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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 & equity related instruments.

 

Scheme Facts

Structure
Open-ended equity growth scheme
AUM*
₹ 2356.05 Cr.
AAUM*
₹ 2352.87 Cr.
Fund managers
Mr.Harsha Upadhyaya
Conversion Date
9th Sep 2004
Benchmark
Nifty 500

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 ^
13.83 %
Beta ^
0.4
Sharpe ^
0.97
 

SUITABLE FOR INVESTORS WHO ARE SEEKING*

long term capital growth


Investment in portfolio of predominantly equity & equity related securities


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

Top 10 Companies As on 31/03/2018

6.00%HDFC Bank Ltd.(Banks)
4.31%Reliance Industries Ltd.(Petroleum Products)
3.89%Larsen And Toubro Ltd.(Construction Project)
3.87%HDFC Ltd.(Finance)
3.06%Gujarat State Petronet Ltd.(Gas)
2.95%ICICI Bank Ltd.(Banks)
2.84%Coromandel International Ltd.(Fertilisers)
2.79%Bharat Financial Inclusion Limited(Finance)
2.64%Infosys Ltd.(Software)
2.28%ITC Ltd.(Consumer Non Durables)
 

Market cap As on 31/03/2018

2.1%Cash
53.11%Largecap
33.28%Midcap
11.51%Smallcap
 

Sector Allocation As on 31/03/2018

  Portfolio
weight (%)
  Benchmark
weight (%)
Underweight / overweight
against benchmark
Financial Services
28.96
30.74
-1.78
Energy
14.67
11.69
2.98
Consumer Goods
13.15
12.82
0.33
Cement & Cement Products
6.69
2.26
4.43
Industrial Manufacturing
6.19
2.79
3.4
Construction
5.15
4.51
0.64
Fertilisers & Pesticides
4.01
0.96
3.05
Automobile
3.95
8.87
-4.92
Information Technology
2.65
9.65
-7.0
Services
2.58
2.61
-0.03

Essential Downloads

Disclaimer

 

Source: ICRA MFI Explorer. 
*All data as on 31st Mar 2018.