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Kotak Opportunities
(Open Ended Equity 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

Krishna Sanghvi, Pankaj Tibrewal

Performance as on 31/07/2010

Portfolio as on 31/07/2010

Allocation Pattern

Dividends in the scheme

Corpus as on 31/07/2010

Close

Corpus - Rs.1125.4 Crores

Presentation

Scheme Information Document

Application Form

Notices & Addendum

Massive de-leveraging and credit crunch driven by the US and spreading to Europe has led to widespread selling across asset classes including equities with bigger selling in commodities & real estate. The selling has been aggravated by redemption pressures driven by the fear about economic slowdown and collateral damages seen elsewhere. Globally we have witnessed an increased policy response by various central banks and governments with aim of providing stability to financial markets; notably the credit market and improve the business environment and sustain economic momentum. Closer home, we believe that Indian economy is largely driven by domestic consumption (67% of GDP) and infrastructure creation and is expected to be more resilient than other emerging economies. The economy is expected to do well over medium to long-term as Government & RBI have stepped in with policy response on fiscal and monetary front respectively. In the last quarter we have seen possibly biggest monetary easing in Indian history. The macro economic environment & the growth would be supported by declining commodity prices and peaking out of interest rates would further help on demand. We maintain that it is reasonable to expect India's growth to sustain over a longer period. Equity market valuations have compressed significantly and present a very attractive investment opportunity and equity as an asset class will continue to give better returns than any other asset class in the medium to longer term. We maintain that to benefit from short-term volatility of markets, SIP/STP is the preferred way of investing. On the other hand with horizon of 18-24 months even lumpsum investment looks attractive investment option at current levels.

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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 within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%
For redemption in case of SIP/STP within 2 years from the date of allotment of units, irrespective of the amount of investment: 1%
Where an investment is made by Fund of Funds as defined under SEBI Regulations: Nil%
Where units are allotted upon Reinvestment of Dividends: Nil

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