Kotak Equity Opp mutual fund has an Assets Under Management (AUM) of ₹25,074 crore, with 55% allocated to large-cap holdings. The fund's performance metrics are as follows:
1-Year Compound Annual Growth Rate (CAGR): 46%
3-Year CAGR: 23%
5-Year CAGR: 26%
These figures indicate strong short-term performance, with a notable 1-year CAGR of 46%. The 3-year CAGR of 23% suggests consistent growth over the medium term, while the since-inception CAGR of 26% reflects robust long-term performance.
The 55% allocation to large-cap stocks aligns with the fund's strategy to invest in well-established companies, offering stability and potential for steady returns.
