menu
Jama - Kotak Equity Opportunities Fund


Kotak Equity Opportunities Fund

Invest Now
Start SIP

Equity-Large & Mid Cap
NAV : 273.146
(-3.1850000000000023
arrow_downward
)
AUM : ₹116 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.52%4.95%18.76%21.58%12.62%25.79%19.67%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme investing in both large cap and mid cap stocks
NAV273.146
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio52.0%
Exit Load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. (applicable for all plans) iv) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,975₹1,08,659₹316
After 1 year₹1,21,580₹1,20,142₹1,438
After 3 years₹1,99,018₹1,91,938₹7,081
After 20 years₹98,31,570₹77,22,130₹21,09,441

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 25.79% Past 3 yr Data




Fund 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.
Fund Manager:
Harsha Upadhyaya