Kotak Equity Opportunities Fund (Equity, Equity Large & Midcap)

Moderately High
15 yrs 6 monthsStarted on:09 Sep 2004
₹ 3188.39 Cras on: 20 Feb 2020
Long Term Horizon
2.12%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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.

Exit Load

i. For redemptions/switchouts within 1 year from the date allotment of units in respect of each STP transaction : 1% ii. For redemptions/switchouts after 1 year from from the date allotment of units in respect of each STP transaction : Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD4.78
1 Month1.19
3 Month6.46
1 YR22.70
2 YR8.79
3 YR11.10

SIP Returns

TenureReturns (CAGR)
1 YR22.56
2 YR14.28
3 YR10.63
5 YR11.71
10 YR13.76

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.94
HDFC Bank Ltd.5.77
Reliance Industries Ltd.5.09
Larsen & Toubro Ltd.4.08
Infosys Ltd.3.65
Coromandel International Ltd.3.6
Axis Bank Ltd.3.55
Gujarat State Petronet Ltd.3.18
SRF Ltd.3.09
Tata Consultancy Services Ltd.2.77

Top Sectoral Holdings

Sector Name% Assets
Financial25.72
Energy14.26
Construction12.21
Engineering6.89
Technology6.42
Chemicals6.02
FMCG5.26
Metals4.68
Healthcare3.81
Diversified3.75

Indicators

LabelValue
Portfolio turnover ratio29.19
Standard Deviation12.24%
Beta0.91%
Sharpe Ratio0.54

Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

Other Funds Managed by Harsha Upadhyaya