No Lumpsum

Dont be too fast. Preferably invest through sips rather than a lumpsum.
Anyway, your first choice of investment in Kotak Opportunities Fund., is a good choice. It has been outperformer over the past 6 months or so. But it has still to prove over a longer a period of time.
Now that your first choice of investment has been a dynamic fund, I feel you should invest in a Large Cap oriented Fund like Birla Sunlife Frontline Equity Fund, HDFC Top 200 Fund or Reliance Vision Fund. This investment will compliment your other investment.
Best of luck