Kotak Equity Opportunities Fund - Regular Plan

download factsheet Factsheet

Value Research Rating

4 star

Analyst’s Choice

premium-user

Riskometer

fund-quick-summary-circle

Very High

₹284.8460 1.37%

As on 01-Mar-2024

Returns

to
Please wait...

Calculate SIP Returns of Kotak Equity Opportunities Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Kotak Equity Opportunities Fund - Regular Plan

Asset Allocation

Split between different types of investments

Please wait...

Market Cap Weightage

Split between categories of Equity investments

Please wait...

Peer Comparison

Other details of Kotak Equity Opportunities Fund - Regular Plan

Assets info

₹18,315 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

100

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

100

Min. No of Cheques

1

Investment Strategy

The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Kotak Equity Opportunities Fund - Regular Plan

Kotak Equity Opportunities Fund - Regular 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 - Regular 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 - Regular Plan is ₹284.8460 as of 03-Mar-2024.

The AUM of Kotak Equity Opportunities Fund - Regular Plan Fund is ₹18,315 Cr as of 31-Jan-2024

The riskometer level of Kotak Equity Opportunities Fund - Regular Plan is Very High. See More

As of 31-Jan-2024, Kotak Equity Opportunities Fund - Regular Plan had invested 98.23% in Equity, 1.38% in Cash & Cash Eq. and 0.39% in Debt See More

Kotak Equity Opportunities Fund - Regular Plan is 19 years 6 months old. It has delivered 18.75% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
38.74%
20.75%
20.49%
16.45%
18.48%
18.75%

No, There is no lock in period in Kotak Equity Opportunities Fund - Regular Plan.

The expense ratio of Kotak Equity Opportunities Fund - Regular Plan is 1.63.

Please wait...
Please wait...
Please wait...
Please wait...
Please wait...
Please wait...
Invest Online