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Kotak Select Focus Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
18.811 0.36 (1.87%)

NAV as on 24 Apr, 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 : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from 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 24 Apr, 2015)

Period Returns (%) Rank #
1 mth -2.6 143
3 mth -7.8 186
6 mth 9.9 75
1 year 44.2 49
2 year 32.0 42
3 year 25.8 13
5 year 15.3 11

# Moneycontrol Rank within 242 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.8 - - - -
2014 7.1 20.3 2.8 12.1 -
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
2010 -0.3 4.0 13.7 -10.4 7.3

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 -2.6 -7.8 9.9 44.2 32.0 25.8 15.3
Category avg -1.4 -4.0 7.2 29.4 19.3 14.1 7.5
Difference of Fund returns and Category returns -1.2 -3.8 2.7 14.8 12.7 11.7 7.8
Best of category 7.5 6.6 25.1 66.8 51.0 38.5 22.8
Worst of category -7.9 -23.0 -14.3 -6.8 1.8 5.2 3.3
Benchmark returns # -2.8 -6.8 3.9 22.4 18.5 16.7 9.3
Difference of Fund returns and Benchmark returns 0.2 -1.0 6.0 21.8 13.5 9.1 6.0
Kotak Select Focus Fund - Regular Plan (D) Review by Crisil - Rating: 4 (Rank 2 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 Dividend
Launch date Aug 20, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 77.09 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Sep-26-2014) 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
16,359.53 -7.1 3.8 33.8 21.5 13.7
Reliance Equity Oppor - RP (G) Rank 2
28,668.15 -6.5 7.4 43.6 25.4 17.6
Reliance Growth Fund - RP (G) Rank 3
14,946.26 -5.9 7.8 43.7 21.3 10.8
ICICI Pru Dynamic Plan (G) Rank 3
4,034.34 -4.0 4.1 27.3 21.8 14.0
Reliance Vision Fund - RP (G) Rank 4
9,840.66 -6.0 7.5 46.1 20.3 11.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 99.24 5.11
Infosys Technology 96.71 4.98
SBI Banking/Finance 79.04 4.07
ICICI Bank Banking/Finance 77.49 3.99
Axis Bank Banking/Finance 76.51 3.94
Tata Motors Automotive 72.05 3.71
UltraTechCement Cement 63.89 3.29
Maruti Suzuki Automotive 58.65 3.02
Larsen Engineering 57.87 2.98
HUL Cons NonDurable 55.74 2.87

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.70 30.03 24.52
Automotive 14.54 17.53 13.46
Technology 10.07 14.80 9.25
Cement 8.23 8.23 6.06
Manufacturing 6.82 6.82 1.86
Oil & Gas 6.15 15.05 6.15

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 92.30
Others 0.37
Debt 0.40
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.93

View All

Concentration

Holdings (%)
Top 5 22.09
Top 10 37.96
Sector (%)
Top 3 50.31

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