(Erstwhile Kotak Opportunities Fund)

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Kotak Equity Opportunities (Erstwhile Kotak Opportunities) is an open-ended equity growth scheme.The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The Scheme will invest predominantly in a mix of large and midcap stocks from various sectors, which look promising, based on the growth pattern in the economy.

 

Scheme Facts

Structure
Open-ended equity growth scheme
AUM*
₹ 2523.44 Cr.
AAUM*
₹ 2460.8 Cr.
Fund managers
Mr.Harsha Upadhyaya
Conversion Date
9th Sep 2004
Benchmark
Nifty 200

Load structure

Entry load
Nil
Exit load
For redemptions / switch outs (including SIP/STP) within 1year from the date of allotment of units, irrespective of the amount of investment: 1%. For redemption/switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: Nil.

Other details

Min. Initial Inv.
` 5,000
Additional Inv.
` ` 1000 & in multiples of ` 1
Standard Deviation ^
13.95 %
Beta ^
0.96
Sharpe ^
0.41
 

SUITABLE FOR INVESTORS WHO ARE SEEKING*

long term capital growth


Investment in portfolio of predominantly equity & equity related securities of large & midcap companies


*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
 

Top 10 Companies As on 30/04/2018

6.42%HDFC Bank Ltd.(Banks)
4.24%Reliance Industries Ltd.(Petroleum Products)
4.21%Bharat Financial Inclusion Limited(Finance)
4.18%Tata Consultancy Services Ltd.(Software)
3.84%Larsen And Toubro Ltd.(Construction Project)
3.67%HDFC Ltd.(Finance)
3.45%Infosys Ltd.(Software)
2.73%Gujarat State Petronet Ltd.(Gas)
2.57%Coromandel International Ltd.(Fertilisers)
2.33%Thermax Ltd.(Industrial Capital Goods)
 

Market cap As on 30/04/2018

51.1%Largecap
34.84%Midcap
10.36%Smallcap
3.71%Cash
 

Sector Allocation As on 30/04/2018

  Portfolio
weight (%)
  Benchmark
weight (%)
Underweight / overweight
against benchmark
Financial Services
27.89
32.7
-4.81
Consumer Goods
13.09
13.27
-0.18
Energy
12.88
11.34
1.54
Information Technology
7.63
8.43
-0.8
Industrial Manufacturing
6.57
2.79
3.78
Cement & Cement Products
6.14
2.54
3.6
Construction
4.88
4.33
0.55
Cash & Cash Equivalent
3.71
0.0
3.71
Automobile
3.24
8.66
-5.42
Fertilisers & Pesticides
2.57
0.84
1.73

Essential Downloads

Disclaimer

 

Source: ICRA MFI Explorer. 
*All data as on 30th Apr 2018.