What is the NAV of Kotak Equity Opp Fund?
The Current NAV of Kotak Equity Opp Fund is ₹383.82, as of 13th June 2025What are the returns of Kotak Equity Opp Fund?
The Kotak Equity Opp Fund has been there since 1st January 2013- 1 Year Returns: 2.52
- 3 Year Returns: 25.00
- 5 Year Returns: 26.31
What are the top 5 sectors holdings of Kotak Equity Opp Fund?
The top sectors Kotak Equity Opp Fund has invested in are as for 1st 01 2013 are as follows -- Private Banks | 12.70%
- Oil & Gas - Refining & Marketing | 9.87%
- IT Services & Consulting | 9.82%
- Pharmaceuticals | 7.87%
- Construction & Engineering | 6.49%
What are the top 5 holdings Kotak Equity Opp Fund?
The top 5 holdings for Kotak Equity Opp Fund are- HDFC Bank Ltd | 5.60%
- Infosys Ltd | 4.20%
- Zomato Ltd | 3.80%
- State Bank of India | 3.60%
- ICICI Bank Ltd | 3.50%
What is the asset allocation of Kotak Equity Opp Fund?
The Kotak Equity Opp Fund is a plan that invests- Equity | 96.85%
- Cash & Equivalents | 2.76%
- Mutual Funds | 0.32%
- Rights | 0.07%
How to invest in Kotak Equity Opp Fund?
If you wish to invest in Kotak Equity Opp Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Kotak Equity Opp Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Kotak Equity Opp Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Kotak Equity Opp Fund?
The AUM of Kotak Equity Opp Fund is 27046.44 Cr as of 13th June 2025What is the expense ratio of Kotak Equity Opp Fund Plan?
The expense ratio of Kotak Equity Opp Fund Plan is 0.55How to exit Kotak Equity Opp Fund?
If you have invested in Kotak Equity Opp Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Kotak Equity Opp Fund?
The alpha ratio for the Kotak Equity Opp Fund is 2.24
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Kotak Equity Opp Fund?
The volatility or standard deviation for the Kotak Equity Opp Fund is 15.45
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Kotak Equity Opp Fund?
The sharpe ratio for the Kotak Equity Opp Fund is -0.09
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Kotak Equity Opp Fund?
The Sortino ratio for the Kotak Equity Opp Fund is -0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Kotak Equity Opp Fund?
The PE ratio (price-to-earnings) of the Kotak Equity Opp Fund is 36.08 while category PE ratio is 48.771. Test MF FAQ for Mutual Fund Kotak Equity Opp Fund Shares?
The Current NAV of Kotak Equity Opp Fund is ₹383.82, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Kotak Equity Opp Fund Plan?
There is a lock in period of N/A for Kotak Equity Opp Fund
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Kotak Equity Opp Fund Direct Growth
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Kotak Equity Opp Fund Performance & Key Metrics
Kotak Equity Opp Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.55 | 36.08 | -0.09 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 48.77 | 2.14 |
Kotak Equity Opp Fund Scheme InfoKotak Equity Opp Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Flexi Cap Fund
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Kotak Equity Opp Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Kotak Equity Opp Fund Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Equity Opp Fund | 2.52% | 25.00% | 17.64% |
| Parag Parikh Flexi Cap Fund | 12.52% | 24.47% | 20.07% |
| HDFC Mid-Cap Opportunities Fund | 7.98% | 32.71% | 21.41% |
| Nippon India Small Cap Fund | 1.58% | 30.79% | 25.60% |
Kotak Equity Opp Fund Returns Comparison
Compare Kotak Equity Opp Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeKotak Equity Opp Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Kotak Equity Opp Fund Asset Allocation
Kotak Equity Opp Fund Asset Allocation
Actual
Target
Mar 2024
May 2024
Sep 2024
Nov 2024
Mar 2024
May 2024
Sep 2024
Nov 2024
Kotak Equity Opp Fund Sector Distribution
Kotak Equity Opp Fund Sector Distribution
Mar 2024
May 2024
Sep 2024
Nov 2024
Kotak Equity Opp Fund Sector Weightage
Kotak Equity Opp Fund Sector Weightage
Kotak Equity Opp Fund Current Holdings
Kotak Equity Opp Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.60 %
5.60 %Holdings
4.20 %
4.20 %Holdings
3.80 %
3.80 %
AMC Profile of Kotak Equity Opp Fund
AMC Profile of Kotak Equity Opp Fund
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
78
Total AUM
₹ 5,04,316.80 Cr.
Kotak Equity Opp Fund Manager Details
Kotak Equity Opp Fund Manager Details
Kotak Equity Opp Fund Manager Profile
Kotak Equity Opp Fund Manager Profile
Harsha Upadhyaya
AUM: ₹89,328.55 Cr.
|
Exp: 18yrs
Qualification
B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
Past Experience
Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.
Funds Managed (12)
Kotak Equity Opp Fund Manager Performance (0)
Kotak Equity Opp Fund Manager Performance (0)
Kotak Equity Opp Fund Tax Implications
Kotak Equity Opp Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%