Kotak Focused Equity Fund Regular Growth-1.00%

1.31%
1 Year Return
Equity
Multi Cap
6M
1Y
All

Fund Details

Kotak Focused Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.12%
NAV10.61 (29 Oct 2020)
Fund Started16 Jul 2019
Fund Size1,638 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Focused Equity Fund Regular Growth
1.3%
NA
NA
4.7%
Category Average
1.5%
1.9%
7.2%
-
Rank within category
32
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 1.3% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.0%
    Infosys Ltd.TechnologyEquity8.1%
    HDFC Bank Ltd.FinancialEquity7.2%
    ICICI Bank Ltd.FinancialEquity6.0%
    Tata Consultancy Services Ltd.TechnologyEquity4.8%
    Shree Cement Ltd.ConstructionEquity3.7%
    Hindustan Unilever Ltd.FMCGEquity3.6%
    Britannia Industries Ltd.FMCGEquity3.2%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    Alkem Laboratories Ltd.HealthcareEquity3.1%
    See All

    Fund Managers

    addArjun Khanna
    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.
    Funds Managed

    Kotak Focused Equity Fund Regular Growth Details

    Kotak Focused Equity Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,638 Cr and the Latest NAV as of 29 Oct 2020 is ₹10.61.

    The Kotak Focused Equity Fund Regular Growth is rated Moderately 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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