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Kotak select focus direct growth.
The scheme is ranked 1 in Large Cap category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) |
| Fund Returns | -0.7 | 5.9 | 21.8 | 25.0 | 15.8 | 19.4 | -- |
| Category avg | -0.1 | 4.2 | 17.0 | 15.8 | 8.3 | 10.5 | 13.9 |
| Difference of Fund returns and Category returns | -0.6 | 1.7 | 4.8 | 9.2 | 7.5 | 8.9 | -- |
| Best of category | 2.7 | 13.0 | 31.6 | 34.5 | 15.8 | 20.5 | 28.7 |
| Worst of category | -2.9 | -7.7 | -7.6 | -16.7 | 4.1 | 4.3 | 4.4 |
| Benchmark returns # | -0.6 | 3.8 | 17.4 | 14.8 | 6.2 | 7.4 | 12.6 |
| Difference of Fund returns and Benchmark returns | -0.1 | 2.1 | 4.4 | 10.2 | 9.6 | 12.0 | -- |
Returns (NAV as on 04 Jul, 2017)
| Period | Returns (%) | Rank # |
|---|
| 1 mth | -0.7 | 91 |
| 3 mth | 5.9 | 23 |
| 6 mth | 21.8 | 16 |
| 1 year | 25.0 | 9 |
| 2 year | 15.8 | 1 |
| 3 year | 19.4 | 4 |
| 5 year | - |
Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.
Load Details
| Entry Load | N.A |
|---|
| Exit Load | 1.00% |
|---|
| Load Comments | Exit Load of 1% for redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment |
|---|
Contact Details
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Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|
| 2017 | 14.8 | - | - | - | - |
| 2016 | -3.4 | 10.6 | 7.5 | -6.8 | 10.0 |
| 2015 | 3.0 | -0.6 | -0.9 | -0.1 | 3.9 |
| 2014 | 7.3 | 20.6 | 9.2 | 12.3 | 59.0 |
| 2013 | -9.5 | 3.6 | -1.5 | 11.4 | 5.0
|