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  • Kotak Mutual Fund
  • Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A)
Kotak Mutual Fund

Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A)

EquityDiversified

17.184

NAV (Jan 19)

23.9%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

2,236 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

17.184

NAV (Jan 19)

Fund Returns

Last 1Y

33.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

23.9%

6 Month CAGR

15.2%

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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

2.17

Launched (3y ago)

Jul 10, 2019

AUM in Crores

2235.828

ISIN

INF174KA1EL1

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Harish Krishnan

Fund Manager

user-avatar

Shibani Kurian

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,744 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.5%

    7.4%

    13.5%

    6.4%

    20.6%

    %

    13.5%

    6.4%

    13.5%

    6.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A) Review

    Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 23.9% over a period of 2 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 of Income Dis cum Cap wdrl (RIDCW-A) as of 19/01/2022 is ₹17.18 with the total AUM as of 20/01/2022 is ₹2235.828. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-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 Income Dis cum Cap wdrl (RIDCW-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 Income Dis cum Cap wdrl (RIDCW-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 IISL Nifty 500 TR INR.

    Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A) is rated as a 2 fund in Equity and delivered 33.4% 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 Income Dis cum Cap wdrl (RIDCW-A).

    Frequently Asked Questions

    What is Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A)?

    How to invest in Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A)?

    What is the minimum sip amount of Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A)?

    Is Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A) good to invest in?

    What is the expense ratio of the Kotak Focused Equity Fund of Income Dis cum Cap wdrl (RIDCW-A)?