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  • Kotak Focused Equity Fund (Growth)
Kotak Mutual Fund

Kotak Focused Equity Fund (Growth)

EquityFocused

16.637

NAV (Aug 17)

17.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 2,380 Cr

Outperformance Consistency

View all 7 analysis

View Less

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Want the focused equity funds that are right for your long term equity investment needs?

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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

16.637

NAV (Aug 17)

Fund Returns

Last 1Y

7.7%

Last 3Y

18.2%

Last 5Y

NA

Last 10Y

NA

Since Inception

17.9%

6 Month CAGR

1.6%

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

2.1

Launched (3y ago)

Jul 16, 2019

AUM in Crores

2380.490

ISIN

INF174KA1EK3

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Shibani Kurian

Fund Manager

Harish Krishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-17

Top Stock Holdings

icici bank ltd

9.3%
9.3%

reliance industries ltd

6.6%
6.6%

infosys ltd

6.5%
6.5%

state bank of india

6.2%
6.2%

hdfc bank ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

30.3%
30.3%

consumer cyclical

16.6%
16.6%

industrials

15.7%
15.7%

basic materials

8.7%
8.7%

technology

7.4%
7.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

₹ 14,233 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,597 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10%

    6.7%

    -

    4.8%

    10%

    6.7%

    10%

    6.7%

    4.6%

    7.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Focused Equity Fund (G) Review

    Kotak Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 17.9% over a period of 3 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Harish Krishnan, Shibani Kurian.

    Nav of Kotak Focused Equity Fund (G) as of 8/17/2022 is ₹16.64 with the total AUM as of 8/18/2022 is ₹2380.49. 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 IISL Nifty 500 TR INR.

    Kotak Focused Equity Fund (G) is rated as a 0 fund in Equity and delivered 7.7% 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 stocks 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 Not Reviewed Yet 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 2.1% for regular plan.