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Kotak Lifestyle Fund (G) SET SMS ALERT

13.327
0.07 (0.55%)
NAV as on Sep-09-2011
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Kotak Lifestyle Fund has been merged with Kotak Select Focus Fund w.e.f. September 10, 2011.
Benchmark Index:
 

No Data to display

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Returns (NAV as on Sep-09-2011)

Period Returns (%) Rank #
1 mth - 79
3 mth - 1
6 mth - 2
1 year - 9
2 year - 2
3 year - 80
5 year - 38

# Moneycontrol Rank within 166 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2011 -8.6 4.1 -5.4 - -9.7
2010 3.5 7.8 19.9 -3.7 30.5
2009 -4.4 39.7 13.9 3.2 59.2
2008 -32.2 -20.1 -0.1 -21.9 -59.5
2007 1.1 16.2 8.8 16.8 46.4

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 -- -- -- -- -- -- --
Category avg 4.9 8.5 14.0 18.3 6.2 3.1 7.7
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 10.4 17.2 26.2 52.0 32.1 17.9 26.8
Worst of category 1.7 2.1 5.3 -1.3 -4.8 -7.3 -2.8
Benchmark returns # 5.5 9.7 15.1 19.0 12.0 4.8 15.2
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

The objective of the scheme is to generate Long Term Capital Appreciation from a portfolio of equity and equity related securities, generally across companies, which are likely to benefit by changing lifestyle and rising consumerism in India.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 22, 2006
Benchmark CNX 500
Asset Size (Rs cr) 86.09 (Mar-31-2011)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Krishna Sanghvi ~ Emmanuel Elango
View performance of schemes managed by the Fund Manager
Notes Kotak Lifestyle Fund has been merged with Kotak Select Focus Fund w.e.f. September 10, 2011.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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 (G) Rank 4
9,590.31 14.1 23.9 23.0 6.7 22.2
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 8.9 22.6 19.3 11.8 26.8
Reliance Growth Fund - RP (G) Rank 4
4,159.56 8.3 17.4 18.6 4.5 17.3
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.78 8.9 17.3 33.6 -- --
ICICI Pru Dynamic Plan (G) Rank 1
3,523.72 8.7 16.8 32.3 10.4 21.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 30, 11)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Aug 30, 11)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 30, 11)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Sector (%)
Top 3 N.A.

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