Kotak Equity Opportunities - Direct (G) logo

Kotak Equity Opportunities Direct Growth

Equity | Large & Mid Cap Fund

NAV ₹384.65 as on 20 Jun 2025

RiskVery High

Fund Size₹27,046.44Cr

NAV₹384.65 as on 20 Jun 2025
RiskVery High
Fund Size₹27,046.44Cr
Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Basic Details

Age

12 years 5 months (Since Jan 01, 2013)

Return since Launch

17.55%

Expense ratio

0.55%

Type

OPEN

AUM (Fund Size)

₹27,046.44

Risk Grade

Very High

Benchmark

Nifty LargeMidcap 250 TRI

Calculate Your Returns
Select Duration
Choose Amount
Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Harsha Upadhyaya

Experience:

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 2006, 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.

Asset Allocation

HDFC Bank 6.47%

Bharat Electron 3.98%

ICICI Bank 3.74%

Infosys 3.35%

St Bk of India 3.30%

Eternal Ltd 3.07%

Coromandel Inter 2.75%

Axis Bank 2.73%

Larsen & Toubro 2.51%

Bharti Airtel 2.50%

Bajaj Finance 2.29%

Linde India 2.26%

Mphasis 2.08%

H P C L 2.05%

Sun Pharma.Inds. 1.98%

Reliance Industr 1.89%

Tech Mahindra 1.86%

SRF 1.85%

Ashok Leyland 1.83%

Jindal Steel 1.82%

Bharat Forge 1.74%

J K Cements 1.73%

GAIL (India) 1.68%

Biocon 1.61%

Hero Motocorp 1.55%

Apollo Tyres 1.43%

Motil.Oswal.Fin. 1.38%

UltraTech Cem. 1.37%

Glaxosmi. Pharma 1.34%

Ipca Labs. 1.32%

Power Grid Corpn 1.29%

A B B 1.27%

Torrent Power 1.17%

CRISIL 1.15%

Blue Star 1.13%

B P C L 1.12%

Cummins India 1.09%

Schaeffler India 1.08%

Shriram Finance 1.06%

Kotak Mah. Bank 1.04%

United Spirits 0.96%

Oberoi Realty 0.95%

Voltas 0.93%

Petronet LNG 0.91%

Thermax 0.88%

HCL Technologies 0.88%

Guj.St.Petronet 0.83%

Hind. Unilever 0.78%

Swiggy 0.74%

Fortis Health. 0.71%

Maruti Suzuki 0.68%

Tata Chemicals 0.68%

Kalpataru Proj. 0.67%

Exide Inds. 0.63%

Astra Microwave 0.60%

AIA Engineering 0.59%

Sun TV Network 0.56%

Indraprastha Gas 0.53%

Honeywell Auto 0.53%

BEML Ltd 0.47%

Bosch 0.46%

Interglobe Aviat 0.44%

Ajanta Pharma 0.37%

Bank of Baroda 0.37%

Nuvama Wealth 0.29%

Bharti Airtel PP 0.08%

See All

TREPS 2.23%

Kotak Liquid Fund - Direct (G) 0.31%

Net CA & Others 0.08%

See All
Scheme Holding Summary

Banks

Aerospace & Defence

BEML Ltd

0.47%

IT - Software

E-Commerce/App based Aggregator

Fertilizers

Infrastructure Developers & Operators

Telecomm-Service

Finance

Chemicals

SRF Ltd

1.85%

Debt Others

Refineries

Pharmaceuticals

Automobile

Steel

Castings, Forgings & Fastners

Cement

Gas Distribution

Tyres

Stock/ Commodity Brokers

Power Generation & Distribution

Capital Goods - Electrical Equipment

Credit Rating Agencies

Consumer Durables

Capital Goods-Non Electrical Equipment

Bearings

Alcoholic Beverages

Realty

FMCG

Healthcare

Auto Ancillaries

Bosch Ltd

0.46%

Entertainment

Electronics

Air Transport Service

Mutual Fund Units

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#5 in India
Total AUM₹4,87,121.27Cr
Date of Incorporation05 Aug 1994
Kotak Equity Opportunities Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹4,87,121.27 Cr and the Latest NAV as of 20 Jun 2025 is ₹384.65.
The Kotak Equity Opportunities Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment..
...Read more
Returns and Rankings

Category: Equity Large & Mid Cap Fund

1Y3Y5YAll
Fund returns1.46%7.90%4.67%1.36%
Category average3.48%7.47%4.58%-
Rank within category000-

FAQ’s

What kind of returns does Kotak Equity Opportunities Direct Growth provide?

Kotak Equity Opportunities Direct Growth has given a return of 25.61% in the past 3 years.

What is the expense ratio charged by Kotak Equity Opportunities Direct Growth?

The Expense Ratio charged by Kotak Equity Opportunities Direct Growth is 0.55%.

What is the AUM size of Kotak Equity Opportunities Direct Growth?

The AUM size of Kotak Equity Opportunities Direct Growth is ₹27,046.44Cr.

What is the minimum SIP amount that you can invest in Kotak Equity Opportunities Direct Growth?

₹100 is the minimum SIP amount that you can invest in Kotak Equity Opportunities Direct Growth .

What are the top stock holdings of Kotak Equity Opportunities Direct Growth?

The top stock holdings of Kotak Equity Opportunities Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , State Bank of India and Axis Bank Ltd.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.