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Kotak Select Focus Fund is an open-ended equity scheme. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors

 

Scheme Facts

Structure
An Open Ended Equity Scheme
AUM*
₹ 17853.35 Cr.
AAUM*
₹ 17652.73 Cr.
Fund managers
Mr. Harsha Upadhyaya
Conversion Date
11th Sep 2009
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.
` 5000 & in multiple of `1 for purchase and for`0.01 for switches
Additional Inv.
` ` 1000 & in multiples of `1
Standard Deviation ^
13.64 %
Beta ^
0.44
Sharpe ^
0.97
 

SUITABLE FOR INVESTORS WHO ARE SEEKING*

long term capital growth


Investment in portfolio of predominantly equity & equity related securities generally focussed on a few selected sectors


*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

7.40%HDFC Bank Ltd.(Banks)
5.51%Larsen And Toubro Ltd.(Construction Project)
4.94%Reliance Industries Ltd.(Petroleum Products)
4.81%HDFC Ltd.(Finance)
3.90%ICICI Bank Ltd.(Banks)
3.30%IndusInd Bank Ltd.(Banks)
3.30%Infosys Ltd.(Software)
3.27%Hero MotoCorp Ltd.(Auto)
2.98%Maruti Suzuki India Limited(Auto)
2.87%State Bank Of India(Banks)
 

Market cap As on 31/03/2018

76.51%Largecap
14.51%Midcap
3.08%Smallcap
5.91%Cash
 

Sector Allocation As on 31/03/2018

  Portfolio
weight (%)
  Benchmark
weight (%)
Underweight / overweight
against benchmark
Financial Services
35.19
32.45
2.74
Energy
13.58
12.57
1.01
Automobile
9.92
9.41
0.51
Consumer Goods
7.22
12.43
-5.21
Cement & Cement Products
6.96
2.21
4.75
Cash & Cash Equivalent
5.91
0.0
5.91
Construction
5.89
3.99
1.9
Information Technology
3.31
10.12
-6.81
Services
2.49
1.92
0.57
Industrial Manufacturing
2.38
1.47
0.91

Essential Downloads

Disclaimer

 

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