Kotak Opportunities Fund (G) NAV | Kotak Mahindra Mutual Fund | Kotak Opportunities Fund (G) Investment

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil. 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:

View Historic Graph From To

# Moneycontrol Rank within 90 Diversified Equity Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-9.1	-	-	-	-
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
2009	-6.5	48.6	17.4	5.8	76.2
2008	-30.9	-13.7	-3.5	-22.3	-57.1

* Returns over 1 year are Annualised

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	-4.5	1.8	-5.6	14.9	5.2	2.7	5.4
Category avg	-4.6	-0.2	-5.6	11.0	2.7	1.7	4.9
Difference of Fund returns and Category returns	0.1	2.0	0.0	3.9	2.5	1.0	0.5
Best of category	6.8	8.6	4.2	30.5	14.2	13.3	17.0
Worst of category	-9.1	-9.4	-19.8	-10.1	-13.0	-9.6	-12.6
Benchmark returns #	-5.8	-0.7	-4.0	13.8	3.2	1.6	4.2
Difference of Fund returns and Benchmark returns	1.3	2.5	-1.6	1.1	2.0	1.1	1.2

Kotak Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: CNX 500

Investment Objective

To generate capital appreciation from a diversified portfolio of equity and equity related Investment securities.

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Aug 25, 2004
Benchmark	CNX 500
Asset Size (Rs cr)	670.70 (Mar-30-2013)
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

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.

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

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Equity Fund (G)	Rank 3	11,165.20	-0.8	-6.3	10.5	3.1	11.2
Reliance Equity Oppor - RP (G)	Rank 1	4,956.08	-2.9	-8.1	13.0	7.4	14.1
Reliance Equity Oppor - IP (G)	Not Ranked	6.83	-2.9	-8.1	13.2	--	-12.6
Reliance Growth Fund - RP (G)	Rank 4	5,175.99	-1.2	-11.9	8.3	-1.3	5.6
Reliance Growth Fund - IP (G)	Not Ranked	23.16	-1.2	-11.8	8.5	-1.2	5.8
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	45.02	7.28
Reliance	Oil & Gas	30.64	4.95
Infosys	Technology	28.94	4.68
IndusInd Bank	Banking/Finance	27.16	4.39
TCS	Technology	26.22	4.24
Yes Bank	Banking/Finance	21.93	3.55
Tata Motors	Automotive	19.58	3.17
SBI	Banking/Finance	18.42	2.98
HDFC Bank	Banking/Finance	18.21	2.94
ONGC	Oil & Gas	18.03	2.92