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Business News/Market/Market Stats/    Kotak Equity Opportunities Fund Growth

Kotak Equity Opportunities Fund Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 4
  • Plan
333.11 +3.13 (0.95%) NAV as on 14 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)22329.12
  • CAGR 47.22%
  • Exit Load1.00%
  • Expense ratio1.61%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2004-09-09

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 2.90%
  • Beta 0.92
  • Sharpe Ratio1.31
  • Std Deviation 11.87%
  • Tracking Error 4.85%

About Fund

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.

 

The Kotak Equity Opportunities Fund Growth has an AUM of 22329.12 crores & has delivered CAGR of 21.98% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.61%. The minimum investment in Kotak Equity Opportunities Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include State Bank Of India, Bharat Electronics, Maruti Suzuki India & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Biotechnology & Drugs & Misc. Capital Goods.

 

Some of the similar funds are HDFC Large and Mid Cap Fund Growth, Kotak Equity Opportunities Fund Growth, SBI Large & Midcap Fund Regular Growth, Mirae Asset Large & Midcap Fund Growth, Canara Robeco Emerging Equities Growth. Kotak Equity Opportunities Fund Growth has a sharpe ratio of 1.31 & a standard deviation of 11.87%.

FAQs about Kotak Equity Opportunities Fund Growth

According to the morning star rating Kotak Equity Opportunities Fund Growth has a Moderate risk & Exceptional return.
Kotak Equity Opportunities Fund Growth is managed by Harsha Upadhyaya,Arjun Khanna.
The expense ratio of Kotak Equity Opportunities Fund Growth is 1.61%.
The 5 year annualized return on Kotak Equity Opportunities Fund Growth is 21.98% & it has generated 47.22% in the last 1 year.
The minimum investment in Kotak Equity Opportunities Fund Growth is 100 Rs.
Kotak Equity Opportunities Fund Growth has an AUM of 22329.12 crores.
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