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Kotak Equity Opp Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.50 | 48.40 | 1.96 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 51.51 | 1.79 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Large & Mid Cap Fund
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Peers & Comparison
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Equity Opp Fund | 37.73% | 19.98% | 18.51% |
| Mirae Asset Large & Midcap Fund | 31.51% | 13.66% | 22.99% |
| SBI Large & Midcap Fund | 34.43% | 17.94% | 18.26% |
| Canara Rob Emerg Equities Fund | 38.07% | 15.26% | 21.63% |
Price Comparison
Compare Kotak Equity Opp Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.39 %
Holdings
5.55 %
0.39 % - Infosys Ltd3M change : 1.77 %
Holdings
4.00 %
1.77 % - State Bank of India3M change : -0.22 %
Holdings
3.60 %
-0.22 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,69,305.80 Cr.
Fund Manager Profile
Harsha Upadhyaya
AUM: ₹90,633.19 Cr.
|
Exp: 18yrs
Qualification
B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
Past Experience
Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.
Funds Managed (12)
Kotak Flexicap Fund
Kotak ELSS Tax Saver Fund
Kotak Flexicap Fund
Kotak ELSS Tax Saver Fund
Kotak Equity Opp Fund
Kotak Manufacture in India Fund
Kotak Manufacture in India Fund
Kotak Quant Fund
Kotak Quant Fund
Kotak MNC Fund
Kotak MNC Fund
Kotak Equity Opp Fund
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%