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Monday 7 May 2018

Kotak Opportunities Fund

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Kotak Opportunities Fund


Kotak Mahindra AMC. Kotak Opportunities Fund is a multi-cap fund that invests in sectors and scrips across market capitalisations. Unlike Kotak Select Focus, which is also a multi-cap fund but relies on sector calls in addition to picking stocks, Kotak Opportunities Fundrelies purely on its stock selection. For instance, Kotak Select Focus, portfolio doesn't have media stocks as it doesn't find the sector to be as attractive, but it has Zee Entertainment Enterprises Ltd's shares.

Harsha Upadhyaya, chief investment officer-equity, Kotak Mahindra AMC, does not churn much. "The fund is focused more towards large-caps and the endeavor is to invest 65-70% here," he says. Investments in companies like UPL Ltd, Coromandel International Ltd, and staying underweight in information technology and pharmaceutical sector helped the fund in the last couple of years. Upadhyaya also avoided telecom stocks as freebies offered by Reliance Jio affected the earnings of listed telecom firms.





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