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Kotak Opportunities Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
83.807 1.75 (2.13%)

NAV as on 27 Feb, 2015

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth -1.0 132
3 mth 6.3 77
6 mth 21.0 49
1 year 60.7 71
2 year 33.7 69
3 year 24.1 32
5 year 15.3 37

# Moneycontrol Rank within 234 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.7 18.1 8.2 10.6 -
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

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 -1.0 6.3 21.0 60.7 33.7 24.1 15.3
Category avg -0.5 4.4 13.8 43.5 22.3 15.1 9.2
Difference of Fund returns and Category returns -0.5 1.9 7.2 17.2 11.4 9.0 6.1
Best of category 7.5 12.4 35.4 90.7 51.0 36.9 25.4
Worst of category -9.3 -5.7 -7.0 15.3 13.0 4.8 -6.7
Benchmark returns # -- 4.6 13.8 49.3 27.2 19.3 11.5
Difference of Fund returns and Benchmark returns -1.0 1.7 7.2 11.4 6.5 4.8 3.8
Kotak Opportunities Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 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) 638.36 (Dec-31-2014)
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
1,862.94 -1.0 10.1 59.6 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 3.8 22.2 67.1 29.2 21.7
HDFC Equity Fund (G) Rank 4
15,432.08 -1.2 9.7 58.4 22.3 16.1
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 4.0 22.6 68.4 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 3.9 22.3 67.5 29.4 -6.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 44.73 6.60
Infosys Technology 34.27 5.06
SBI Banking/Finance 30.90 4.56
HDFC Bank Banking/Finance 30.17 4.45
Axis Bank Banking/Finance 29.41 4.34
Tech Mahindra Technology 25.82 3.81
Britannia Food & Beverage 25.50 3.76
Bajaj Finance Banking/Finance 20.25 2.99
Maruti Suzuki Automotive 20.06 2.96
Motherson Sumi Automotive 19.62 2.90

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.51 30.56 25.91
Automotive 15.91 15.91 14.45
Technology 10.88 14.71 9.85
Cement 8.47 8.47 2.69
Oil & Gas 7.99 11.41 7.94
Engineering 5.22 7.83 4.67

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 98.76
Others 0.15
Debt 0.52
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.57

View All

Concentration

Holdings (%)
Top 5 25.01
Top 10 41.43
Sector (%)
Top 3 57.30

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