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Kotak Equity Opportunities Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• Investment in portfolio of predominantly equity & equity related securities

Fund Info

Scheme Class	Equity
Scheme Category	Large & Mid-Cap
Expense Ratio	0.59%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 10,842
AMC AUM (in Crs.)	₹ 1,50,099
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Principal Emerging Bluechip - Direct Plan	1000	1000	22.52%
Canara Robeco Emerging Equities - Direct Plan	0	1000	22.03%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
State Bank of India	Equity	5
Triparty Repo	Cash - Repurchase Agreement	5
Reliance Industries Ltd	Equity	4
SRF Ltd	Equity	4
Larsen & Toubro Ltd	Equity	3
Axis Bank Ltd	Equity	3
Infosys Ltd	Equity	3
ITC Ltd	Equity	3
Bajaj Finance Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	5
Equity - Future	1
Cash - Future Offset	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	22
Industrials	20
Basic Materials	16
Consumer Cyclical	12
Healthcare	5

Fund Manager

Harsha Upadhyaya

10+ years of experience

Arjun Khanna

0+ years of experience

Kotak Mutual Fund

AUM₹1,50,099 Cr

About

Kotak Group is first NBFC of India. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.##Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities.##The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.

fundaccops@kotakmutual.com

Phone

022-61152100

Address

Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m