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Kotak Select Focus Fund (G)

PLAN: Regular OPTIONS: Growth
21.723 0.07 (0.30%)

NAV as on 26 Nov, 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 : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity 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 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 8.2 24
3 mth 13.2 25
6 mth 27.6 35
1 year 62.4 53
2 year 31.6 11
3 year 28.1 10
5 year 16.3 20

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.1 20.3 9.0 - -
2013 -9.0 3.4 -1.7 11.2 5.1
2012 13.1 1.0 8.5 7.0 33.8
2011 -8.5 -0.6 -9.4 -4.9 -22.6
2010 -0.3 4.0 13.7 -0.8 18.9
2009 - - 1.0 3.9 4.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.2 13.2 27.6 62.4 31.6 28.1 16.3
Category avg 6.0 9.1 20.3 46.3 11.2 9.9 5.4
Difference of Fund returns and Category returns 2.2 4.1 7.3 16.1 20.4 18.2 10.9
Best of category 9.8 18.4 43.6 83.9 49.4 39.9 23.6
Worst of category -7.0 -2.9 -0.5 12.5 11.6 6.8 -6.1
Benchmark returns # 6.3 7.0 16.1 40.2 21.8 20.5 11.4
Difference of Fund returns and Benchmark returns 1.9 6.2 11.5 22.2 9.8 7.6 4.9
Kotak Select Focus Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and quity related securities, generally focused on a few selected sectors.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 20, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 881.05 (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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 9.2 20.2 68.3 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 9.0 19.8 67.2 26.5 16.6
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 15.9 31.0 72.8 31.6 22.5
Reliance Equity Oppor - IP (G) Not Ranked
7.49 16.0 31.2 73.1 31.8 -6.1
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 16.1 31.6 74.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 76.45 6.27
Infosys Technology 64.41 5.28
Tech Mahindra Technology 63.45 5.20
SBI Banking/Finance 54.06 4.43
Tata Motors Automotive 42.87 3.51
HDFC Bank Banking/Finance 41.12 3.37
Axis Bank Banking/Finance 39.55 3.24
UltraTechCement Cement 38.23 3.13
Maruti Suzuki Automotive 36.71 3.01
TCS Technology 36.51 2.99

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.04 29.26 22.27
Automotive 16.72 18.02 14.20
Technology 13.47 19.86 9.25
Oil & Gas 12.88 15.05 8.70
Cement 7.63 8.06 2.08
Manufacturing 4.80 4.80 1.86

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.57
Others 0.08
Debt 0.49
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.86

View All

Concentration

Holdings (%)
Top 5 24.69
Top 10 40.43
Sector (%)
Top 3 59.23

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