Kotak Equity Opportunities - Direct
Scheme Type
Open-ended
Scheme Category
Large & Mid-Cap
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 2254.13
Expense Ratio
1.02%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
23 Jun 1998
Sponsor
NA
Email
fundaccops@kotakmutual.com
Phone
022 - 66384444
Address
3rd Floor, Nariman Bhawan, 229,Nariman Point,, Mumbai - 400 021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,945
Portfolio Value
₹-55
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.