Diversified Equity Scheme | Flexible Investment Plans India | Investment Opportunities

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

Rs. 576.67 Crores

Krishna Sanghvi, Anurag Jain

Performance as on 30/11/2008

Portfolio as on 30/11/2008

Allocation Pattern

Dividends in the scheme

Presentation

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 real estate & commodities. The selling is aggravated by redemption pressures driven by the fear about economic slowdown and collateral damages seen elsewhere. Coordinated policy action by central banks and governments across the globe is aimed at providing stability to financial markets more specifically the credit markets and improve the business environment. Closer home, 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. While the tighter monetary conditions prevailing currently would moderate growth in the near term, economy is expected to do well over medium to long-term as RBI moves to easing mode. The macro economic environment & the growth would be supported by declining commodity prices and peaking out of interest rates would further help. It is therefore 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.

Click here for Scheme Features

• Investment Objective
To generate capital appreciation from a diversified portfolio of equity & equity related instruments.
• Investment Pattern	• Benchmark Index
Equity & Equity related securities : 65% - 95% Debt & Money Market Instruments : 5% - 35%	S & P CNX 500
• Investment Horizon	• Estimated Recurring Expenses
1 - 3 Years.	2.50%.
• 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.	Transaction day + 3 working days
• Cut off for Transactions
3 PM
• Entry Load	• Exit Load
No entry load shall be charged on: i) For "all direct" applications received by AMC i.e. applications received through internet facility offered (www.kotakmutual.com), on application forms that are not routed through any distributor/agent/broker and submitted to AMC office or collection centre / investment service centre. ii) On additional purchases done directly by the investor under the same folio and switch-in to the scheme from other scheme if such transaction is done directly by the investor: iii) Where the purchase amount/switch in amount is equal to or more than Rs. 5 crores iv) Where the switch in is from an Equity/Balanced/Equity FOF Scheme to an Equity/Balanced/Equity FOF Scheme v) Where switch in is from a close ended scheme (excluding Fixed Maturity Plans and Interval Plans) during the pre-defined liquidity window of the scheme as defined in the respective offer documents or on maturity to an Equity/ Balanced/Equity FOF Schemes: vi) Where the switch in is from any other scheme apart from point iv and v above to an Equity/Balanced/Equity FOF Scheme for investments equal to or more than Rs. 5 crores vii) Where investments is made by Fund of Funds as defined under SEBI Regulations viii) Where units are allotted upon reinvestment of Dividends. Cases not covered above:2.25%.	For exit within 1 year from the date allotment of units for investments of less than Rs. 5 crores: 1% For exit on or after 1 year from the date allotment of units for investments of less than Rs. 5 crores: Nil Where investments is made by Fund of Funds as defined under SEBI Regulations: Nil Where units are allotted upon reinvestment of Dividends: Nil Cases not covered above: Nil

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