Should I invest in Kotak Opportunities--?

We don't give personal investment advice. Kotak Opportunities---Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.9%. 5-year CAGR: 13.96%.

Kotak Mahindra

Kotak Opportunities---Dividend

Latest NAV

₹58.2030

As of

3 Jun 2026

4,962 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.10%	+0.11%	-0.01	21 / 32	Q3
1W	-2.20%	-1.76%	-0.44	26 / 32	Q4
2W	-0.57%	-0.27%	-0.31	21 / 32	Q3
1M	-2.63%	-1.02%	-1.61	31 / 32	Q4
3M	-4.69%	-1.18%	-3.51	27 / 32	Q4
6M	-5.13%	-5.43%	+0.30	19 / 32	Q3
YTD	-5.47%	-5.57%	+0.09	21 / 32	Q3
1Y	+0.65%	-1.21%	+1.86	17 / 32	Q3
2Y	+1.22%	+1.22%	+0.00	18 / 32	Q3
3Y	+14.94%	+13.45%	+1.49	14 / 32	Q2
4Y	+15.90%	+13.62%	+2.28	15 / 32	Q2
5Y	+13.96%	+11.89%	+2.07	15 / 32	Q2
7Y	+12.94%	+12.99%	-0.05	20 / 32	Q3
10Y	+9.73%	+11.48%	-1.75	24 / 32	Q3
Inception	+5.83%	+9.20%	-3.38	23 / 29	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.47%	-5.57%	+0.09	21 / 32
2025	+5.16%	+2.91%	+2.26	12 / 32
2024	+23.89%	+19.92%	+3.97	9 / 32
2023	+29.01%	+27.73%	+1.28	17 / 32
2022	+6.99%	+2.49%	+4.49	10 / 32
2021	+26.92%	+32.49%	-5.57	27 / 32
2020	+7.47%	+13.97%	-6.50	27 / 32
2019	+3.11%	+4.84%	-1.73	19 / 32
2018	-15.63%	-10.87%	-4.76	25 / 32
2017	+17.99%	+31.34%	-13.36	30 / 32
2016	+5.33%	+2.52%	+2.81	9 / 32

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.03%

234 windows

min -70.3% · max 70.1%

70% positive

3-Year rolling

+7.71%

210 windows

min -21.5% · max 25.8%

75% positive

5-Year rolling

+7.65%

185 windows

min -12.7% · max 23.4%

83% positive

7-Year rolling

+7.35%

161 windows

min -4.1% · max 15.8%

87% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.11%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

0.90

Downside-only deviation

Max drawdown

-18.87%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Growth	Kotak Mahindra	₹333.6160	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹58.2030
2 Jun 2026	₹58.3210
1 Jun 2026	₹58.2640
29 May 2026	₹58.8970
27 May 2026	₹59.8480
26 May 2026	₹59.6350
25 May 2026	₹59.6400
22 May 2026	₹58.8740
21 May 2026	₹58.7940
20 May 2026	₹58.7110

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Kotak Opportunities---Dividend is ₹58.2030. It's a Large & Mid Cap Fund from Kotak Mahindra, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Opportunities---Dividend has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Kotak Opportunities---Dividend is managed by Kotak Mahindra. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Opportunities---Dividend has delivered a absolute return of 0.65% — +1.86 pp ahead of the Large & Mid Cap Fund category average of -1.21%. The fund ranks #17 of 32 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Kotak Opportunities---Dividend has delivered a CAGR of 14.94% — +1.49 pp ahead of the Large & Mid Cap Fund category average of 13.45%. The fund ranks #14 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Kotak Opportunities---Dividend has delivered a CAGR of 13.96% — +2.07 pp ahead of the Large & Mid Cap Fund category average of 11.89%. The fund ranks #15 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Kotak Opportunities---Dividend exactly 10 years ago would be worth approximately ₹253,172 today — a multiplier of 2.53×, based on the 10-year CAGR of 9.73%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in Kotak Opportunities---Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹807,056 today. That's an XIRR (money-weighted annualised return) of 11.80%.

A ₹10,000 monthly SIP for 10 years in Kotak Opportunities---Dividend = ₹1,200,000 invested. It would currently be worth ₹2,218,139 (multiplier 1.85×). XIRR: 11.81%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Kotak Opportunities---Dividend ranks #15 out of 32 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.89%; this fund delivered 13.96%.

The worst peak-to-trough decline Kotak Opportunities---Dividend has experienced over the last 5-year window is 18.87% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Kotak Opportunities---Dividend averaged 7.65% (best 23.39%, worst -12.68%). 83% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Kotak Opportunities---Dividend returned 5.16% — beating the Large & Mid Cap Fund category average of 2.91% by 2.26 pp. It ranked #12 of 32 in its category that year.

Kotak Opportunities---Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Kotak Opportunities---Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.9%. 5-year CAGR: 13.96%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.