Kotak Focused Equity Fund Direct Growth

Equity
Focused
Very High Risk
14.80%
3Y annualised
-1.23% 1D
1M
6M
1Y
3Y
All
NAV: 27 Jan 2023₹17.18
Min. SIP amount₹1,000
Rating3
Fund size₹2,524.77Cr

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 Focused
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA0.6%14.8%16.5%
Category averageNA-0.4%12.9%NA
Rank with in categoryNA3221NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity7.7%
ICICI Bank Ltd.FinancialEquity7.2%
Infosys Ltd.TechnologyEquity5.9%
State Bank of IndiaFinancialEquity5.7%
Reliance Industries Ltd.EnergyEquity5.3%
Axis Bank Ltd.FinancialEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity4.5%
Maruti Suzuki India Ltd.AutomobileEquity4.0%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.3%
Bharti Airtel Ltd.CommunicationEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.51%

Inclusive of GST

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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Arjun Khanna
Jun 2019 - Present
View details

Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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