Kotak Equity Opportunities Fund

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Mutual Fund Category

Large & Mid Cap

Minimum Investment

₹5000 *

Return 1 Year

8.79%*

Return 3 Years

16.77%*

Return 5 Years

13.93%*

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Eligibility

Citizen Individuals above eighteen years (sole or joint)
A financial saving is available for Resident Individual (sole or joint account)
Should have a Demat account.
18+ years old.

Document Required

Identity proof. PAN card is mandatory
Address proof
Signature on white paper
Bank proof
Photograph

Features of Demat Account

Min. investment
₹5,000.00
AUM
₹8,939.73 Cr.
Exit load-1%
Expense ratio - 0.62%

96% of the fund's investments are in Indian stocks, of which 48.39% are in large companies, 32.25% in mid-size companies, and 9.87% in small companies.

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