Kotak Mahindra Life - Kotak Opportunities Fund

F00000H3OA
NAV / 1-Day Return
107.24 / -0.92%
Total Assets
5.6 Bil
Inception Date
Oct 03, 2008
Expense Ratio
Fee Level
Load
None
Category
India Insurance Multi-Cap
Investment Style
Large Growth
Minimum Initial Investment
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
2.89
5.92
34.46
-6.76
12.57
13.79
28.14
1.83
24.54
17.79
-7.03
Category
-0.44
3.33
26.89
-1.89
4.81
18.44
29.46
1.84
28.01
17.01
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
-4.98
Quartile Rank
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Percentile Rank
19
10
8
75
7
72
56
52
83
33
# of Invest. in Cat.
12
12
14
17
16
50
51
50
52
57
Category Name
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 96.13 0.00 96.13 94.30 100.00
Fixed Income 0.00 0.00 0.00 0.27 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 1.90 0.01 1.91 3.88 0.00
Other 1.97 0.00 1.97 1.75 0.00

Stock Style

People

Inception Date
Oct 03, 2008
Number of Managers
2
Longest Tenure
3.5 Years
Average Tenure
3.2 Years
Advisor(s)
Kotak Mahindra Life Insurance Company Limited

Management Team

Sep 30, 2021 –Present
Apr 30, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Below Avg.

Holdings


© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top