Can I invest in Kotak Equity Opportunites Fund? The reverse is true for the Mire and Canara Robeco funds. So going forward, it may be a lot more volatile. Kotak Equity Opportunites Fund has had a significant large cap tilt in the past. Hence a comparison is not particularly fair. The outperformers – Canara Robeco and Mirae funds were essentially Mid cap and small cap funds in the past. The possible reason for this outperformance can be seen from the historical large, mid and small cap allocation of these funds. This is also true of Mirae (a much younger fund) over three and five years. Next, we repeat the same analysis with peers.Ĭlearly Kotak Equity Opportunites is similar in nature to DSP Equity Opportunites, while Canara Robeco Emerging Equity has significantly outperformed, the returns have been a lot more volatile (see the spread in returns between maximum and minimum). The margin of outperformance has neither been overwhelming or underwhelming.
Kotak Equity Opportunites has displayed steady outperformance over seven-year periods. For example, over three years, both the index and the fund lines have 2623 data points. The number of return data points is mentioned as a number within each plot. We shall consider every possible 3,5 and 7-year returns.
Performance Analysisįirst, we consider how Kotak Equity Opportunites Fund has fared against Nifty 200 Total Returns Index. Perhaps due to low AUM growth in this fund, the direct plan expense ratio has been reasonably stable. We recently reported wild fluctuations in the direct plan expense ratio of many funds: Why SEBI should stop frequent mutual fund expense ratio changes. The fund has not been affected much by the change from a diversified equity fund to a large and mid cap fund and holds a large slice of mid caps. The allocation to large cap, mid cap and small cap stock since July 2017 is shown below. Kotak Equity Opportunites Fund: Market Cap History Kotak Equity Opportunites Fund has been a fully invested equity fund with an average equity exposure of 94% since Dec 2009. New Tool! => Track your mutual funds and stocks investments with this Google Sheet!īenchmarked against the Nifty 200 TRI (although it can predominantly invest in the top 250 stocks by market cap), the fund has managed to stay in the top 10 when comparing category returns over the last 1,3,5 and 10 years.
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