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Kotak Select Focus Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
20.243 0.24 (1.17%)

NAV as on 04 Mar, 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 04 Mar, 2015)

Period Returns (%) Rank #
1 mth 1.9 200
3 mth 6.0 135
6 mth 20.0 27
1 year 66.7 38
2 year 37.2 35
3 year 29.1 12
5 year 18.1 9

# Moneycontrol Rank within 234 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 1.9 6.0 20.0 66.7 37.2 29.1 18.1
Category avg 4.4 6.4 12.4 43.2 22.3 16.1 9.1
Difference of Fund returns and Category returns -2.5 -0.4 7.6 23.5 14.9 13.0 9.0
Best of category 10.9 14.5 34.5 92.9 52.5 39.3 25.4
Worst of category -6.0 -5.0 -10.9 15.9 11.3 5.1 -7.1
Benchmark returns # 2.6 4.7 10.5 41.2 24.3 19.2 11.9
Difference of Fund returns and Benchmark returns -0.7 1.3 9.5 25.5 12.9 9.9 6.2
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) 50.06 (Dec-31-2014)
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 - Direct (G) Not Ranked
1,862.94 2.3 7.3 57.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 5.9 18.1 65.8 30.3 21.2
HDFC Equity Fund (G) Rank 4
15,432.08 2.1 6.9 56.0 23.8 15.9
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 6.1 18.5 67.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 6.0 18.2 66.1 30.5 -7.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 101.00 4.97
SBI Banking/Finance 98.86 4.87
Infosys Technology 83.11 4.09
HUL Cons NonDurable 75.07 3.69
Tech Mahindra Technology 72.29 3.56
Tata Motors Automotive 70.22 3.46
HDFC Bank Banking/Finance 63.35 3.12
Shree Cements Cement 62.91 3.10
Axis Bank Banking/Finance 58.81 2.89
Bosch Automotive 57.18 2.81

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.66 30.03 24.52
Automotive 15.53 18.02 14.20
Technology 9.74 14.80 9.25
Oil & Gas 8.92 15.05 8.88
Cement 7.56 8.06 4.96
Manufacturing 5.33 6.19 1.86

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 94.37
Others 0.09
Debt 0.30
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.24

View All

Concentration

Holdings (%)
Top 5 21.18
Top 10 36.56
Sector (%)
Top 3 52.93

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