Kotak Equity Opportunities Fund - Growth

Large and Mid Cap NAV 245.729 0 29 September, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 September, 2004
Benchmark NIFTY 200
Asset Size(Cr) 12513.67135
Turn over 14.92%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.69
Fund Manager Harsha Upadhyaya, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.6% 1.58% 2.01%
1 M 3.91% 4.02% 4.3%
3 M 3.31% 1.44% 2.46%
6 M 0.91% 0.35% -0.5%
1 Y 9.01% 7.25% 6.48%
2 Y 13.46% 12.49% 12.7%
3 Y 25.29% 23.79% 25.31%
5 Y 13.05% 12.46% 10.92%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.22 1.48 3.43 0.83
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.86%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Equity Opportunities Fund - Growth 9.01% 25.29% 13.05%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 3.01% 25.55% 14.05%
DSP Equity Opportunities Fund-Regular Plan - Growth 7.86% 23.86% 10.68%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth -2.49% 20.75% 7.36%

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Kotak Equity Opportunities Fund - Consistent Gains Par Excellence

Mutual funds which select stocks from mid and large-cap segment have done comparatively much better than most of the other equity mutual funds in recent years. In this remunerative category, lies a top of the range performer named, Kotak Equity Opportunities Fund, which has done much better than most of the peers in terms of consistency, stability, and risk vs reward. This mutual fund is one of the most profitable schemes in 2019 and has the potential to deliver outstanding returns to investors in the long term.

What is Kotak Equity Opportunities Fund?

It is a large and mid cap mutual fund which was launched in September 2004 to allow investors to gain long term wealth through the equity instruments of large and mid-cap companies. This large and mid-cap mutual fund has been among the best performers in the category for many years and has delivered remarkable returns to the long term investors. It was previously a multi-cap scheme, named as Kotak Opportunities Fund with significant allocation in the large-cap stocks but later on, it became a large and mid cap fund and the allocation in the mid-cap stocks was sharply increased. It has adapted well with the new category and is among the best performers in the group.

The mixture of large and mid-cap stocks in the portfolio suits those investors who seek higher capital appreciation from the mid-cap stocks while the large-cap stocks add to the stability in the NAV of Kotak Equity Opportunities Fund. The large-cap stocks are considered as stable and consistent as they are leaders in their respective sectors while the mid-cap stocks have a better opportunity of growth but are riskier as market conditions are more effective on such stocks. The combination of both allows investors to gain higher returns in the long term at a consistent rate.

Kotak Equity Opportunities Fund - The Success Strategy

The fund manager Mr. Harsha Upadhyaya has been managing the scheme since August 2012. The stock selection strategy of Mr. Upadhyaya for Kotak Equity Opportunities Fund is complex. He seeks for the liquidity in the mid-cap stocks and prefers companies which have profound management, proven track record and can generate consistent cash flows. If a stock fulfills all the criterion, it is then bought at a reasonable price. This strategy has allowed Kotak Equity Opportunities Fund to become the most successful scheme in the mid and small-cap category in recent years. Compared to the peers, it has a higher allocation in the mid-cap stocks. Even though nearly 50% of the corpus is invested in mid and small-cap companies, the risk factor is still moderate as the stocks selected are of superior quality. Nearly 50 stocks from 12 sectors are kept in the portfolio with slight overweight on construction and engineering stocks in the mid-cap segment.

Kotak Equity Opportunities Fund - A Look at the Past Performance

After the re-categorisation in June 2018, Kotak Equity Opportunities Fund has been a tremendous performer which lies in Kotak Mutual Fund and has strategically utilised the favourable market conditions to deliver the best gains in the category. Before re-categorisation, it was a multi-cap fund but was managed by the same fund manager with similar stock selection strategy. Investors must not only select the scheme on the basis of past performance but the fund manager Mr Upadhyaya has the ability to deliver considerable gains in the positive trends while the negative returns have always been limited above the benchmark and peers. The returns have always been highly dependent on the market conditions but in the tenure or 5 years or more, investors can expect annualised returns of anywhere between 15-18% which can also climb up to more than 20% if the bullish trends are witnessed during the investment tenure. Investors can reduce the effort of calculating returns by using the SIP calculator and lumpsum calculator at MySIPonline.

Who Should Invest in Kotak Equity Opportunities Fund?

Large and mid-cap mutual funds generally possess moderate to high risk but Kotak Equity Opportunities Fund has shown lesser volatility than the majority of the schemes in the category. Due to a well-structured portfolio, the risk is slightly lesser than the benchmark and peers. Hence, it is a good option for investors who seek a less volatile scheme in the category of the large and mid-cap mutual fund. Kotak Equity Opportunities Fund is ideal for long term wealth creation and the investment must be done for a tenure of more than 5 years for better returns. The risk is moderate but slight fluctuations can be witnessed in the volatile market conditions. Investors can consult with the financial experts at MySIPonline regarding the suitability of the sip scheme with their investment objective.

Kotak Equity Opportunities Fund is a top-performing mutual fund in the large and mid-cap category and has the potential to deliver the highest gains among the peers. The experience of Mr Upadhyaya has lured consistent gains and has allowed thousands of investors to achieve their financial objective. To grab the benefits of the scheme, start investing today.

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