QUICK FUND SUMMARY
Kotak Focused Fund Growth is an equity mutual fund managing assets worth ₹4,298.80 Cr. The current NAV is ₹27.44 as of Jul 20. It has delivered a 5-year CAGR of 13.13%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Eternal Ltd., Bharti Airtel Ltd. and Tech Mahindra Ltd..
Kotak Focused Fund Details
Fund Size | ₹4,298.80 Cr |
Type | Equity: Focused |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹27.44 |
Plan Type | Regular |
Launch Date | 16 Jul 2019 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.92% |
Withdrawal Charge | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days. |
Kotak Focused Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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Kotak Focused Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Kotak Focused Fund | +9.36% | +14.45% | +13.13% |
 HDFC Focused Fund | +1.69% | +15.94% | +18.61% |
 ICICI Prudential Focused Equity Fund | +4.66% | +17.36% | +16.96% |
 Franklin India Focused Equity Fund | -5.09% | +8.98% | +11.21% |
Returns Calculator
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹863
Your Total Value could have reached:
₹4,463
Kotak Focused Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Kotak Focused Fund
Kotak Focused Fund is a Growth Equity mutual fund managed by Kotak Mutual Fund. It follows a High Momentum investment strategy. The fund is rated 51/100 on the CRISP scale.
The current NAV of Kotak Focused Fund is ₹27.44 as of Jul 20.
You can invest in Kotak Focused Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Kotak Focused Fund is ₹100.
The expense ratio of Kotak Focused Fund is 1.92%.
Kotak Focused Fund has an exit load as follows: exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Kotak Focused Fund has a CRISP Score of 51/100, indicating Medium consistency, relative risk within the acceptable range, investment style High on Momentum factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
Short-term capital gains (STCG) on Kotak Focused Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.