SENSEX NIFTY
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Kotak Select Focus Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
23.898 0.15 (0.61%)

NAV as on 06 Jul, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 06 Jul, 2015)

Period Returns (%) Rank #
1 mth 6.7 24
3 mth 0.9 14
6 mth 7.5 61
1 year 27.5 5
2 year 37.9 5
3 year - -
5 year - -

# Moneycontrol Rank within 142 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.0 -0.6 - - -
2014 7.3 20.6 9.2 12.3 -
2013 -9.5 3.6 -1.5 11.4 5.0

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 6.7 0.9 7.5 27.5 37.9 -- --
Category avg 5.6 -1.0 6.6 14.7 25.3 18.0 9.4
Difference of Fund returns and Category returns 1.1 1.9 0.9 12.8 12.6 -- --
Best of category 9.0 3.6 15.9 38.9 42.5 31.8 16.2
Worst of category 1.6 -6.2 -1.0 0.1 12.6 8.7 5.5
Benchmark returns # 5.8 -1.7 5.0 9.3 21.0 17.3 10.2
Difference of Fund returns and Benchmark returns 0.9 2.6 2.5 18.2 16.9 -- --
# 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 equity related securities, generally focused on a few selected sectors.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 113.97 (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 -1.0 2.2 7.5 19.8 12.3
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -0.8 2.5 8.2 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 0.4 8.2 19.0 -- --
Birla SL Frontline Equity (G) Rank 3
7,900.44 0.2 7.7 17.9 25.4 15.2
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -0.6 6.7 15.6 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 136.56 4.89
HDFC Bank Banking/Finance 133.95 4.80
Axis Bank Banking/Finance 117.08 4.19
SBI Banking/Finance 116.82 4.19
Larsen Engineering 111.69 4.00
ICICI Bank Banking/Finance 111.04 3.98
Tata Motors Automotive 96.33 3.45
Maruti Suzuki Automotive 94.64 3.39
UltraTechCement Cement 92.23 3.30
Sun Pharma Pharmaceuticals 77.29 2.77

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.54 30.03 24.52
Automotive 14.87 16.90 13.46
Technology 9.61 14.80 9.61
Cement 7.80 8.23 6.70
Manufacturing 6.39 6.82 1.86
Engineering 5.79 5.79 3.18

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 92.31
Others 0.20
Debt 0.56
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.93

View All

Concentration

Holdings (%)
Top 5 22.07
Top 10 38.96
Sector (%)
Top 3 50.02

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