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Kotak Select Focus Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
22.423 0.03 (0.12%)

NAV as on 27 Mar, 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

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from 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 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -6.6 176
3 mth 2.0 123
6 mth 13.5 53
1 year 49.5 51
2 year 35.7 38
3 year 27.1 11
5 year 15.8 14

# Moneycontrol Rank within 238 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.1 20.3 9.0 12.1 -
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

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 -6.6 2.0 13.5 49.5 35.7 27.1 15.8
Category avg -4.8 2.3 8.4 32.4 21.4 14.8 8.1
Difference of Fund returns and Category returns -1.8 -0.3 5.1 17.1 14.3 12.3 7.7
Best of category 7.5 11.0 27.0 73.8 51.2 39.0 24.5
Worst of category -29.3 -21.9 -27.1 -5.6 -0.1 3.6 -8.7
Benchmark returns # -5.7 1.2 4.8 25.6 21.2 16.7 9.5
Difference of Fund returns and Benchmark returns -0.9 0.8 8.7 23.9 14.5 10.4 6.3
Kotak Select Focus Fund - Regular Plan (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) 1,273.91 (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 (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.40 1.1 12.0 49.9 27.9 -8.7
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 1.1 11.9 49.6 27.7 19.0
HDFC Equity Fund (G) Rank 4
15,432.08 -1.1 4.0 38.5 21.6 14.2
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 1.2 12.3 50.8 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 -1.0 4.4 39.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 114.82 5.06
SBI Banking/Finance 112.52 4.96
HDFC Bank Banking/Finance 99.62 4.39
ICICI Bank Banking/Finance 96.92 4.27
Tata Motors Automotive 89.00 3.92
Axis Bank Banking/Finance 76.58 3.38
HUL Cons NonDurable 73.26 3.23
Tech Mahindra Technology 72.16 3.18
Shree Cements Cement 63.17 2.78
UltraTechCement Cement 62.72 2.76

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.11 30.03 24.52
Automotive 13.46 18.02 13.46
Technology 10.02 14.80 9.25
Cement 7.77 8.06 4.96
Oil & Gas 7.71 15.05 7.71
Manufacturing 5.82 6.19 1.86

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 92.24
Others 0.99
Debt 0.26
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.51

View All

Concentration

Holdings (%)
Top 5 22.60
Top 10 37.93
Sector (%)
Top 3 50.59

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