Kotak Focused Equity Fund Direct Growth

Equity
Focused
Very High Risk
19.85%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
All
NAV: 24 May 2024₹24.70
Min. SIP amount₹100
Rating3
Fund size₹3,279.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA37.9%19.9%20.4%
Category averageNA39.3%18.6%NA
Rank with in categoryNA4525NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity6.70%
FinancialEquity6.27%
AutomobileEquity5.24%
EnergyEquity4.54%
HealthcareEquity4.54%
EnergyEquity4.38%
TechnologyEquity4.02%
ConstructionEquity3.93%
AutomobileEquity3.86%
ConstructionEquity3.80%
See All

Pros and cons

Category: Equity Focused

Pros

Cons

Lower expense ratio: 0.51%
1Y annualised returns lower than category average by 1.42%
3Y annualised returns higher than category average by 1.21%
Higher alpha: 1.36 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.51%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Shibani Sircar Kurian
Jun 2019 - Present
View details

Education
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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