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Kotak Focused Equity Fund Regular Growth+1.27%

14.72%
1 Year Return
Equity
Multi Cap
6M
1Y
All

Fund Details

Kotak Focused Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.05%
NAV₹12.88 (19 Jan 2021)
Fund Started16 Jul 2019
Fund Size1,744 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.7%
-
-
18.4%
Category Average
16.6%
6.9%
13.7%
-
Rank Within Category
35
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 14.7% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.1%
ICICI Bank Ltd.FinancialEquity8.7%
Reliance Industries Ltd.EnergyEquity8.1%
Infosys Ltd.TechnologyEquity7.1%
State Bank of IndiaFinancialEquity4.4%
Shree Cement Ltd.ConstructionEquity4.3%
Hindustan Unilever Ltd.FMCGEquity3.9%
Tata Consultancy Services Ltd.TechnologyEquity3.7%
Mahindra & Mahindra Ltd.AutomobileEquity3.4%
Supreme Industries Ltd.ChemicalsEquity3.4%
See All

Fund Managers

Harish Krishnan
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Arjun Khanna
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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 ₹1,744 Cr and the Latest NAV as of 19 Jan 2021 is ₹12.88.

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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