SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Kotak Mahindra Mutual Fund > Kotak Opportunities Fund - Direct Plan (G)

Kotak Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
77.954 0.17 (0.22%)

NAV as on 26 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Kotak Mahindra Mutual Fund FUND CLASS : Large Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 26 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.8 18
3 mth 8.7 6
6 mth 20.0 6
1 year 47.9 16
2 year 23.4 36
3 year - -
5 year - -

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.9 18.3 8.3 - -
2013 -9.7 3.4 -1.5 9.4 2.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.8 8.7 20.0 47.9 23.4 -- --
Category avg -1.8 5.2 12.8 37.7 20.3 11.2 5.2
Difference of Fund returns and Category returns 1.0 3.5 7.2 10.2 3.1 -- --
Best of category 0.5 10.5 25.3 65.1 28.1 34.0 16.7
Worst of category -3.7 0.4 2.0 16.2 8.6 9.9 3.7
Benchmark returns # -2.2 4.4 10.0 36.6 18.8 21.7 9.1
Difference of Fund returns and Benchmark returns 1.4 4.3 10.0 11.3 4.6 -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

To generate capital appreciation from a diversified portfolio of equity and equity related Investment securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 5.89 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Harsha Upadhaya
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% for redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment.

Contact Details

Regd. Office 5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021
Tel. No. 91 22 6638 4444
Fax No. 91 22 6638 4455
Email mutual@kotak.com
Website http://www.kotakmutual.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
12,276.81 5.5 10.5 44.6 25.2 13.6
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 5.6 10.8 45.4 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 5.5 14.0 40.1 25.2 16.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 5.3 13.5 39.0 24.1 15.8
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 5.5 14.0 40.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 45.61 6.95
ICICI Bank Banking/Finance 45.61 6.95
Infosys Technology 34.88 5.32
Infosys Technology 34.88 5.32
SBI Banking/Finance 32.14 4.90
SBI Banking/Finance 32.14 4.90
HDFC Bank Banking/Finance 28.71 4.38
HDFC Bank Banking/Finance 28.71 4.38
Tech Mahindra Technology 26.40 4.02
Tech Mahindra Technology 26.40 4.02

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 59.36 30.25 24.48
Automotive 30.22 15.81 13.64
Technology 24.32 20.11 9.85
Oil & Gas 18.58 11.41 6.50
Cement 12.60 6.30 1.67
Engineering 11.64 7.83 1.39

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.43
Others 0.16
Debt 0.53
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.88

View All

Concentration

Holdings (%)
Top 5 29.44
Top 10 51.14
Sector (%)
Top 3 113.90

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.