Kotak Equity Opportunities Fund Growth
Medium
Risk
Equity
Large And Mid Cap Fund
+
20.31
%
20.31
%
3Y annualised
+
0.35
%
0.35
%
1D
1M
6M
1Y
3Y
All
Fund size
19092
NAV:
Mar 7, 2024
287.092
Sector
Tech
Type
Equity
Launched
Sep 2004
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
State Bank of India
4.31
%
Maruti Suzuki India Ltd
3.84
%
HDFC Bank Ltd
3.53
%
Axis Bank Ltd
3.49
%
Larsen & Toubro Ltd
3.39
%
Bharat Electronics Ltd
3.06
%
ICICI Bank Ltd
3.03
%
Bharat Forge Ltd
2.83
%
Cummins India Ltd
2.62
%
Reliance Industries Ltd
2.45
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Equity Opportunities Fund Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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