Comprehensive analysis of Kotak Equity Opportunities - Direct (IDCW) (16017) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
To generate capital appreciation from a diversified portfolio of equity and equity related securities.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
Low Risk
Low Expense Ratio
Equity Focused
Experienced Team
Good Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Risk-adjusted returns
Recent performance momentum
Fund management costs
Assets under management
This fund has outperformed its benchmark by 1.21% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 6.47% |
| HDFC Bank Ltd | Banks | 6.37% |
| Bharat Electronics Ltd | Aerospace & Defence | 4.17% |
| Bharat Electronics Ltd | Aerospace & Defence | 3.82% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.81% |
| ICICI Bank Ltd | Banks | 3.69% |
| ICICI Bank Ltd | Banks | 3.58% |
| Infosys Ltd | IT - Software | 3.28% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.25% |
| State Bank of India | Banks | 3.19% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1590.44 | 3.74% | 6.91% | 26.82% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1479.79 | 3.44% | 6.34% | 26.16% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1124.57 | 9.25% | 9.93% | 27.01% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1015.87 | 3.49% | 3.26% | 20.31% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1006.98 | 8.78% | 8.97% | 25.90% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹913.74 | 3.10% | 2.45% | 19.34% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹697.25 | 4.22% | 5.88% | 26.68% |
| SBI Large & Midcap Fund - Direct (G) | ₹678.82 | 5.84% | 7.47% | 24.31% |
| SBI Large & Midcap Fund (G) | ₹625.95 | 5.40% | 6.53% | 23.23% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹624.47 | 3.69% | 4.81% | 25.44% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.