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Value Research Rating
As on 27-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Equity Opportunities Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.52 |
|
 |
|
Very High
|
Please wait... |
0.67 |
||
|
|
Very High
|
Please wait... |
0.85 |
||
|
|
Very High
|
Please wait... |
0.99 |
||
|
|
Very High
|
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1.00 |
Kotak Equity Opportunities Fund - Direct Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Equity Opportunities Fund - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Equity Opportunities Fund - Direct Plan is ₹276.4420 as of 28-Sep-2023.
The AUM of Kotak Equity Opportunities Fund - Direct Plan Fund is ₹15,013 Cr as of 31-Aug-2023
The riskometer level of Kotak Equity Opportunities Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
4.44
|
|
|
4.11
|
|
|
4.02
|
|
|
3.83
|
|
|
3.42
|
As of 31-Aug-2023, Kotak Equity Opportunities Fund - Direct Plan had invested 96.96% in Equity, 2.55% in Cash & Cash Eq. and 0.49% in Debt See More
Kotak Equity Opportunities Fund - Direct Plan is 10 years 9 months old. It has delivered 17.01% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
25.31%
|
27.51%
|
18.47%
|
16.13%
|
19.07%
|
17.01%
|
The minimum SIP amount of Kotak Equity Opportunities Fund - Direct Plan is ₹100.
No, There is no lock in period in Kotak Equity Opportunities Fund - Direct Plan.
The expense ratio of Kotak Equity Opportunities Fund - Direct Plan is 0.52%.
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