Kotak Focused Equity Fund Direct Growth-0.41%

4Groww
0.00%
1 Year Return
Equity
Multi Cap
4.0 star
All

Fund Details

Kotak Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.42%
NAV10.80 (06 Dec 2019)
Fund Started16 Jul 2019
Fund Size1,408 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Focused Equity Fund Direct Growth
NA
NA
NA
8.0%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 19.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.6%
    ICICI Bank Ltd.FinancialEquity8.3%
    Reliance Industries Ltd.EnergyEquity8.1%
    Larsen & Toubro Ltd.ConstructionEquity5.0%
    Axis Bank Ltd.FinancialEquity4.3%
    Hindustan Unilever Ltd.FMCGEquity4.1%
    Infosys Ltd.TechnologyEquity4.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.5%
    ITC Ltd.FMCGEquity3.2%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    See All

    Fund Managers

    addArjun Khanna
    addShibani Kurian

    Other Details

    Kotak Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 16 Jul 2019. Harish Krishnan is the Current Fund Manager of Kotak Focused Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,408 Cr and the Latest NAV as of 06 Dec 2019 is ₹10.80.

    The Kotak Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. .

    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
    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
    22 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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