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Kotak Focused Equity Fund (Growth)

Returns (1yr)
-NA- %
Latest NAV
9.83

Investment Calculator

  • Tenure
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 7th of July, 08:58 AM

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.

Fund Managers

  • profile-pic
    Arjun Khanna
    profile-pic
    Harish Krishnan
    profile-pic
    Shibani Kurian
  • expense-ratio
    Expense Ratio
    2.11
    benchmark
    Benchmark
    IISL Nifty 200 TR INR
  • Aum image
    AUM
    ₹ 1454.04 Crores
    ISIN
    ISIN
    INF174KA1EK3
  • Category Risk:

    Moderately High risk

Holding Information

as on 7th of July, 08:58 AM

Top Holding

Reliance Industries Ltd
8%
Hdfc Bank Ltd
7%
Icici Bank Ltd
6%
Infosys Ltd
6%
Bharti Airtel Ltd
5%

Top Sectors

Financial Services
28%
Basic Materials
11%
Energy
11%
Technology
10%
Consumer Defensive
9%

Allocation

Equity
96%
Others
4%
Debt
0%

Investment Return Calculator

as on 7th of July, 08:58 AM
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 7th of July, 08:58 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Kotak Focused Equity Fund Regular Growth is a Diversified Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers names are Arjun Khanna, Harish Krishnan, Shibani Kurian. 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. The fund charges 2.11000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.