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: 14.43%.

Kotak Mahindra

Kotak Opportunities---Dividend

Latest NAV

₹62.0890

As of

17 Jul 2026

4,993 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	+0.40%	+0.10%	+0.30	6 / 34	Q1
1W	+0.36%	-0.13%	+0.50	5 / 34	Q1
2W	+0.81%	+0.14%	+0.67	4 / 34	Q1
1M	+2.33%	+1.82%	+0.51	14 / 34	Q2
3M	+2.69%	+3.26%	-0.57	19 / 32	Q3
6M	+1.14%	+1.18%	-0.04	15 / 32	Q2
YTD	+0.63%	-0.96%	+1.60	12 / 32	Q2
1Y	+3.49%	+0.04%	+3.45	12 / 32	Q2
2Y	+2.36%	+0.25%	+2.11	12 / 32	Q2
3Y	+14.94%	+12.91%	+2.03	15 / 32	Q2
4Y	+17.35%	+14.69%	+2.65	12 / 32	Q2
5Y	+14.43%	+11.97%	+2.46	13 / 32	Q2
7Y	+14.96%	+14.67%	+0.29	21 / 32	Q3
10Y	+9.82%	+11.54%	-1.72	24 / 32	Q3
Inception	+6.12%	+8.93%	-2.81	23 / 31	Q3

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	+0.63%	-0.96%	+1.60	12 / 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

+10.05%

236 windows

min -70.0% · max 83.5%

70% positive

3-Year rolling

+8.01%

211 windows

min -20.8% · max 27.8%

75% positive

5-Year rolling

+7.77%

187 windows

min -12.5% · max 26.0%

83% positive

7-Year rolling

+7.43%

163 windows

min -3.8% · max 15.5%

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

13.89%

3-year · annualised

Sharpe ratio

0.61

vs risk-free 6.5%

Sortino ratio

0.99

Downside-only deviation

Max drawdown

-18.87%

Sep 2024 → Feb 2025

% positive months

66.7%

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	₹347.3020	17 Jul 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹296.1329	17 Jul 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹30.3600	17 Jul 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹19.8390	17 Jul 2026
Kotak Opportunities---Growth	Kotak Mahindra	₹355.8900	17 Jul 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹254.8600	17 Jul 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹185.3935	17 Jul 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹102.6300	17 Jul 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹135.9000	17 Jul 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹76.3270	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹62.0890
16 Jul 2026	₹61.8430
15 Jul 2026	₹61.8100
14 Jul 2026	₹61.4640
13 Jul 2026	₹61.8090
10 Jul 2026	₹61.8640
9 Jul 2026	₹61.0670
8 Jul 2026	₹60.5310
7 Jul 2026	₹61.8160
6 Jul 2026	₹61.9510

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 17 Jul 2026, the NAV of Kotak Opportunities---Dividend is ₹62.0890. 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 3 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 3.49% — +3.45 pp ahead of the Large & Mid Cap Fund category average of 0.04%. The fund ranks #12 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Kotak Opportunities---Dividend has delivered a CAGR of 14.94% — +2.03 pp ahead of the Large & Mid Cap Fund category average of 12.91%. The fund ranks #15 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Kotak Opportunities---Dividend has delivered a CAGR of 14.43% — +2.46 pp ahead of the Large & Mid Cap Fund category average of 11.97%. The fund ranks #13 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Kotak Opportunities---Dividend exactly 10 years ago would be worth approximately ₹255,184 today — a multiplier of 2.55×, based on the 10-year CAGR of 9.82%. The category average over the same window would have grown ₹1 lakh to ₹297,984.

A ₹10,000 monthly SIP in Kotak Opportunities---Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹843,650 today. That's an XIRR (money-weighted annualised return) of 13.59%.

A ₹10,000 monthly SIP for 10 years in Kotak Opportunities---Dividend = ₹1,200,000 invested. It would currently be worth ₹2,335,303 (multiplier 1.95×). XIRR: 12.77%. 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 #13 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 11.97%; this fund delivered 14.43%.

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 7.77% (best 25.97%, worst -12.47%). 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: 14.43%.

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