Kotak Focused Equity Fund Regular Growth

Equity
Multi Cap
Very High Risk
14.51%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹25.31
Min. SIP amountNot Supported
Rating3
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 Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns37.5%14.5%19.9%19.4%
Category average38.2%16.2%20.3%NA
Rank with in category344224NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity6.19%
FinancialEquity5.00%
CommunicationEquity4.91%
TechnologyEquity4.67%
HealthcareEquity4.58%
FinancialEquity4.39%
TechnologyEquity4.33%
ServicesEquity4.32%
AutomobileEquity4.21%
EnergyEquity4.05%
See All

Expense ratio, exit load and tax

Expense ratio: 1.87%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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