HK
Harish KrishnanFund Manager Since 10 Jul 2019
EquityFocused Fund
Kotak Focused Equity Fund Direct Growth
3Y Annualised
14.03%
-0.31% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.90%
-0.31% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 3 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹3135.90 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL Units issued on reinvestment of IDCW shall not be subject to entry and exit load.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
68th
Kotak Focused Equity Fund Direct Growth
-2.90%
Fund Managers
SK
Shibani KurianFund Manager Since 10 Jul 2019
About Kotak Focused Equity Fund Direct Growth
Kotak Focused Equity Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 5 years, having been launched on 2019-07-10. Kotak Focused Equity Fund Direct Growth has ₹3135.90 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of Kotak Focused Equity Fund Direct Growth as of Thu Mar 13 2025 is ₹23.76. The fund has an expense ratio of 0.59%, which is medium comparable to most other Equity funds.
Kotak Focused Equity Fund Direct Growth returns for the last 1 year are 4.27%. Since launch, it has delivered 16.60% average annual returns.
The Kotak Focused Equity Fund Direct Growth has the majority of its money invested in Financial Services, Communication Services, Technology, Healthcare, Consumer Cyclical, Energy sectors.
Top 5 Holdings of Kotak Focused Equity Fund Direct Growth.
- HDFC Bank Ltd: 7.10%
- ICICI Bank Ltd: 7.02%
- Bharti Airtel Ltd: 5.40%
- Infosys Ltd: 5.17%
- Tech Mahindra Ltd: 4.90%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2019-07-10 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Focused Equity Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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How to Redeem Kotak Focused Equity Fund Direct Growth?
Can I invest in SIP and a Lump Sum of Kotak Focused Equity Fund Direct Growth?
