Kotak Equity Opportunities Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 2444.25
Expense Ratio
1.02%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 134412
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
116.521
(0.56 %)
NAV as on 2018-11-15
Returns
Fund
Kotak Equity Opportunities Fund - Direct Plan
1 Year
-3.43%
3 Year
12.59%
5 Year
17.71%
AMC Details
amc launch date
Launch Date
23 Jun 1998
amc sponsor
Sponsor
NA
amc email
Email
fundaccops@kotakmutual.com
amc phone
Phone
022 - 66384444
amc address
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra East Mumbai 400051
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 within 1 year. Same for SIP.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,940
Portfolio Value
-60
Total Returns