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Kotak Select Focus Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
22.759 0.42 (1.88%)

NAV as on 25 May, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Kotak Mahindra Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Large Cap category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 25 May, 2016)

Period Returns (%) Rank #
1 mth -0.4 50
3 mth 13.4 48
6 mth - 61
1 year 0.5 14
2 year 15.3 12
3 year 20.1 8
5 year 15.2 3

# Moneycontrol Rank within 133 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.7 - - - -
2015 2.8 -0.8 -1.2 -0.4 3.0
2014 7.1 20.3 9.0 12.1 57.8
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

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 -0.4 13.4 -- 0.5 15.3 20.1 15.2
Category avg -0.5 11.7 -0.3 -3.1 8.0 12.7 8.7
Difference of Fund returns and Category returns 0.1 1.7 -- 3.6 7.3 7.4 6.5
Best of category 3.4 24.8 3.8 15.5 26.9 26.7 17.6
Worst of category -2.7 -7.7 -7.6 -16.7 -2.5 5.0 3.8
Benchmark returns # 1.3 14.8 2.4 -3.2 4.7 9.9 8.3
Difference of Fund returns and Benchmark returns -1.7 -1.4 -- 3.7 10.6 10.2 6.9
Kotak Select Focus Fund - Regular Plan (G) Review by Crisil - Rating: 5 (Rank 1 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) 3,171.39 (Dec-31-2015)
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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
1,400.59 14.3 2.6 0.4 17.8 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 14.0 0.0 -1.3 15.9 13.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 13.9 2.0 -0.6 16.8 13.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 13.8 -0.5 -2.2 14.9 12.3
HDFC Top 200 Fund - Direct (G) Not Ranked
1,021.49 17.3 -2.7 -5.3 13.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 270.18 6.11
Infosys Technology 229.54 5.19
Reliance Oil & Gas 216.19 4.89
UltraTechCement Cement 181.78 4.11
Ramco Cements Cement 162.05 3.66
IndusInd Bank Banking/Finance 152.08 3.44
Hero Motocorp Automotive 152.11 3.44
Shree Cements Cement 145.98 3.30
Larsen Engineering 120.57 2.72
Axis Bank Banking/Finance 119.94 2.71

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 22.51 26.42 20.35
Oil & Gas 12.75 12.53 5.59
Cement 12.08 12.08 7.80
Automotive 11.11 14.87 7.62
Technology 8.18 9.87 8.49
Manufacturing 5.70 7.75 5.92

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 92.45
Others 1.01
Debt 0.56
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.98

View All

Concentration

Holdings (%)
Top 5 23.96
Top 10 39.57
Sector (%)
Top 3 47.34

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