Kotak Opportunities Open Ended Equity Scheme| Best Mutual fund India | Best Open Ended Equity Scheme | Kotak opportunities mutual fund | No Load mutual Funds

Kotak Opportunities
(Open Ended Equity Growth Scheme)

Kotak Opportunities is a diversified, equity, open-ended scheme that has a flexibility to invest across market capitalization and sectors. As markets evolve & grow, new opportunities of growth keep emerging. The investment strategy is to make strategic use of debt and money market securities. The scheme invests atleast 60% in large cap stocks and upto 40% in mid cap stocks.

Sept 9, 2004

Mr. Krishna Sanghvi,
Mr. Pankaj Tibrewal

Scheme Details as on 31/12/2011

Portfolio as on 31/12/2011

Allocation Pattern

Dividends in the scheme

AAUM as on 31/12/2011

Close

Corpus - Rs.798.62 Crores

Scheme Information Document

Application Form

The long term outlook continues to remain positive for Indian equities as the economic growth momentum remains healthy with real GDP growth remaining at around 8%. We expect this growth to result in healthy corporate earnings and the earnings growth to translate on growth in equity markets. While the long term positive outlook remaining intact, the near term challenges can influence markets as it gets impacted by events / newsflows that can have a near term negative implications. Currently, the economy & markets across the globe (including India) are facing headwinds arisen from the rising crude oil prices post the politically relevant events playing out in Middle East & European region. In the Indian context, an additional factor to monitor is the tightening interest rate cycle and the inflationary pressures being generated as a corollary to growth. However, in the overall context of positive demography, economic growth & earnings momentum, we continue to remain positive with a medium term outlook.

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• Investment Objective

To generate capital appreciation from a diversified portfolio of equity & equity related instruments.

• Investment Pattern

• Benchmark Index

Investments	Indicative Allocation	Risk Profile
Equity and equity related securities	65% to 95%	Medium to High
*Debt and Money Market Instruments	5% to 35%	Low

* The Scheme will not invest in securitised debts.
Note :The asset allocation shown above is indicative and may vary according to circumstances at the sole discretion of the Fund Manager, on defensive consideration. Review and rebalancing will be conducted when the asset allocation falls outside the range indicated above. If the exposure falls outside the above range, it will be restored within three Working Days.

S & P CNX 500

• Investment Horizon

• Estimated Recurring Expenses

• Actual Expense Ratio

1 - 3 Years.

2.50%.

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• Investment Options

• Dividend Frenquency

Growth, Dividend Payout, Dividend Re-Investment.

At the Discretion of Trustees

• Minimum Investment

• Cheques / DD to be drawn in favour of

Initial : Rs. 5000/-
Additional : Rs.1000/-
Systematic : Rs.1000/-

Kotak Opportunities

• Minimum Redemption Size

• Payout Schedule

Rs. 1000/- or 100 units
Note : If the holding is less than Rs. 1000 or 100 units, the entire balance will be redeemed as and when redemption request is received from the investor.

Transaction day + 3 working days

• Cut off for Transactions

3 PM

• Entry Load

• Exit Load

NIL

For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%
For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL
Where units are allotted upon Reinvestment of Dividends: NIL

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