Can I invest in SIP and Lumpsum in Kotak Equity Opportunities - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Kotak Equity Opportunities - Direct (G). Minimum lumpsum investment Kotak Equity Opportunities - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Kotak Equity Opportunities - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Kotak Equity Opportunities - Direct (G) is Kotak Equity Opportunities - Direct (G) is ₹382.48 as on 2025-01-01.

Which are the biggest stock holdings of Kotak Equity Opportunities - Direct (G)?

The 5 biggest stock holdings of Kotak Equity Opportunities - Direct (G) are: HDFC Bank (5.60%), Infosys (4.20%), Zomato Ltd (3.80%), St Bk of India (3.60%), ICICI Bank (3.50%)

What are the top sectors Kotak Equity Opportunities - Direct (G) invests in?

A majority of Kotak Equity Opportunities - Direct (G) 's AUM worth ₹25,648.5 (Cr) is invested in these 3 top sectors: Banks : 17.09% IT-Software : 9.10% Pharmaceuticals & Biotech : 8.04%

Mutual Funds
Kotak Equity Opportunities - Direct (G)

Kotak Equity Opportunities - Direct (G)

Large & Mid Cap Fund

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NAV
382.48(0.40%)
Fund Size (CR)
₹25,648.5
Expense Ratio
0.5
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
18.25%

Absolute Return: -5.04%

Annualized Return: 0%

Basic Details

Scheme Manager

Harsha Upadhyaya

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9979.33	-0.21%	-	0.02%	95/138
1 Month	29 November 2024	9905.40	-0.95%	-	-0.22%	94/138
3 Month	30 September 2024	9455.01	-5.45%	-	-5.11%	62/134
6 Month	28 June 2024	10015.70	0.16%	-	2.32%	92/130
1 Year	29 December 2023	12508.06	25.08%	25.08%	23.76%	48/122
3 Year	30 December 2021	17876.55	78.77%	21.37%	18.18%	27/120
5 Year	30 December 2019	27537.82	175.38%	22.46%	21.55%	39/115
Since Inception	1 January 2013	74780.23	647.80%	18.25%	17.09%	52/138

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	138884.86	6.83%	6.83%
3 Year	3 January 2022	3,70,000	532555.10	43.93%	12.91%
5 Year	1 January 2020	6,10,000	1131584.11	85.51%	13.15%
10 Year	1 January 2015	12,10,000	3365722.61	178.16%	10.77%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.61%

Standard Deviation

0.87%

Beta

1.16%

Sharpe Ratio

0.11%

Treynor's Ratio

4.23%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	5.60%	8000000	1436.84	Equity	Banks
Infosys	4.20%	5800000	1077.55	Equity	IT - Software
Zomato Ltd	3.80%	34805199	973.71	Equity	E-Commerce/App based Aggregator
St Bk of India	3.60%	11000000	922.85	Equity	Banks
ICICI Bank	3.50%	6900000	897.07	Equity	Banks
Bharat Electron	3.36%	28000000	862.40	Equity	Aerospace & Defence
Axis Bank	2.75%	6200000	704.51	Equity	Banks
Larsen & Toubro	2.69%	1850000	689.09	Equity	Infrastructure Developers & Operators
Mphasis	2.49%	2150000	639.53	Equity	IT - Software
Sun Pharma.Inds.	2.22%	3200000	569.89	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Kotak Equity Opportunities - Direct (G)	25648.50	-0.95%	-5.45%	0.16%	25.08%	21.37%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	7710.01	4.25%	2.10%	16.86%	47.10%	29.13%
Motilal Oswal Large and Midcap Fund - Dir (G)	7710.01	4.25%	2.10%	16.86%	47.10%	29.13%
HSBC Large & Mid Cap Fund - Direct (G)	3978.89	2.86%	1.36%	8.55%	39.74%	22.10%
HSBC Large & Mid Cap Fund - Direct (IDCW)	3978.89	2.86%	1.36%	8.55%	39.73%	22.08%
Invesco India Large & Mid Cap Fund-Dir (G)	6340.05	2.53%	-1.68%	9.46%	39.19%	23.58%

News

Kotak Mahindra MF announces change in Tier ' 2 Benchmark index under its scheme

Kotak Mahindra Mutual Fund has announced change in the Tier ' 2 Benchmark shall be discontinued with effect from December 30, 2024.

Change in name of Benchmark of Kotak Money Market Fund

Scheme Name	Existing Benchmark (Tier 2)	Revised Benchmark (Tier 2)
Kotak Money Market Fund	Nifty Money Market Index	NIL
Kotak Bond Short Term Fund	Nifty Short Duration Debt Index	NIL
Kotak Savings Fund	Nifty Ultra Short Duration Debt Index	NIL
Kotak Medium Term Fund	Nifty Medium Duration Debt Index	NIL
Kotak Low Duration Fund	Nifty Low Duration Debt Index	NIL
Kotak Bond Fund	Nifty Medium to Long Duration Debt Index	NIL
Kotak Credit Risk Fund	Nifty Credit Risk Bond Index	NIL
Kotak Dynamic Bond Fund	Nifty Composite Debt Index	NIL
Kotak Liquid Fund	Nifty Liquid Index	NIL

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Kotak Mutual Fund announces change in Exit Load Structure

Kotak Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 23 December 2024

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Kotak Transportation & Logistics Fund	' For redemption / switch out within 30 days from the date of allotment: 1% ' If units are redeemed or switched out on or after 30 days from the date of allotment: NIL Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme. Units issued on reinvestment of IDCW shall not be subject to entry and exit load. No exit load will be chargeable in case of switches made between different plans/options of the scheme. The AMC reserves the right to change / modify the Load structure the Scheme, subject to maximum limits as prescribed under the SEBI (MF) Regulations and circulars issued thereunder from time to time.	' For redemption / switch out within 90 days from the date of allotment: 0.5% ' If units are redeemed or switched out on or after 90 days from the date of allotment -Nil Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme. Units issued on reinvestment of IDCW shall not be subject to entry and exit load. No exit load will be chargeable in case of switches made between different plans/options of the scheme. The AMC reserves the right to change / modify the Load structure the Scheme, subject to maximum limits as prescribed under the SEBI (MF) Regulations and circulars issued thereunder from time to time.

Name of the Scheme

Existing Exit Load Structure

Revised Exit Load Structure

Kotak Transportation & Logistics Fund

' For redemption / switch out within 30 days from the date of allotment: 1%

' If units are redeemed or switched out on or after 30 days from the date of allotment: NIL

Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme.

Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

No exit load will be chargeable in case of switches made between different plans/options of the scheme.

The AMC reserves the right to change / modify the Load structure the Scheme, subject to maximum limits as prescribed under the SEBI (MF) Regulations and circulars issued thereunder from time to time.

' For redemption / switch out within 90 days from the date of allotment: 0.5%

' If units are redeemed or switched out on or after 90 days from the date of allotment -Nil

Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme.

Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

No exit load will be chargeable in case of switches made between different plans/options of the scheme.

The AMC reserves the right to change / modify the Load structure the Scheme, subject to maximum limits as prescribed under the SEBI (MF) Regulations and circulars issued thereunder from time to time.

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Kotak Equity Arbitrage Fund announces Income Distribution cum capital withdrawal (IDCW)
Kotak Mahindra Mutual Fund has announced 23 December 2024 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option of Kotak Equity Arbitrage Fund. The amount of IDCW on the face value of Rs 10 per unit will be:
Regular Plan ' Monthly IDCW Option: Rs 0.0353
Direct Plan ' Monthly IDCW Option: Rs 0.04519
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹25648.50

Kotak Equity Opportunities - Direct (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Kotak Mahindra Mutual Fund. Launched in 1 January 2013, this fund is managed by Harsha Upadhyaya. With assets under management (AUM) worth ₹25,648.5 (Cr), as of 1 January 2025, Kotak Equity Opportunities - Direct (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 18.25% since its launch.
The current NAV of Kotak Equity Opportunities - Direct (G) is ₹382.48, as on 1 January 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in Kotak Equity Opportunities - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment. The fund has generated 21.37% and 22.46% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.92% in Equity, 2.60% in Debt and 0.48% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 17.09% in Banks, 9.10% in IT-Software, 8.04% in Pharmaceuticals & Biotech, 5.98% in Auto Components, 5.00% in Petroleum Products

FAQs

How to Invest in Kotak Equity Opportunities - Direct (G) Direct Growth?

Kotak Equity Opportunities - Direct (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 18.25% since inception. Looking to invest in Kotak Equity Opportunities - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Kotak Equity Opportunities - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Kotak Equity Opportunities - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Kotak Equity Opportunities - Direct (G) today and reap the benefits of this Large & Mid Cap Fund fund!

How much returns has Kotak Equity Opportunities - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Kotak Equity Opportunities - Direct (G) has generated annualised return of 25.08%. In the long-term, the fund has generated 21.37% and 22.46% in 3 and 5 years respectively. Since its inception, the fund has generated 18.25% returns.

What is the expense ratio of Kotak Equity Opportunities - Direct (G) Direct Growth?

The expense ratio of Kotak Equity Opportunities - Direct (G) Direct Growth is 0.50%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Kotak Equity Opportunities - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Kotak Equity Opportunities - Direct (G) is ₹25,648.5 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Kotak Equity Opportunities - Direct (G) Direct Growth?

Redeeming or selling units of Kotak Equity Opportunities - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Kotak Equity Opportunities - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Kotak Equity Opportunities - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).