Kotak Opportunities is renamed as Kotak Equity Opportunities Fund with effect from 1st June 2018. The above performance is benchmarked to Nifty 200 TRI. With the effect from 1st June 2018 Benchmark Name is changed to Nifty 200 TRI from Nifty 500 TRI. whole or in part in any form or medium without express writtern permission of is prohibited. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. As of 30th June 2021, AUM was 2.47 lakh crores. Returns >= 1 year: CAGR (Compounded Annualised Gro wth Rate). Kotak Mutual Fund is the fifth-largest fund house in India in terms of assets under management. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Past performance may or may not be sustained in future. Different plans have different expense structure. Harsha Upadhyaya has been managing the fund since. Scheme Inception date is for Regular Plan & for Direct Plan.
Past performance of the scheme does not indicate the future performance of the schemes. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Classic Opportunities Fund: Get the Latest NAV Value, Performance and Returns of Classic Opportunities Fund. Graph showing the number of times investment has increased/decreased in each asset class over the period. Past performance may or may not be sustained in the future. Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. Hence, the performances are not strictly comparable. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. When you repay your loan, we’ll reinvest that money into other small businesses. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Source: AMFI website, PPF, RBI and MCX The above simulation is for illustration purpose only.
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