Kotak Focused Equity Fund Direct Growth

Equity
Flexi Cap
Very High Risk
17.16%
3Y annualised
+0.84% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Dec 2024₹27.32
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 returns28.3%17.2%20.3%20.5%
Category average28.1%16.9%18.8%NA
Rank with in category433519NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
43.7%29.1%4,531.48
4
33.0%26.3%66,225.06
4
31.6%21.1%18,251.58
5
29.2%18.0%82,441.08
4
24.0%16.4%2,354.86

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity6.74%
FinancialEquity5.37%
CommunicationEquity4.96%
TechnologyEquity4.74%
HealthcareEquity4.71%
TechnologyEquity4.69%
ServicesEquity4.10%
EnergyEquity4.00%
EnergyEquity3.87%
FinancialEquity3.86%
FinancialEquity3.84%
AutomobileEquity3.71%
FinancialEquity3.39%
Capital GoodsEquity3.37%
AutomobileEquity3.27%
HealthcareEquity3.03%
ConstructionEquity2.94%
EnergyEquity2.85%
ConstructionEquity2.73%
Consumer StaplesEquity2.54%
Consumer DiscretionaryEquity2.41%
ServicesEquity2.41%
TechnologyEquity2.34%
Consumer StaplesEquity2.32%
Capital GoodsEquity2.20%
Metals & MiningEquity2.15%
ConstructionEquity2.14%
AutomobileEquity1.62%
DiversifiedEquity1.51%
AutomobileEquity0.79%
See All

Expense ratio, exit load and tax

Expense ratio: 0.50%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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,

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