Kotak Equity Opportunities Fund - Growth - Direct

Kotak Equity Opportunities Fund - Growth - Direct of Kotak Mahindra Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.02

Age

NA Years

Fund Manager

Harsha Upadhyaya

AuM (Rs Crores)

2324.3477

Asset Class

Multi-Cap

Net Asset Value:

119.231

Rating

4

Exit Load

0.01

Benchmark

Nifty 500 TRI

Fund Type

Multi Cap

SEBI Category

Large & Mid Cap Fund

Turnover Ratio(Monthly)

97.35%

Fund Manager Details:

Harsha Upadhyaya (B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA. Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 26, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Objective:

To generate capital appreciation from a diversified portfolio of equity and equity related securities.

Top Holdings:

  • Banks (14.84)
  • Finance (14.75)
  • IT - Software (9.47)
  • Gas Distribution (7.79)
  • Cement (7.59)
  • Refineries (5.56)
  • Infrastructure Developers & Operators (3.73)
  • Capital Goods-Non Electrical Equipment (3.46)
  • Miscellaneous (3.33)
  • FMCG (2.58)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition