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Kotak Opportunities Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
81.909 0.83 (1.00%)

NAV as on 29 Jun, 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 : Large Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2015) up from Rank 3 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 29 Jun, 2015)

Period Returns (%) Rank #
1 mth -0.7 46
3 mth -0.6 37
6 mth 5.0 31
1 year 25.3 8
2 year 30.3 17
3 year 23.6 8
5 year 13.0 14

# Moneycontrol Rank within 142 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.2 - - - -
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 (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.7 -0.6 5.0 25.3 30.3 23.6 13.0
Category avg -1.2 -1.6 2.5 14.5 23.0 17.1 8.8
Difference of Fund returns and Category returns 0.5 1.0 2.5 10.8 7.3 6.5 4.2
Best of category 1.2 2.7 10.8 38.8 39.3 31.1 15.4
Worst of category -3.8 -7.7 -5.2 -0.3 11.3 8.3 4.9
Benchmark returns # -0.9 -1.0 2.4 11.7 22.8 18.2 9.3
Difference of Fund returns and Benchmark returns 0.2 0.4 2.6 13.6 7.5 5.4 3.7
Kotak Opportunities Fund - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 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) 656.36 (Mar-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 (%)
HDFC Top 200 Fund (G) Rank 5
13,213.39 -2.1 -2.4 6.7 18.8 11.5
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -1.9 -2.1 7.4 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -0.5 4.3 18.8 -- --
Birla SL Frontline Equity (G) Rank 3
7,900.44 -0.7 3.9 17.7 24.6 14.4
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -1.9 1.6 15.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 36.48 5.54
Infosys Technology 32.37 4.91
HDFC Bank Banking/Finance 29.42 4.47
Axis Bank Banking/Finance 29.27 4.44
SBI Banking/Finance 27.82 4.22
Bajaj Finance Banking/Finance 21.08 3.20
Maruti Suzuki Automotive 20.82 3.16
Larsen Engineering 19.03 2.89
Shree Cements Cement 18.14 2.75
Motherson Sumi Automotive 18.02 2.74

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.69 30.56 25.91
Automotive 13.27 15.91 13.27
Technology 11.19 13.87 10.68
Cement 8.70 8.78 4.74
Engineering 7.38 7.43 4.97
Oil & Gas 6.86 11.41 6.44

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 94.35
Others 0.15
Debt 0.53
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.97

View All

Concentration

Holdings (%)
Top 5 23.58
Top 10 38.32
Sector (%)
Top 3 53.15

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