- Mutual Funds
- Kotak Mutual Fund
- Kotak Focused Equity Fund of (PIDCW-A)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.61
NAV (Apr 22)
Fund Returns
Last 1Y | 33.9% |
Last 3Y | 17.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.5% |
6 Month CAGR | 18% |
Scheme Information
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 10, 2019 |
AUM in Crores | 3187.122 |
ISIN | INF174KA1EM9 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.892 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Focused Equity Fund of (PIDCW-A) | 11,46,592 | 4,13,980 | 17.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
6.7%icici bank ltd
6.3%maruti suzuki india ltd
5.2%triparty repo
4.8%reliance industries ltd
4.5%Allocation by Sector
financial services
23.3%consumer cyclical
17.5%industrials
11.8%technology
8.8%healthcare
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.4% | 8.4% | ||
11.1% | 12.1% | ||
- | 5% | ||
13.4% | 8.4% | ||
13.4% | 8.4% |
Kotak Focused Equity Fund of (PIDCW-A) Review
Kotak Focused Equity Fund of (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 17.5% 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 of (PIDCW-A) as of 4/22/2024 is ₹21.61 with the total AUM as of 4/23/2024 is ₹3187.122. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Focused Equity Fund of (PIDCW-A) was launched on Jul 10, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak Focused Equity Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) is rated as a 3 fund in Equity and delivered 33.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Focused Equity Fund of (PIDCW-A).
Frequently Asked Questions
What is Kotak Focused Equity Fund of (PIDCW-A)?
How to invest in Kotak Focused Equity Fund of (PIDCW-A)?
You can invest in Kotak Focused Equity Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Kotak Focused Equity Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Focused Equity Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Kotak Focused Equity Fund of (PIDCW-A) is a Neutral fund. You can investKotak Focused Equity Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Kotak Focused Equity Fund of (PIDCW-A) is 1.89% for regular plan.