What is Kotak Opportunities Scheme?
Kotak Opportunities is a diversified equity, open ended scheme that has the flexibility to invest across market capitalization and sectors. The investment strategy is to make strategic use of debt and money market securities, upto 35% with flexibility for large exposure in elect sectors. As markets evolve & grow, new opportunities of growth keep emerging.
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Allotment Date: 9th September, 2004 |
4 Features of Kotak Opportunities
- Open Ended Equity Scheme
- Diversified investment strategy
- Flexible movement across sectors
- Option to avail of Free Insurance facility on Systematic Investment Plans (SIP’s)
Fund Managers
Krishna Sanghvi
Anurag Jain
See Kotak Opportunities Features
( + )( - )| Investment Objective |
|---|
| To generate capital appreciation from a diversified portfolio of equity & equity related instruments. |
| Investment Pattern |
| Equity & Equity related securities : 65% - 95% Debt & Money Market instruments : 5% - 35% |
| Benchmark Index |
| S & P CNX 500 |
| Investment Horizon |
| 1 - 3 years |
| Estimated Recurring Expenses |
| 2.50% |
| Investment Options |
| Growth, Dividend Payout, Dividend Re-Investment. |
| Dividend Frenquency |
| At the Discretion of Trustees |
| Minimum Investment |
| Initial : Rs. 5000/- Additional : Rs.1000/- Systematic : Rs.1000/- |
| Cheques / DD to be drawn in favour of |
| Kotak Opportunities |
| Minimum Redemption Size |
| Rs. 1000/- or 100 units |
| Payout Schedule |
| Transaction day + 3 working days |
| Cut off for Transactions |
| 3 PM |
| Entry Load |
| NIL |
| Exit Load |
| 1. For redemptions / switch outs within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% 2. For redemption in case of SIP/STP within 2 years from the date of allotment of units, irrespective of the amount of investment: 1% 3. Where an investment is made by Fund of Funds as defined under SEBI Regulations: Nil% 4. Where units are allotted upon Reinvestment of Dividends: Nil |
Want to buy Kotak MF schemes online?
If you are an existing Kotak Mutual Fund investor, click here to invest online
If you are a new investor, make your first transaction through a Mutual Fund distributor first. Then, follow these steps to generate your PIN:
| 1. Apply for PIN to start your online transaction. Click here for the Pin Request Form. | |
| 2. Submit the Pin Request form at: | |
| a. any of the Kotak Mutual Fund branches (click here to view list of branches) OR | |
| b. any of the CAMS Investor Service Centers. | |
| 3. Now transact online with your folio number and your newly generated Pin number |