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Kotak Equity Opp Fund(IDCW)

IDCW

EquityLarge & Mid Cap Fund

Large-size FundAssets Under Mgmt: ₹ 25,648 Cr

Very High RiskPrinciple investment will be at very high risk

66.931.79% (-1.22)

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EquityLarge & Mid Cap Fund

Large-size FundAssets Under Mgmt: ₹ 25,648 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.50	38.78	1.64

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.34	48.50	1.49

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 3 mutual funds from
EquityLarge & Mid Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Kotak Equity Opp Fund(IDCW)	29.64%	22.95%	12.80%
Mirae Asset Large & Midcap Fund(IDCW)	21.42%	6.99%	17.55%
SBI Large & Midcap Fund(IDCW-Payout)	23.47%	19.76%	16.00%
Canara Rob Emerg Equities Fund(IDCW)	24.93%	14.41%	17.41%

Price Comparison

Compare Kotak Equity Opp Fund(IDCW) with any MF, ETF, stock or index

Kotak Equity Opp Fund(IDCW)

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AMC Profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

No.of Schemes
75
Total AUM
₹ 4,74,047.59 Cr.

Fund Manager Profile

Harsha Upadhyaya

AUM: ₹88,866.58 Cr.

Exp: 18yrs

Qualification

B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA

Past Experience

Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.