Kotak Focused Equity Fund Regular Growth

Equity
Focused
Very High Risk
24.14%
3Y annualised
-0.60% 1D
1M
6M
1Y
3Y
All
NAV: 20 Mar 2023₹15.73
Min. SIP amountNot Supported
Rating3
Fund size₹2,447.92Cr

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 Focused
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-2.0%24.1%13.1%
Category averageNA-2.0%23.7%NA
Rank with in categoryNA3023NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.2%
ICICI Bank Ltd.FinancialEquity7.1%
Infosys Ltd.TechnologyEquity6.5%
Larsen & Toubro Ltd.ConstructionEquity4.7%
Reliance Industries Ltd.EnergyEquity4.6%
Axis Bank Ltd.FinancialEquity4.4%
State Bank of IndiaFinancialEquity4.3%
Maruti Suzuki India Ltd.AutomobileEquity4.2%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.3%
Ultratech Cement Ltd.ConstructionEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 2.06%

Inclusive of GST

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

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.

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

Arjun Khanna
Jun 2019 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
NA
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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