Kotak Equity Opportunities Fund Direct-Growth is an equity mutual fund plan offered by Kotak Mahindra Mutual Fund. It has an AUM of ₹26,175.17 crores and the current NAV is ₹376.926 as of October 26, 2024
The Kotak Equity Opportunities Fund’s return performance has been 40.53% in the last year, 75.25% in the previous three years and 636.50% since the scheme’s debut.
Kotak Equity Opportunities Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -6.87% | -7.08% |
| 3 months | -2.48% | -1.61% |
| 6 months | 10% | 11.87% |
| 1 year | 40.53% | 43.6% |
| 3 years | 20.18% | 17.75% |
| 5 years | 23.5% | 22.72% |
| 10 years | 17.84% | 16.73% |
Kotak Equity Opportunities Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 5.29% |
|
Zomato Ltd.
|
Services | Equity | 3.63% |
|
Infosys Ltd.
|
Technology | Equity | 3.58% |
|
State Bank of India
|
Financial | Equity | 3.31% |
|
ICICI Bank Ltd.
|
Financial | Equity | 3.16% |
Sector Allocation in Kotak Equity Opportunities Fund
| Sector | Share % | Amount (₹ Cr) |
|---|---|---|
| Financial | 18.57% | ₹4,861.66 |
| Energy | 12.06% | ₹3,156.30 |
| Capital Goods | 11.05% | ₹2,892.74 |
| Automobile | 8.86% | ₹2,319.54 |
| Healthcare | 8.45% | ₹2,212.64 |
| Others | 41.00% | ₹10,731.82 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
