- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Focused Equity Fund (G)
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).
Scheme Information
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.
Expense Ratio | 1.92 % |
Launched 5Y ago | 2019-07-16 |
AUM in Crores | 3335.5 |
ISIN | INF174KA1EK3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.3 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.25%ICICI Bank Ltd.
6.06%Maruti Suzuki India Ltd.
4.75%NTPC Ltd.
4.72%Infosys Ltd.
4.53%
Allocation by Sector
Financial
27.44%Technology
11.94%Energy
10.08%Services
9.3%Automobile
7.15%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
Kotak Focused Equity Fund (G) Review
Kotak Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.96% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Shibani Sircar Kurian.
Nav of Kotak Focused Equity Fund (G) as of 5/2/2025 is ₹23.56 with the total AUM as of 5/3/2025 is ₹3335.47. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Focused Equity Fund (G) was launched on 2019-07-16. The category risk of the fund is Very High.
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 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 6.57% 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).