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Asset Size:3757Cr
Expense Ratio:2.05%
Fund Manager(s):Harsha Upadhyaya,
5year Returns:9.33%

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Kotak Equity Opportunities Fund Growth

Kotak       

Equity
Large & Mid-Cap

Nav : 129.157 ( 0.83%) October 27th, 2020

People currently viewing this : 1

Rank (of 245)

27

Annualized Returns(5 yrs)

9.33%

Investment Horizon

>5 Yr

Doubled Money

7yrs 9m

Returns since September 9th, 2004

17.19%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

48.9L

Projected Maturity Amount

1.1Cr

Kotak     

Equity
Large & Mid-Cap

Nav : 129.157 ( 0.83%) October 27th, 2020

People currently viewing this : 1

Upwardly's Take :

This fund has lower ups and downs (volatility) than other equity funds. Invest in this fund for an investment horizon of at least 3 years to give best results.

Ideal for medium-term to long term goals. Invest in this funds to build wealth for the long term.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

48.9L

Projected Maturity Amount

1.1Cr

Rank (of 245)

27

Annualized Returns(5 yrs)

9.33%

Investment Horizon

>5 Yr

Doubled Money

7yrs 9m

Returns since September 9th, 2004

17.19%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Kotak
Launch Date
September 9th, 2004
Expense Ratio
2.05%
Fund Category Risk
High
Std Dev (1Yr)
31.216
Std Dev (3Yr)
20.647
Std Dev (5Yr)
18.446
Asset Size
3757Cr
Investment Details
Investment Plan
Growth
Return since Launch
17.19 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444