Kotak Equity Opportunities Fund

Mutual Fund

By Rajendra Mar 25, 2023 image source -kotak MF Scheme Analysis

Kotak Equity Opportunities Fund

Thick Brush Stroke Large & Mid Cap Sep 09, 2004 Nifty LargeMid 250 Scribbled Arrow

Style : Growth at reasonable Price investment style. Philosophy - is to remain fully invested as per mandate & not to take active cash calls

Top 5 Holding

ICICI Bank SBI Axis Bank Larson & Toubro Reliance 5.92 4.95 4.22 3.45 3.40 Total - 21.94

Investment Strategy

To aggressively look for investment opportunities without any sectoral bias. Selection decision based on valuations, bottom-up research & market outlook

Financial Services

29.00 11.00 10.00 10.00 5.00

Portfolio Construction

40-60 stocks Min exposure 35% each in Large & Mid cap segments

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,279 45,780 87,446 4.39% 16.31% 15.08% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund

Kotak equity opportunities fund