Kotak Focused Equity Fund Regular Growth

Equity
Multi Cap
Very High Risk
14.77%
3Y annualised
-1.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹23.83
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 returns19.5%14.8%16.9%17.3%
Category average22.7%16.8%17.7%NA
Rank with in category514727NA
Understand terms

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
5
29.9%27.5%39,621.82
4
32.3%27.1%15,420.68
4
24.7%21.4%14,690.79
5
31.4%14.7%144.16
4
15.8%14.3%181.08

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity6.68%
FinancialEquity5.48%
TechnologyEquity4.97%
CommunicationEquity4.93%
TechnologyEquity4.89%
ServicesEquity4.67%
HealthcareEquity4.47%
FinancialEquity4.33%
EnergyEquity3.70%
FinancialEquity3.66%
Capital GoodsEquity3.59%
EnergyEquity3.51%
AutomobileEquity3.49%
FinancialEquity3.28%
AutomobileEquity3.22%
Capital GoodsEquity2.96%
ConstructionEquity2.93%
EnergyEquity2.80%
ConstructionEquity2.76%
HealthcareEquity2.66%
TechnologyEquity2.57%
Consumer StaplesEquity2.43%
Consumer DiscretionaryEquity2.35%
ServicesEquity2.25%
Metals & MiningEquity2.24%
Consumer StaplesEquity2.24%
ConstructionEquity2.12%
DiversifiedEquity1.50%
AutomobileEquity0.81%
See All

Expense ratio, exit load and tax

Expense ratio: 1.88%

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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