Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option

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Large and Mid Cap NAV 35.609 0 23 September, 2022
Kotak Equity Opportunities Fund - Payout of Income Distribution cum capital withdrawal option was previously known as

kotak Opportunities Fund-Dividend Payout Option

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 09 September, 2004
Benchmark CNX 500
Asset Size(Cr) 10842.43 (As on 31-08-2022)
Turn over 10.78%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.81% (As on 31-08-2022)
Fund Manager Harsha Upadhyaya, Arjun Khanna

Investment Returns (As on 23 Sep, 2022)

Duration Returns Benchmark Category
1 W -1.07% -1.48% -1.25%
1 M 1.59% 3.24% 0.86%
3 M 16.57% 20.4% 15.5%
6 M 5.87% 7.78% 4.07%
1 Y 3.54% 5.63% 0.31%
2 Y 28.67% 33.84% 29.74%
3 Y 18.86% 22.76% 18.05%
5 Y 12.11% 14.16% 11.9%

Risk Mesasures (As on 23 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 14.06 1.13 3.56 0.99
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 3.91%

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 - Payout of Income Distribution cum capital withdrawal option 3.54% 18.86% 12.11%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 93.4% 19.81% 14.62%
DSP Equity Opportunities Fund-Regular Plan - Growth -2.65% 19.15% 11.02%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth -11.03% 17.8% 7.04%

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