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kotak equity opportunities direct growth
Kotak Equity Opportunities Direct Growth

Kotak Equity Opportunities Direct Growth

  • Very High Risk
  • Equity
  • Large and Mid-Cap
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NAV as on Aug 8, 2025
i
Price per unit of the scheme.
381.0420-0.86%1 Day Change
-4.02%
Minimum Investment₹100
Expense Ratio0.49%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Aug 08, 2025
Compare fund’s performance against category average across different time periods
12Out of 26 funds in the category
Category Avg Return
-3.72%
Fund Return -4.02%
Low-4.02%1.6%7.23%12.86%18.48%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON



No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
Kotak Equity Opportunities Direct Growth
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    3,60,000
  • Return
    98,171
  • Current Value
    4,58,171

bt_logoFUND MANAGER

Harsha Upadhyaya
Harsha Upadhyaya
i
Lead Fund Manager.
Aug 4, 2012 - Present
  • Fund Manager Rank9Out of 26
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed12
  • Total AUM2,08,669.42 Cr
  • Highest Return In 1 Yr9.54 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 131.67
-4.87%
-4.08%
Very High Risk
6,492.65Cr
₹ 381.04
-4.02%
-4.02%
Very High Risk
28,294.15Cr
₹ 93.28
-4.78%
-3.86%
Very High Risk
54,840.98Cr
Kotak Tax Saver-Scheme-Growth - Direct
Very High Risk
  • NAV₹ 131.67
  • Fund Size6,492.65Cr
Fund Return-4.87%
Category Return-4.08%
Kotak Equity Opportunities Direct Growth
Very High Risk
  • NAV₹ 381.04
  • Fund Size28,294.15Cr
Fund Return-4.02%
Category Return-4.02%
Kotak Flexicap Fund Direct Growth
Very High Risk
  • NAV₹ 93.28
  • Fund Size54,840.98Cr
Fund Return-4.78%
Category Return-3.86%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Arjun Khanna
Arjun Khanna
i
Lead Fund Manager.
Apr 30, 2022 - Present
  • Schemes managed21
  • Total AUM2,42,298.31 Cr
  • Highest Return In 1 Yr33.03 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 297.13
-5.40%
-4.34%
Very High Risk
18,031.02Cr
₹ 72.29
-2.18%
-2.98%
Very High Risk
7,808.18Cr
--
₹ 15.63
-3.89%
-3.89%
Very High Risk
1,269.14Cr
Kotak Small Cap Direct Growth
Very High Risk
  • NAV₹ 297.13
  • Fund Size18,031.02Cr
Fund Return-5.40%
Category Return-4.34%
Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV₹ 72.29
  • Fund Size7,808.18Cr
Fund Return-2.18%
Category Return-2.98%
Kotak Banking & Financial Services Fund Direct Growth
Very High Risk--
  • NAV₹ 15.63
  • Fund Size1,269.14Cr
Fund Return-3.89%
Category Return-3.89%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (98.75%)
DEBT (-%)
CASH (1.25%)
Allocation by Market Cap
Large Cap(53.93%)
Mid Cap(39.00%)
Small Cap(5.82%)
Industry Holdings
  • Banks Regional18.48%
  • Information Technology Services8.40%
  • Oil Gas Refining Marketing6.04%
  • Auto Parts5.19%
  • Aerospace Defense4.22%
  • Internet Retail4.15%
Stock Holdings
  • HDFC Bank Ltd6.37%
  • Bharat Electronics Ltd4.17%
  • ICICI Bank Ltd3.58%
  • Infosys Ltd3.28%
  • Eternal Ltd3.25%
  • State Bank of India3.19%

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    5.31
    This Fund
    VS
    3.63
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    85.83
    This Fund
    VS
    83.34
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    0.91
    This Fund
    VS
    0.96
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    1.07
    This Fund
    VS
    0.91
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    1.73
    This Fund
    VS
    1.49
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    12.91
    This Fund
    VS
    13.89
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
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Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 117.51
-1.31%
-4.02%
Very High Risk
₹ 7,886.66 Cr
₹ 35.22
-1.41%
-4.02%
Very High Risk
₹ 14,954.28 Cr
₹ 152.37
-2.26%
-4.02%
Very High Risk
₹ 9,735.36 Cr
₹ 288.62
-2.70%
-4.02%
Very High Risk
₹ 26,117.61 Cr
₹ 28.34
-2.72%
-4.02%
Very High Risk
₹ 4,365.04 Cr
₹ 26.76
-3.15%
-4.02%
Very High Risk
₹ 905.87 Cr
Invesco India Growth Opportunities Fund Direct Plan Growth
Very High Risk
  • NAV₹ 117.51
  • Fund Size₹ 7,886.66 Cr
Fund Return-1.31%
Category Return-4.02%
Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 35.22
  • Fund Size₹ 14,954.28 Cr
Fund Return-1.41%
Category Return-4.02%
Bandhan Core Equity Fund Direct Plan Growth
Very High Risk
  • NAV₹ 152.37
  • Fund Size₹ 9,735.36 Cr
Fund Return-2.26%
Category Return-4.02%
Canara Robeco Emerging Equities Direct Plan Growth Option
Very High Risk
  • NAV₹ 288.62
  • Fund Size₹ 26,117.61 Cr
Fund Return-2.70%
Category Return-4.02%
HSBC Large and Mid Cap Fund Direct Growth
Very High Risk
  • NAV₹ 28.34
  • Fund Size₹ 4,365.04 Cr
Fund Return-2.72%
Category Return-4.02%
Union Large & Midcap Fund Direct Growth
Very High Risk
  • NAV₹ 26.76
  • Fund Size₹ 905.87 Cr
Fund Return-3.15%
Category Return-4.02%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
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Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 15.58
6.94%
5.20%
Very High Risk
₹ 138.62 Cr
--
₹ 28.95
5.41%
--
Very High Risk
₹ 99.67 Cr
--
₹ 20.85
5.29%
--
Very High Risk
₹ 3,344.42 Cr
--
₹ 41.21
4.37%
5.20%
Moderately High risk
₹ 3,155.45 Cr
--
₹ 11.91
3.80%
--
Very High Risk
₹ 507.88 Cr
--
₹ 11.34
3.56%
--
Very High Risk
₹ 78.98 Cr
Kotak Silver ETF Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 15.58
  • Fund Size₹ 138.62 Cr
1 Month Return6.94%
Category Return5.20%
Kotak Global Emerging Market Fund - Growth - Direct
Very High Risk--
  • NAV₹ 28.95
  • Fund Size₹ 99.67 Cr
1 Month Return5.41%
Category Return--
Kotak NASDAQ 100 Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 20.85
  • Fund Size₹ 3,344.42 Cr
1 Month Return5.29%
Category Return--
Kotak Gold Fund Growth - Direct
Moderately High risk--
  • NAV₹ 41.21
  • Fund Size₹ 3,155.45 Cr
1 Month Return4.37%
Category Return5.20%
Kotak Global Innovation Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 11.91
  • Fund Size₹ 507.88 Cr
1 Month Return3.80%
Category Return--
Kotak International REIT FOF Direct Growth
Very High Risk--
  • NAV₹ 11.34
  • Fund Size₹ 78.98 Cr
1 Month Return3.56%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 5,52,093.72 crores. It’s current offering of mutual fund schemes includes 48 equity, 55 debt and 7 hybrid schemes.
phone icon
Phone
+91 22 61152100
mail icon
Email
fundaccops@kotakmutual.com
aum
AUM
5,52,093.72 Cr (
As on Jun 30, 2025
)
location
Address
2nd Floor, 12-BKC, Plot No C-12 Mumbai,400 051

bt_logoFAQ's

What is the category of Kotak Equity Opportunities Direct Growth ?
The category of Kotak Equity Opportunities Direct Growth is Equity - Large and Mid-Cap
What is the current NAV of Kotak Equity Opportunities Direct Growth ?
The current NAV of Kotak Equity Opportunities Direct Growth as on Aug 08, 2025 is ₹381.04
How safe is Kotak Equity Opportunities Direct Growth ?
The risk level of Kotak Equity Opportunities Direct Growth is Very High.
What are short term returns given by Kotak Equity Opportunities Direct Growth ?
The return given by Kotak Equity Opportunities Direct Growth in 1 month is -4.02%, 3 months is 5.67%, 6 months is 6.47%, and 1 year is 0.61%
What are the long term returns given by Kotak Equity Opportunities Direct Growth ?
The return given by Kotak Equity Opportunities Direct Growth in 3 years is 19.87% and 5 years is 23.56%.
What is the expense ratio of Kotak Equity Opportunities Direct Growth ?
The expense ratio of Kotak Equity Opportunities Direct Growth is 0.49%
What is the AUM of Kotak Equity Opportunities Direct Growth ?
The assets under Management (AUM) of Kotak Equity Opportunities Direct Growth is Rs 28,294.15 crores.
What is the minimum investment in Kotak Equity Opportunities Direct Growth ?
The minimum Lumpsum investment in Kotak Equity Opportunities Direct Growth is ₹100.00 and the minimum SIP investment in Kotak Equity Opportunities Direct Growth is ₹100.00
What is the asset allocation of Kotak Equity Opportunities Direct Growth?
Kotak Equity Opportunities Direct Growth has an exposure of 98.75% in Equity and 1.25% in Cash & Money Market Securities