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Kotak Opportunities - Growth

Category: Equity Funds Diversified
Launch Date: 09-09-2004
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.66% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,356.05 Cr As on (31-03-2018)
Turn over: 32.01%
NAV as on 18-05-2018

113.29

-1.32 (-1.166%)

CAGR Since Inception

19.39%

Nifty 500 Index 14.83%

PERFORMANCE of Kotak Opportunities - Growth

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.

Investment Objective

The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.

RETURNS CALCULATOR for Kotak Opportunities - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak Opportunities - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Opportunities - Growth 14.07 1.13 3.56 0.99 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Kotak Opportunities - Growth

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Opportunities - Growth 09-09-2004 6.1 18.58 11.48 17.64 10.52
Axis Bluechip Fund - Growth 05-01-2010 21.33 18.16 11.4 15.05 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 20.38 24.42 15.9 17.34 0.0
Invesco India Contra Fund - Growth 11-04-2007 19.71 23.21 15.46 22.93 15.3
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.94 19.97 11.96 16.1 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.1 16.98 10.39 16.24 12.78
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.09 17.74 12.09 0.0 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 17.96 19.06 11.12 15.29 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 17.41 26.04 14.36 16.22 10.61
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 16.78 24.77 16.05 19.49 0.0

PORTFOLIO ANALYSIS of Kotak Opportunities - Growth

Asset Allocation (%)

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