HK
Harish KrishnanFund Manager Since 10 Jul 2019
EquityFocused Fund
Kotak Focused Fund Direct Growth
3Y Annualised
17.52%
0.92% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.13%
0.92% 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
4 years 4 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹3942.05 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 Payout of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Reinvestment 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%
56th
Kotak Focused Fund Direct Growth
0.13%
Fund Managers
SK
Shibani KurianFund Manager Since 10 Jul 2019
About Kotak Focused Fund Direct Growth
Kotak Focused Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 6 years, having been launched on 2019-07-10. Kotak Focused Fund Direct Growth has ₹3942.05 Cr worth of assets under management (AUM) as of Sat Dec 13 2025. The latest Net Asset Value (NAV) of Kotak Focused Fund Direct Growth as of Fri Dec 12 2025 is ₹29.445. The fund has an expense ratio of 0.55%, which is medium comparable to most other Equity funds.
Kotak Focused Fund Direct Growth returns for the last 1 year are 8.56%. Since launch, it has delivered 18.30% average annual returns.
The Kotak Focused Fund Direct Growth has the majority of its money invested in Financial Services, Communication Services, Consumer Cyclical, Industrials, Technology sectors.
Top 5 Holdings of Kotak Focused Fund Direct Growth.
- HDFC Bank Ltd: 8.00%
- ICICI Bank Ltd: 6.30%
- Bharti Airtel Ltd: 5.75%
- Eternal Ltd: 5.25%
- Shriram Finance Ltd: 4.70%
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 Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
Kotak Flexicap Fund Growth
EquityFlexi Cap
3Y CAGR
15.60%
expense ratio
1.43%
fund size
₹56885.07 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
3Y CAGR
20.96%
expense ratio
0.66%
fund size
₹2376.48 Cr
Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
3Y CAGR
23.90%
expense ratio
0.49%
fund size
₹2190.03 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
15.92%
expense ratio
0.62%
fund size
₹6449.48 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
9.01%
expense ratio
0.67%
fund size
₹2082.53 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
