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  • Kotak Focused Equity Fund (Growth)
Kotak Mutual Fund

Kotak Focused Equity Fund (Growth)

EquityFocused

23.725

NAV (Jun 13)

NA
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.725

NAV (Jun 13)

Fund Returns

Last 1Y
36.4%
Last 3Y
17.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
19.2%
6 Month CAGR
19.4%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies. However,there is no assurance that the objective of the scheme will be realized.

Expense Ratio
1.89
Launched (5y ago)
Jul 16, 2019
AUM in Crores
3312.869
ISIN
INF174KA1EK3
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.7
Standard Deviation (5yr)
0
Beta (3yr)
0.88
Beta (5yr)
0
Sharpe Ratio (3yr)
0.915
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Shibani Kurian

Fund Manager

Arjun Khanna

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Focused Equity Fund (Growth)70%11,34,388 4,01,77617.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Stock Holdings

icici bank ltd

6.2%
6.2%

hdfc bank ltd

6.1%
6.1%

maruti suzuki india ltd

5%
5%

bharat electronics ltd

4.9%
4.9%

ntpc ltd

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

22.1%
22.1%

consumer cyclical

17.8%
17.8%

industrials

17.2%
17.2%

technology

8%
8%

healthcare

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,181 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

11.9%

8.2%

16.6%

15.8%

-

5.2%

11.9%

8.2%

11.9%

8.2%

Kotak Focused Equity Fund (G) Review

Kotak Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 19.1% over a period of 4 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Shibani Kurian.

Nav of Kotak Focused Equity Fund (G) as of 6/13/2024 is ₹23.73 with the total AUM as of 6/14/2024 is ₹3312.869. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Focused Equity Fund (G) was launched on Jul 16, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Kotak Focused Equity Fund (G) is rated as a 3 fund in Equity and delivered 36.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Focused Equity Fund (G).

Frequently Asked Questions

What is Kotak Focused Equity Fund (G)?

Kotak Focused Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Focused Equity Fund (G)?

You can invest in Kotak Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Focused Equity Fund (G)?

The minimum sip amount for Kotak Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Focused Equity Fund (G) good to invest in?

As per Scripbox experts, Kotak Focused Equity Fund (G) is a Neutral fund. You can investKotak Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Focused Equity Fund (G)?

The expense ratio of the Kotak Focused Equity Fund (G) is 1.89% for regular plan.