Invest in multiple ways Invest online
  • Contact your distributor
  • SMS KOPP to 5676788
or
Send us your details, we'll get in touch

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*
₹ 2337.66 Cr.
AAUM*
₹ 2242.37 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 ^
13.91 %
Beta ^
0.99
Sharpe ^
0.64
 

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 31/12/2017

6.01%HDFC Bank Ltd.(Banks)
4.53%Reliance Industries Ltd.(Petroleum Products)
3.66%HDFC Ltd.(Finance)
3.41%Gujarat State Petronet Ltd.(Gas)
3.18%State Bank Of India(Banks)
2.91%Hero MotoCorp Ltd.(Auto)
2.83%Larsen And Toubro Ltd.(Construction Project)
2.59%ITC Ltd.(Consumer Non Durables)
2.59%ICICI Bank Ltd.(Banks)
2.53%Max Financial Services Ltd.(Finance)
 

Market cap As on 31/12/2017

57.94%Largecap
25.99%Midcap
12.15%Smallcap
3.92%Cash
 

Sector Allocation As on 31/12/2017

  Portfolio
weight (%)
  Benchmark
weight (%)
Underweight / overweight
against benchmark
Financial Services
29.75
30.14
-0.39
Financial Services
29.75
30.14
-0.39
Energy
17.33
12.08
5.25
Energy
17.33
12.08
5.25
Consumer Goods
9.45
12.36
-2.91
Consumer Goods
9.45
12.36
-2.91
Cement & Cement Products
7.52
2.4
5.12
Cement & Cement Products
7.52
2.4
5.12
Industrial Manufacturing
5.87
2.95
2.92
Industrial Manufacturing
5.87
2.95
2.92
Automobile
5.31
9.24
-3.93
Automobile
5.31
9.24
-3.93
Cash & Cash Equivalent
4.68
0.0
4.68
Cash & Cash Equivalent
4.68
0.0
4.68
Construction
4.31
4.4
-0.09
Construction
4.31
4.4
-0.09
Fertilisers & Pesticides
3.7
1.0
2.7
Fertilisers & Pesticides
3.7
1.0
2.7
Textiles
2.26
0.73
1.53
Textiles
2.26
0.73
1.53
ExpenseRatio is temporarily unavailable.

Essential Downloads

Disclaimer

 

Source: ICRA MFI Explorer. 
*All data as on 31st Dec 2017.