprastha Gas Ltd. Mid Cap Energy (32.53) 0.74% 16.67 -4.39%
Honeywell Automation India Ltd. Mid Cap Capital Goods (99.26) 0.66% 0 22%
Balkrishna Industries Ltd. Mid Cap Automobile (51.81) 0.64% 36.55 13.68%
Container Corporation Of India Ltd. Mid Cap Services (33.74) 0.61% 47.22 56.8%
Bosch Ltd. Mid Cap Automobile (47.48) 0.6% 38.12 58.98%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 0.58% 38.75 29.66%
Bank Of Baroda Large Cap Financial (15.74) 0.56% 6.99 49.82%
Fortis Healthcare Ltd. Mid Cap Healthcare (91.57) 0.49% 59.78 64.98%
BEML Ltd. Small Cap Capital Goods (79.1) 0.49% 72.93 165.94%
Glaxosmithkline Pharmaceuticals Ltd. Mid Cap Healthcare (54.52) 0.48% 60.91 51.1%
Astra Microwave Products Ltd. Small Cap Communication (52.02) 0.48% 80.49 160.43%
The Ramco Cements Ltd. Mid Cap Materials (56.46) 0.48% 50.31 9.03%
Ajanta Pharma Ltd. Mid Cap Healthcare (54.52) 0.46% 35.27 63.85%
V-Guard Industries Ltd. Small Cap Consumer Discretionary (79.36) 0.43% 62.37 31.28%
Vedant Fashions Ltd. Mid Cap Services (9.67) 0.42% 0 100.72%
Indian Renewable Energy Development Agency Ltd. Mid Cap Financial (16.2) 0.19% 0 0%
Gland Pharma Ltd. Mid Cap Healthcare (54.52) 0.16% 43.74 39.85%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication (98.44) 0.06% 9.63 68%

Market Cap

Allocation
Others 0.71

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.73% 0%
Others Others -1.02% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Kotak Equity Opportunities Fund?

The top holdings of this fund are State Bank of India, Maruti Suzuki India Ltd., HDFC Bank Ltd., Axis Bank Ltd., Larsen & Toubro Ltd.

Top 5 Sector for Kotak Equity Opportunities Fund?

The major sectors of this fund are Financial, Automobile, Capital Goods, Energy, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully