Kotak Equity Opportunities Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

4 Morning Star

4 Value Research

NAV( 25 Apr 2024)

₹ 301.65
6.86%

Kotak Equity Opportunities Reg-G

Invest now
Performance

23.12%3y Returns

1.04% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.62%
  • Exit load

    1% For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 19,861 Cr
  • Plan

    REGULAR
  • Launch date

    27 Jul 2004
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF174K01187
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Kotak Liquid Direct-G 0.39%
Repo 2.59%
Net Payables -0.26%
ABB India Ltd 1.92%
AIA Engineering Ltd 0.91%
Ajanta Pharma Ltd 0.45%
Apollo Tyres Ltd 1.93%
Ashok Leyland Ltd 1.42%
Astra Microwave Products Ltd 0.44%
Axis Bank Ltd 3.27%
Linde India Ltd 2.63%
Balkrishna Industries Ltd 0.64%
Bank Of Baroda 0.53%
BEML Ltd 0.48%
Bharat Electronics Ltd 2.89%
Bharat Forge Ltd 2.67%
Bharat Petroleum Corporation Ltd 1.36%
Bharti Airtel Ltd 1.39%
Blue Star Ltd 1.7%
Bosch Ltd 0.6%
Cipla Ltd 1.13%
Container Corporation Of India Ltd 0.53%
Coromandel International Ltd 1.33%
Crisil Ltd 1.42%
Cummins India Ltd 2.76%
Exide Industries Ltd 1.17%
Schaeffler India Ltd 1.04%
Fortis Healthcare Ltd 0.49%
GAIL (India) Ltd 2.19%
Glaxosmithkline Pharmaceuticals Ltd 0.65%
Gujarat State Petronet Ltd 1.22%
HDFC Bank Ltd 3.5%
Hero Motocorp Ltd 2.32%
Hindalco Industries Ltd 0.62%
Hindustan Petroleum Corporation Ltd 1.56%
Hindustan Unilever Ltd 0.91%
Honeywell Automation India Ltd 0.64%
ICICI Bank Ltd 3.03%
Indraprastha Gas Ltd 0.6%
Infosys Ltd 1.73%
Ipca Laboratories Ltd 1.14%
Jindal Steel & Power Ltd 2.22%
JK Cement Ltd 1.74%
Kalpataru Projects International Ltd 0.86%
Larsen & Toubro Ltd 3.53%
The Ramco Cements Ltd 0.45%
Maruti Suzuki India Ltd 4.12%
Max Financial Services Ltd 0.92%
Mphasis Ltd 0.9%
Coforge Ltd 0.61%
Petronet LNG Ltd 1.06%
Reliance Industries Ltd 2.39%
SRF Ltd 1.93%
Shriram Finance Ltd 1.07%
State Bank of India 4.17%
Sun Pharmaceutical Industries Ltd 2.2%
Sun TV Network Ltd 0.73%
Tata Chemicals Ltd 0.7%
Tata Consultancy Services Ltd 1.32%
Thermax Ltd 1.79%
Ultratech Cement Ltd 1.62%
United Spirits Ltd 0.97%
V-Guard Industries Ltd 0.42%
Voltas Ltd 0.94%
Oberoi Realty Ltd 1.19%
AU Small Finance Bank Ltd 0.74%
Zomato Ltd 2.48%
Vedant Fashions Ltd 0.37%
Bharti Airtel Ltd PPE 0.06%
Indraprastha Gas Ltd Futures 04/2024 0.11%
Tata Chemicals Ltd Futures 04/2024 0.42%
Sectors
Company Allocation %
Others 2.33%
Automobile 13.70%
Construction 4.72%
Consumer Staples 1.88%
Materials 3.81%
Financial 17.23%
Capital Goods 13.55%
Diversified 1.93%
Consumer Discretionary 3.06%
Chemicals 5.08%
Services 5.53%
Energy 10.49%
Unclassified 0.39%
Technology 4.56%
Metals & Mining 3.75%
Healthcare 6.06%
Communication 1.89%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited. KMAMC started operations in December 1998 and has approximately 21 Lac investors. They offer schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. They have presence in 82 cities and has 86 branches. Their vision is to be a responsible player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle.�

  • Funds Offered

    12
  • AUM

    ₹ 1,55,234 Cr
  • Highest Return

    23.51%
About

Harsha Upadhyaya Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

Mirae Asset Large & Midcap Reg-G

4 Morning Star

4 Value Research

4.52 %

4 Morning Star

4 Value Research

NAV

133.16

1M Returns

4.52%

1Y Returns

40.42%

3Y Returns

19.83%

Min. Investment

Rs.500.0

Fund Size

Rs.33618.78 Cr

Fund Manager

Neelesh Surana
Very High Equity G
More

NAV

133.16

Min Investment

₹500.0

Fund Size

₹33618.78 cr

Fund Manager

Neelesh Surana
ADD to watchlist
5.01 %

0 Morning Star

0 Value Research

NAV

217.16

1M Returns

5.01%

1Y Returns

37.59%

3Y Returns

19.51%

Min. Investment

Rs.1000.0

Fund Size

Rs.20816.29 Cr

Fund Manager

Shridatta Bhandwaldar
Very High Equity G
More

NAV

217.16

Min Investment

₹1000.0

Fund Size

₹20816.29 cr

Fund Manager

Shridatta Bhandwaldar
ADD to watchlist
Canara Robeco Emerging Equities Reg-G

3 Morning Star

3 Value Research

5.01 %

3 Morning Star

3 Value Research

NAV

217.16

1M Returns

5.01%

1Y Returns

37.59%

3Y Returns

19.51%

Min. Investment

Rs.1000.0

Fund Size

Rs.20816.29 Cr

Fund Manager

Shridatta Bhandwaldar
Very High Equity G
More

NAV

217.16

Min Investment

₹1000.0

Fund Size

₹20816.29 cr

Fund Manager

Shridatta Bhandwaldar
ADD to watchlist
Invesco India Large & Mid Cap-G

3 Morning Star

2 Value Research

6.12 %

3 Morning Star

2 Value Research

NAV

78.37

1M Returns

6.12%

1Y Returns

52.26%

3Y Returns

22.68%

Min. Investment

Rs.100.0

Fund Size

Rs.4995.76 Cr

Fund Manager

Pranav Gokhale
Very High Equity G
More

NAV

78.37

Min Investment

₹100.0

Fund Size

₹4995.76 cr

Fund Manager

Pranav Gokhale
ADD to watchlist
Quant Large and Mid Cap-G

5 Morning Star

5 Value Research

7.6 %

5 Morning Star

5 Value Research

NAV

117.33

1M Returns

7.6%

1Y Returns

64.78%

3Y Returns

30.91%

Min. Investment

Rs.1000.0

Fund Size

Rs.2110.44 Cr

Fund Manager

Sanjeev Sharma
Very High Equity G
More

NAV

117.33

Min Investment

₹1000.0

Fund Size

₹2110.44 cr

Fund Manager

Sanjeev Sharma
ADD to watchlist
Bajaj Finserv Large and Mid Cap Reg-G

0 Morning Star

0 Value Research

4.58 %

0 Morning Star

0 Value Research

NAV

10.49

1M Returns

4.58%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.784.96 Cr

Fund Manager

Nimesh Chandan
Very High Equity G
More

NAV

10.49

Min Investment

₹500.0

Fund Size

₹784.96 cr

Fund Manager

Nimesh Chandan
ADD to watchlist
Tata Large & Mid Cap Reg-G

3 Morning Star

3 Value Research

3.81 %

3 Morning Star

3 Value Research

NAV

475.56

1M Returns

3.81%

1Y Returns

34.5%

3Y Returns

21.07%

Min. Investment

Rs.100.0

Fund Size

Rs.6821.91 Cr

Fund Manager

Chandraprakash Padiyar
Very High Equity G
More

NAV

475.56

Min Investment

₹100.0

Fund Size

₹6821.91 cr

Fund Manager

Chandraprakash Padiyar
ADD to watchlist
Navi Large & Midcap-G

1 Morning Star

2 Value Research

4.61 %

1 Morning Star

2 Value Research

NAV

30.77

1M Returns

4.61%

1Y Returns

26.11%

3Y Returns

17.57%

Min. Investment

Rs.10.0

Fund Size

Rs.268.79 Cr

Fund Manager

Aditya Mulki
Very High Equity G
More

NAV

30.77

Min Investment

₹10.0

Fund Size

₹268.79 cr

Fund Manager

Aditya Mulki
ADD to watchlist
Bandhan Core Equity Reg-G

3 Morning Star

4 Value Research

6.86 %

3 Morning Star

4 Value Research

NAV

114.6

1M Returns

6.86%

1Y Returns

58.64%

3Y Returns

27.0%

Min. Investment

Rs.100.0

Fund Size

Rs.4022.92 Cr

Fund Manager

Anoop Bhaskar
Very High Equity G
More

NAV

114.6

Min Investment

₹100.0

Fund Size

₹4022.92 cr

Fund Manager

Anoop Bhaskar
ADD to watchlist
ICICI Pru Large & Mid Cap-G

4 Morning Star

5 Value Research

4.76 %

4 Morning Star

5 Value Research

NAV

857.4

1M Returns

4.76%

1Y Returns

48.48%

3Y Returns

28.41%

Min. Investment

Rs.100.0

Fund Size

Rs.12307.24 Cr

Fund Manager

Ihab Dalwai
Very High Equity G
More

NAV

857.4

Min Investment

₹100.0

Fund Size

₹12307.24 cr

Fund Manager

Ihab Dalwai
ADD to watchlist
Axis Growth Opportunities Reg-G

4 Morning Star

3 Value Research

3.75 %

4 Morning Star

3 Value Research

NAV

28.29

1M Returns

3.75%

1Y Returns

45.84%

3Y Returns

20.5%

Min. Investment

Rs.100.0

Fund Size

Rs.11738.74 Cr

Fund Manager

Jinesh Gopani
Very High Equity G
More

NAV

28.29

Min Investment

₹100.0

Fund Size

₹11738.74 cr

Fund Manager

Jinesh Gopani
ADD to watchlist
Sundaram Large and Mid Cap-G

3 Morning Star

2 Value Research

4.58 %

3 Morning Star

2 Value Research

NAV

74.95

1M Returns

4.58%

1Y Returns

39.26%

3Y Returns

20.29%

Min. Investment

Rs.100.0

Fund Size

Rs.6194.7 Cr

Fund Manager

Ravi Gopalakrishnan
Very High Equity G
More

NAV

74.95

Min Investment

₹100.0

Fund Size

₹6194.7 cr

Fund Manager

Ravi Gopalakrishnan
ADD to watchlist
Mahindra Manulife Large & Mid Cap Reg-G

4 Morning Star

3 Value Research

5.88 %

4 Morning Star

3 Value Research

NAV

25.59

1M Returns

5.88%

1Y Returns

55.11%

3Y Returns

25.58%

Min. Investment

Rs.500.0

Fund Size

Rs.1985.12 Cr

Fund Manager

Abhinav Khandelwal
Very High Equity G
More

NAV

25.59

Min Investment

₹500.0

Fund Size

₹1985.12 cr

Fund Manager

Abhinav Khandelwal
ADD to watchlist
PGIM India Large and Mid Cap Reg-G

0 Morning Star

0 Value Research

4.31 %

0 Morning Star

0 Value Research

NAV

10.66

1M Returns

4.31%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.326.37 Cr

Fund Manager

Puneet Pal
Very High Equity G
More

NAV

10.66

Min Investment

₹1000.0

Fund Size

₹326.37 cr

Fund Manager

Puneet Pal
ADD to watchlist
HSBC Large and Mid Cap Reg-G

3 Morning Star

3 Value Research

8.99 %

3 Morning Star

3 Value Research

NAV

23.3

1M Returns

8.99%

1Y Returns

49.46%

3Y Returns

22.86%

Min. Investment

Rs.500.0

Fund Size

Rs.2768.75 Cr

Fund Manager

Neelotpal Sahai
Very High Equity G
More

NAV

23.3

Min Investment

₹500.0

Fund Size

₹2768.75 cr

Fund Manager

Neelotpal Sahai
ADD to watchlist
Edelweiss Large & Mid Cap Reg-G

3 Morning Star

3 Value Research

4.19 %

3 Morning Star

3 Value Research

NAV

74.24

1M Returns

4.19%

1Y Returns

41.92%

3Y Returns

21.01%

Min. Investment

Rs.100.0

Fund Size

Rs.2848.59 Cr

Fund Manager

Trideep Bhattacharya
Very High Equity G
More

NAV

74.24

Min Investment

₹100.0

Fund Size

₹2848.59 cr

Fund Manager

Trideep Bhattacharya
ADD to watchlist
Union Large & Midcap Reg-G

3 Morning Star

2 Value Research

4.35 %

3 Morning Star

2 Value Research

NAV

22.56

1M Returns

4.35%

1Y Returns

38.75%

3Y Returns

20.89%

Min. Investment

Rs.500.0

Fund Size

Rs.705.7 Cr

Fund Manager

Vinay Paharia
Very High Equity G
More

NAV

22.56

Min Investment

₹500.0

Fund Size

₹705.7 cr

Fund Manager

Vinay Paharia
ADD to watchlist
HDFC Large and Mid Cap Reg-G

3 Morning Star

5 Value Research

5.48 %

3 Morning Star

5 Value Research

NAV

299.18

1M Returns

5.48%

1Y Returns

51.04%

3Y Returns

27.68%

Min. Investment

Rs.100.0

Fund Size

Rs.17313.86 Cr

Fund Manager

Gopal Agrawal
Very High Equity G
More

NAV

299.18

Min Investment

₹100.0

Fund Size

₹17313.86 cr

Fund Manager

Gopal Agrawal
ADD to watchlist
DSP Equity Opportunities-G

3 Morning Star

3 Value Research

6.64 %

3 Morning Star

3 Value Research

NAV

527.51

1M Returns

6.64%

1Y Returns

47.18%

3Y Returns

21.99%

Min. Investment

Rs.100.0

Fund Size

Rs.10812.48 Cr

Fund Manager

Rohit Singhania
Very High Equity G
More

NAV

527.51

Min Investment

₹100.0

Fund Size

₹10812.48 cr

Fund Manager

Rohit Singhania
ADD to watchlist
Bank of India Large & Mid Cap Equity Eco-G

3 Morning Star

0 Value Research

5.5 %

3 Morning Star

0 Value Research

NAV

88.55

1M Returns

5.5%

1Y Returns

45.64%

3Y Returns

23.7%

Min. Investment

Rs.5000.0

Fund Size

Rs.292.85 Cr

Fund Manager

Nitin Gosar
Very High Equity G
More

NAV

88.55

Min Investment

₹5000.0

Fund Size

₹292.85 cr

Fund Manager

Nitin Gosar
ADD to watchlist
Bank of India Large & Mid Cap Equity Reg-G

3 Morning Star

3 Value Research

5.42 %

3 Morning Star

3 Value Research

NAV

81.25

1M Returns

5.42%

1Y Returns

44.65%

3Y Returns

23.08%

Min. Investment

Rs.1000.0

Fund Size

Rs.292.85 Cr

Fund Manager

Nitin Gosar
Very High Equity G
More

NAV

81.25

Min Investment

₹1000.0

Fund Size

₹292.85 cr

Fund Manager

Nitin Gosar
ADD to watchlist
Kotak Equity Opportunities Reg-G

4 Morning Star

4 Value Research

6.86 %

4 Morning Star

4 Value Research

NAV

301.65

1M Returns

6.86%

1Y Returns

45.37%

3Y Returns

23.12%

Min. Investment

Rs.100.0

Fund Size

Rs.19861.46 Cr

Fund Manager

Harsha Upadhyaya
Very High Equity G
More

NAV

301.65

Min Investment

₹100.0

Fund Size

₹19861.46 cr

Fund Manager

Harsha Upadhyaya
ADD to watchlist
WhiteOak Capital Large & Mid Cap Reg-G

0 Morning Star

0 Value Research

4.59 %

0 Morning Star

0 Value Research

NAV

11.0

1M Returns

4.59%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.1058.06 Cr

Fund Manager

Piyush Baranwal
Very High Equity G
More

NAV

11.0

Min Investment

₹100.0

Fund Size

₹1058.06 cr

Fund Manager

Piyush Baranwal
ADD to watchlist
Baroda BNP Paribas Large & Mid Cap Reg-G

4 Morning Star

3 Value Research

4.51 %

4 Morning Star

3 Value Research

NAV

24.14

1M Returns

4.51%

1Y Returns

47.46%

3Y Returns

24.26%

Min. Investment

Rs.500.0

Fund Size

Rs.1108.1 Cr

Fund Manager

Sanjay Chawla
Very High Equity G
More

NAV

24.14

Min Investment

₹500.0

Fund Size

₹1108.1 cr

Fund Manager

Sanjay Chawla
ADD to watchlist
LIC MF Large & Mid Cap Reg-G

3 Morning Star

2 Value Research

6.24 %

3 Morning Star

2 Value Research

NAV

32.82

1M Returns

6.24%

1Y Returns

42.47%

3Y Returns

19.64%

Min. Investment

Rs.1000.0

Fund Size

Rs.2551.04 Cr

Fund Manager

Yogesh Patil
Very High Equity G
More

NAV

32.82

Min Investment

₹1000.0

Fund Size

₹2551.04 cr

Fund Manager

Yogesh Patil
ADD to watchlist
UTI Large & Mid Cap Reg-G

3 Morning Star

4 Value Research

5.83 %

3 Morning Star

4 Value Research

NAV

151.78

1M Returns

5.83%

1Y Returns

48.47%

3Y Returns

24.81%

Min. Investment

Rs.500.0

Fund Size

Rs.2758.79 Cr

Fund Manager

V Srivatsa
Very High Equity G
More

NAV

151.78

Min Investment

₹500.0

Fund Size

₹2758.79 cr

Fund Manager

V Srivatsa
ADD to watchlist
Aditya Birla SL Equity Advantage Reg-G

2 Morning Star

1 Value Research

5.65 %

2 Morning Star

1 Value Research

NAV

807.49

1M Returns

5.65%

1Y Returns

37.75%

3Y Returns

14.52%

Min. Investment

Rs.100.0

Fund Size

Rs.5525.56 Cr

Fund Manager

Satyabrata Mohanty
Very High Equity G
More

NAV

807.49

Min Investment

₹100.0

Fund Size

₹5525.56 cr

Fund Manager

Satyabrata Mohanty
ADD to watchlist
SBI Large & Midcap-G

3 Morning Star

4 Value Research

4.01 %

3 Morning Star

4 Value Research

NAV

532.01

1M Returns

4.01%

1Y Returns

34.46%

3Y Returns

22.9%

Min. Investment

Rs.500.0

Fund Size

Rs.21270.03 Cr

Fund Manager

Saurabh Pant
Very High Equity G
More

NAV

532.01

Min Investment

₹500.0

Fund Size

₹21270.03 cr

Fund Manager

Saurabh Pant
ADD to watchlist
Franklin India Equity Advantage-G

2 Morning Star

1 Value Research

4.21 %

2 Morning Star

1 Value Research

NAV

160.53

1M Returns

4.21%

1Y Returns

35.67%

3Y Returns

18.54%

Min. Investment

Rs.500.0

Fund Size

Rs.3138.44 Cr

Fund Manager

R Janakiraman
Very High Equity G
More

NAV

160.53

Min Investment

₹500.0

Fund Size

₹3138.44 cr

Fund Manager

R Janakiraman
ADD to watchlist
Motilal Oswal Large and Midcap Reg-G

4 Morning Star

5 Value Research

9.82 %

4 Morning Star

5 Value Research

NAV

27.07

1M Returns

9.82%

1Y Returns

57.75%

3Y Returns

27.77%

Min. Investment

Rs.500.0

Fund Size

Rs.3663.46 Cr

Fund Manager

Aditya Khemani
Very High Equity G
More

NAV

27.07

Min Investment

₹500.0

Fund Size

₹3663.46 cr

Fund Manager

Aditya Khemani
ADD to watchlist
Nippon India Vision-G

3 Morning Star

3 Value Research

5.58 %

3 Morning Star

3 Value Research

NAV

1250.01

1M Returns

5.58%

1Y Returns

49.34%

3Y Returns

24.11%

Min. Investment

Rs.1000.0

Fund Size

Rs.4335.22 Cr

Fund Manager

Amar Kalkundrikar
Very High Equity G
More

NAV

1250.01

Min Investment

₹1000.0

Fund Size

₹4335.22 cr

Fund Manager

Amar Kalkundrikar
ADD to watchlist