Fund Manager: S Naren

Type & Investment Objective

An open-ended equity fund with a focus on capturing the opportunity presented by the long term growth potential of the Indian Infrastructure Sector. To invest across infrastructure sectors such as Cement, Power, Telecom, Oil and Gas, Construction, Banking etc.

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Your Risk Profile

Investors must ascertain their own risk profile. As there are funds that cater to various risk profiles in the market, ranging from very risky to very conservative, its important that investors choose the fund that best suits his/her risk profile. For instance, it doesn’t make sense for a risk-taking investor to invest in debt funds because he would not be satisfied by the kind of conservative returns debt funds give. Similarly, a conservative investor should stay away from equity funds, as they are not suited to stomach the accompanying volatility.

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Portfolio rebalancing – why is it important and how you can do it

Over the course of the year, the market value of each security within your portfolio earned a different return, resulting in a change in the allocation pie. This might change the investor’s risk profile. While in the short term this may not have an adverse impact, such changes in risk profiles can have a far-reaching impact in the longer run. Portfolio rebalancing is a strategy that allows individuals to keep their risk level in check and minimize risk.

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When equity markets turn volatile, they cause a lot of anxiety, tensions and even sleepless nights. In the volatile times many investors abandon a carefully made investment plan in a knee jerk reaction and pay the price for it. Obviously, it is not a smart thing to do. The investors should realize that volatility exists in the market place and will remain so. After all, volatility is a statistical measure of the tendency of the markets to rise and fall. While volatility can be described as a natural phenomenon, there is a need for investors to develop ways to deal with it.

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Infrastructure growth in an economy is often described as the growth engine of the economy. In the last 15 years Indian economy has witnessed a drastic change with services and manufacturing sectors driving growth vis-à-vis earlier periods when economic growth was dependent upon agricultural growth. As the Indian economy is opening to global economies the economy has started to grow at fast pace leading to prosperity in India.

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Fund Manager: Anurag Jain & Krishna Sanghvi

Fund Overview

Kotak Opportunities Fund is an open-ended diversified equity fund with a flexible investment style. It invests in sectors which the fund manager believes will outperform others in the short to medium term. The fund looks well positioned to increase concentration in sectors which look promising due to its flexible investment pattern.

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