Mutual Fund

Kotak equity opportunities fund

By Rajendra

Sep 18, 2022

image source -kotak MF

Scheme Analysis

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Kotak Equity Opportunities Fund

Category 

Large & Mid Cap

Inception

Sep 09, 2004

Benchmark

Nifty LargeMid250

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AUM  - 10,842 Cr

Fund Manager

Harsha Upadhyaya

Style: Growth at reasonable Price investment style.

Philosophy- is to remain fully invested as per mandate & not to take active cash calls

Investment Strategy

To aggressively look for investment opportunities without any sectoral bias.

Selection decision based on valuations, bottom-up research & market outlook

Portfolio Construction

40-60 stocks

Min exposure 35% each in Large & Mid cap segments

Top 5 Holding

ICICI Bank

SBI

Reliance

SRF

L&T

5.69

5.14

4.14

3.52

3.37

Total  - 21.86

Financial Service

Capital Goods

Chemical

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Top 5 Sector -60.39%

22.49

15.78

8.74

7.22

6.16

Auto

Oil

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Scheme Performance

Exit Load

upto 1 year - 1%

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As on 31 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

6.88%

21.42%

12.79%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,782

50,280

93,019

Returns

12.37%

23.00%

17.59%

Monthly SIP of 1,000