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Kotak Focused Equity Fund Direct Growth+0.06%

60.65%
1 Year Return
Equity
Flexi Cap
4.0star
6M
1Y
All

Fund Details

Kotak Focused Equity Fund Direct Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio0.35%
NAV₹13.94 (11 May 2021)
Fund Started16 Jul 2019
Fund Size1,833 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
60.6%
-
-
23.9%
Category Average
51.1%
8.9%
12.9%
-
Rank Within Category
31
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 60.6% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.35%
2. 1Y Returns are higher than the category average returns
Cons
1. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity8.5%
Infosys Ltd.TechnologyEquity8.0%
HDFC Bank Ltd.FinancialEquity7.0%
Reliance Industries Ltd.EnergyEquity6.6%
State Bank of IndiaFinancialEquity5.2%
Shree Cement Ltd.ConstructionEquity4.3%
Supreme Industries Ltd.ChemicalsEquity3.6%
Tata Consultancy Services Ltd.TechnologyEquity3.6%
Mahindra & Mahindra Ltd.AutomobileEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.4%
See All

Fund Managers

Harish Krishnan
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Arjun Khanna
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Kotak Focused Equity Fund Direct Growth Details

Kotak Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 16 Jul 2019. Harish Krishnan is the Current Fund Manager of Kotak Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,833 Cr and the Latest NAV as of 11 May 2021 is ₹13.94.

The Kotak Focused Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Investment Objective

The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit Load

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About Kotak Mahindra Mutual Fund

Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
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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