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Kotak Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
76.879 0.55 (0.72%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

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
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.9 37
3 mth 5.7 6
6 mth 21.1 7
1 year 47.1 20
2 year 23.4 34
3 year 26.3 18
5 year 13.7 21

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.7 18.1 8.2 - -
2013 -9.1 3.2 -1.7 9.3 3.1
2012 13.4 -0.8 9.2 5.3 30.6
2011 -8.7 -1.2 -9.5 -4.6 -23.2
2010 0.7 3.3 14.9 -2.9 17.6
2009 -6.5 48.6 17.4 5.8 76.2

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 -0.9 5.7 21.1 47.1 23.4 26.3 13.7
Category avg -1.3 2.9 13.6 38.6 19.6 11.9 5.6
Difference of Fund returns and Category returns 0.4 2.8 7.5 8.5 3.8 14.4 8.1
Best of category 1.7 7.8 26.2 67.8 27.8 34.2 17.7
Worst of category -2.8 -2.1 3.5 16.3 8.5 10.9 4.3
Benchmark returns # -1.9 1.7 10.0 39.5 18.4 22.8 10.0
Difference of Fund returns and Benchmark returns 1.0 4.0 11.1 7.6 5.0 3.5 3.7
Kotak Opportunities Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# 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 Aug 25, 2004
Benchmark CNX 500
Asset Size (Rs cr) 638.18 (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 2.5 11.4 46.2 26.6 14.4
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.7 11.8 47.0 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.6 14.6 41.1 26.8 17.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 3.4 14.2 40.0 25.7 16.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 3.6 14.7 41.1 -- --
* 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
Infosys Technology 34.88 5.32
SBI Banking/Finance 32.14 4.90
HDFC Bank Banking/Finance 28.71 4.38
Tech Mahindra Technology 26.40 4.02
Britannia Food & Beverage 25.54 3.89
Axis Bank Banking/Finance 24.06 3.67
Larsen Engineering 18.85 2.87
Motherson Sumi Automotive 18.62 2.84
TCS Technology 18.50 2.82

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.68 30.25 24.48
Automotive 15.11 15.81 13.64
Technology 12.16 20.11 9.85
Oil & Gas 9.29 11.41 6.50
Cement 6.30 6.30 1.67
Engineering 5.82 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 25.57
Top 10 41.66
Sector (%)
Top 3 56.95

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