CASPeR Ranking #63
Kotak Equity Opportunities Fund Growth
NAV (Tue Jan 14 2025)
₹316
Returns (Since Inception)
15.18%
Category Average
14.29%
Rating
4
Allocation and Holdings
Asset class
Weightage
Financial Services
15.23%
Technology
6.66%
Consumer Cyclical
3.75%
Industrials
5.77%
Basic Materials
2.37%
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4.5Overall rating
Scheme Information
Fund name
Kotak Equity Opportunities Fund Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹25783.54 Cr
ISIN
INF174K01187
Inception Date
Sep 09 2004
Standard Deviation
12.551
Beta
0.86
Sharpe Ratio
1.025
Benchmark
IISL Nifty LargeMidcap 250 TR INR
Expense Ratio
1.590%
Exit Load
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk
Very High Risk
Investment Objective
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.
Fund Managers
Harsha Upadhyaya
About the AMC
Kotak Mahindra Asset Management Co Ltd
Phone Number
+91 22 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹25783.54 Cr
Website
www.kotakmf.com
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