Kotak Focused Equity Fund Direct Growth

Equity
Flexi Cap
Very High Risk
12.40%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Jan 2025₹25.34
Min. SIP amount₹100
Rating4
Fund size₹3,758.36Cr

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 Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.7%12.4%17.9%18.4%
Category average15.3%13.0%16.8%NA
Rank with in category484522NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
28.0%24.1%4,531.48
4
20.8%22.2%66,225.06
4
18.4%17.0%18,251.58
5
21.9%16.7%82,441.08
4
12.8%12.7%2,354.86

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity6.75%
FinancialEquity5.55%
TechnologyEquity5.08%
TechnologyEquity5.08%
CommunicationEquity4.94%
HealthcareEquity4.86%
ServicesEquity4.77%
FinancialEquity4.21%
EnergyEquity3.57%
Capital GoodsEquity3.50%
EnergyEquity3.30%
AutomobileEquity3.25%
FinancialEquity3.15%
AutomobileEquity3.13%
Capital GoodsEquity3.13%
EnergyEquity3.07%
ConstructionEquity3.07%
Consumer DiscretionaryEquity2.78%
HealthcareEquity2.77%
ConstructionEquity2.75%
FinancialEquity2.58%
TechnologyEquity2.51%
ServicesEquity2.20%
Consumer StaplesEquity2.17%
ServicesEquity2.17%
ConstructionEquity2.09%
Metals & MiningEquity2.01%
FinancialEquity1.66%
DiversifiedEquity1.52%
AutomobileEquity0.79%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Lower expense ratio: 0.52%
5Y annualised returns higher than category average by 1.02%

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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,

Compare funds

Kotak Focused Equity Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2025 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.6.4
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ