Rating : ★ ★ ★ ★ ☆

Kotak Equity Opportunities Dividend Payout Direct

Equity

  

Large & Mid Cap Fund

NAV

24.444 +0.517

(as on 25 Sep, 2020)

RETURNS

3.31 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Investment Plan

1%

Benchmark

IISL Nifty 200 PR INR

Asset Size

3637.31 Cr.

(As of 31 Aug, 2020)

Risk

Moderately High

Objective

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.

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Fund manager

Harsha Upadhyaya

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹1000

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Reliance Industries Ltd

7.32%

Infosys Ltd

5.87%

Tata Consultancy Services Ltd

4.34%

HDFC Bank Ltd

4.14%

Sector Allocation

About the Scheme Type

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of Kotak Mahindra Asset Management Co Ltd

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). Kotak Mutual Fund started operations in December 1998 and has approximately 7.5 Lac investors in various schemes. Kotak Mutual Fund offers 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. The company is present in 80 cities and has 84 branches.

Vision of Kotak Mutual Fund – Kotak Mutual Fund envisions to be a responsible player in the Indian mutual fund space, offering best in class products across investor lifecycle. We, at Kotak Mutual Fund, strive hard to deliver consistent performance over the benchmark across all our products, thereby creating customer satisfaction. Our 12 years of existence, offering a broad range of investment products across asset classes with varying risk parameters that cater to needs of various customer segments, have enabled us to garner trust of over 10 lac investors.