HK
Harish KrishnanFund Manager Since 10 Jul 2019
EquityFocused Fund
Kotak Focused Fund Direct Growth
3Y Annualised
19.78%
-1.34% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.59%
-1.34% 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
3 years 10 months
NIFTY 50
5 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹3940.04 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%
58th
Kotak Focused Fund Direct Growth
0.59%
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 ₹3940.04 Cr worth of assets under management (AUM) as of Wed Mar 04 2026. The latest Net Asset Value (NAV) of Kotak Focused Fund Direct Growth as of Mon Mar 02 2026 is ₹29.418. The fund has an expense ratio of 0.54%, which is medium comparable to most other Equity funds.
Kotak Focused Fund Direct Growth returns for the last 1 year are 24.86%. Since launch, it has delivered 17.63% 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: 7.38%
- ICICI Bank Ltd: 5.99%
- Shriram Finance Ltd: 5.63%
- State Bank of India: 5.42%
- Bharti Airtel Ltd: 5.39%
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 |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
