Mutual Funds Research

Kotak Equity Opportunities Fund-Mix of Large & Mid Cap Stocks

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(A) Basic Details

Kotak Equity Opportunities Fund invests mainly in a mix of large and mid cap stocks from various sectors which look promising based on the performance and potential of companies within the sectors and growth pattern in the economy.

Further, This fund offers exposure across market cap segments. Moreover, This fund is suitable for investors who Long term capital growth.

Fund HouseKotak Mahindra Mutual Fund
CategoryEquity: Large & MidCap
Launch date09-Sep-2004
(As on 31-Jan-2022)
AssetsRs 10,286 Cr
(As on 31-Jan-2022)
Return Since Launch18.36% CAGR per annum

(B) Trailing Returns

Kotak Equity Opportunities Fund - Traling returns

Illustration: How your wealth shall grow by investing in Kotak Equity Opportunities Fund

a) Growth of Wealth if invested by SIP in Kotak Equity Opportunities Fund for a period of 10 years

Kotak equity opportunity fund - SIP returns

b) Growth of Wealth if Lumpsum amount is invested in Kotak Equity Opportunities Fund for a period of 10 years

Kotak opportunity fund - Lumpsum performance

(C) Risk Measures

Kotak Equity Opportunities Fund - Risk

(D) Investment Detail

Kotak opportunity fund - Investment details

(E) Portfolio of the Fund

Kotak Equity Opportunities Fund -Sector allocation

(G) Asset Allocation

Kotak Equity Opportunities Fund - Top holding
Kotak Equity Opportunities Fund - Asset Allocation
Kotak opportunity fund - Portfolio aggregates

(H) Investment Strategy

The Scheme will invest across sectors based on performance and potential of companies within the sectors. Further, it will invest predominantly in a mix of large cap and mid cap stocks. This portfolio diversification is with a view to derive superior performance compared to other diversified equity schemes.

Allocations between asset classes as well as the portfolio mix between large cap and mid cap stocks will be driven by the overall macro-economic situation. Further, the portfolio construction is based on bottom-up investment ideas.

(I) Fund Manager

Mr Harsha Upadhyaya

Education: Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.

Experience: Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

(J) Taxability

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Further, Gains over Rs 1 lakh are taxed at the rate of 10%.
  • Also, if the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • However, No tax is to be paid as long as you continue to hold the units.
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References:, Industry’s Publications, News Publications, Mutual Fund Company.

Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.

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