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Kotak Equity Opportunities Fund: 10-year return mirrors category average

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Kotak Equity Opportunities Fund: 10-year return mirrors category average

The fund manager prefers companies that can generate consistent cash flows, have proven business models with efficient management and are available at reasonable prices.

The funds 10-year return is similar to the catgeory average.

ET Wealth collaborates with Value Research to analyse topmutual funds. We examine the key fundamentals of the fund, its portfolio andperformanceto help you make an informedinvestmentdecision.

With a 10-year return of 18.05%, the fund has outperformed thebenchmark index(17%) and mirrors the category average (18.07%).

The funds 10-year return is similar to the catgeory average.

The fund has fared better than peers in the near term but has lagged its index.

Barring the past two years, this fund has been fairly consistent.

The fund has increased midcap presence sharply after change in mandate.

The fund takes healthy positions in its top bets, which are mostly index heavyweights.

The funds risk-return profile is better than many of its peers.

Wherever not specified, data as on 31 Dec 2018. Source: Value Research.

Earlier a multi-cap offering (Kotak Opportunities), it is now a large and mid-cap fund. While it had a higher large-cap focus in its earlier avatar, the fund has now sharply hiked its presence in mid-caps to align with the revised mandate. However, its top bets are mostly frontline index heavyweights. The mid-cap exposure has been beefed up at the mid-level of the portfolio. Further, the fund manager emphasises on sufficient liquidity in the mid-cap portion. He prefers companies that can generate consistent cash flows, have proven business models with efficient management and are available at reasonable prices. The funds performance has been underwhelming in the past two years, but it has cushioned downside better than most peers recently. This provides comfort, given its long-term profile.

(%)Mirae Asset Tax Saver Direct-G3.6310.6810.8115.0221.55Invest NowMirae Asset Tax Saver Reg-G3.4510.139.8113.3019.90Invest NowMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS3.908.806.17-0.6616.80Invest NowFeatured

ELSS3.0611.4511.6011.6615.48Start SIPMotilal Oswal Focused 25 Fund Direct-Growth

Large Cap3.909.0710.195.6214.21Invest NowDHFL Pramerica Gilt Direct Plan – Growth

Gilt3.925.676.9612.628.53Invest NowDSP Midcap Direct Plan-Growth

Mid Cap2.183.068.450.8813.60Start SIPDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth

Conservative Hybrid1.113.736.119.959.06Invest NowDSP Focus Direct Plan-Growth

Multi Cap3.007.9111.476.2811.64Start SIPMotilal Oswal Multicap 35 Fund Direct-Growth

Multi Cap4.316.938.542.1315.13Invest NowMotilal Oswal Midcap 30 Fund Direct-Growth

Mid Cap1.813.448.520.388.50Invest NowDHFL Pramerica Large Cap Fund Direct Plan-Growth

Large Cap2.998.4512.939.6412.24Invest NowDSP Small Cap Direct Plan-Growth

Small Cap3.734.118.61-5.858.06Start SIPDSP Equity Opportunities Direct Plan-Growth

Large & MidCap1.935.119.794.9514.35Start SIPDSP Credit Risk Direct Plan-Growth

Credit Risk-0.321.18-1.21-1.034.75Start SIPMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS3.664.937.27-1.9916.30Invest NowDSP Tax Saver Direct Plan-Growth

ELSS2.276.8912.599.4414.74Start SIPDSP Liquidity Direct-Growth

Liquid0.611.853.677.607.20Start SIPICICI Prudential Savings Fund Direct Plan -Growth

Low Duration1.092.524.538.807.99Invest NowDSP Savings Direct Plan-Growth

Money Market1.122.414.338.627.09Start SIPDSP Strategic Bond Direct Plan-Growth

Dynamic Bond-2.31-0.770.806.625.99Start SIPDSP 10Y G-Sec Fund Direct-Growth

Gilt with 10 year Constant Duration3.625.005.9313.378.13Start SIPDSP Bond Direct-Growth

Medium Duration-3.36-1.82-1.281.905.99Start SIPDSP Short Term Direct Plan-Growth

Short Duration1.702.915.019.737.83Start SIPDSP Ultra Short Fund Direct Plan-Growth

Ultra Short Duration0.892.193.146.467.02Start SIPDSP Equity Savings Fund Direct-Growth

Equity Savings1.533.926.575.559.14Start SIPDSP Dynamic Asset Allocation Fund Direct-Growth

Dynamic Asset Allocation1.032.735.048.479.12Start SIPDSP Regular Savings Direct Plan-Growth

Conservative Hybrid1.723.773.591.667.01Start SIPDSP Equity & Bond Direct-Growth

Aggressive Hybrid2.956.2210.537.8912.44Start SIP

– Returns less then 1 year are absolute and above 1 year are annualised.

– Returns of 1 year are absolute and above 1 year are annualised..

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