NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹304.83
0.16%
NAV as on 01 May 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 01 May 24, 12:00 AM
very high risk
large & mid cap
equity
44.50%p.a.
Last 1Y
22.84%p.a.
Last 3Y
20.32%p.a.
Last 5Y
18.71%p.a.
Since Inception
About Kotak Equity Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Equity Opportunities Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Sep 2004, Kotak Equity Opportunities Fund Growth is Large & Mid-Cap fund of its category with 19,861.46 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Kotak Equity Opportunities Fund Growth delivered 44.5% annual returns during the last year. It has delivered 18.7% average annual returns since the fund was launched.
- Kotak Equity Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
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.
Top 10 Holdings
State Bank of India
4.17%
Maruti Suzuki India Ltd
4.12%
Larsen & Toubro Ltd
3.53%
HDFC Bank Ltd
3.50%
Axis Bank Ltd
3.27%
ICICI Bank Ltd
3.03%
Bharat Electronics Ltd
2.89%
Cummins India Ltd
2.76%
Bharat Forge Ltd
2.67%
Linde India Ltd
2.63%
Fund Managers
- Harsha Upadhyaya (Aug 2012 - Present)
- Arjun Khanna (Apr 2022 - Present)
Key Information
View Scheme Document
Kotak Equity Opportunities Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak Equity Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Equity Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Equity Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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