Groww Logo
search

 >   >  >

Follow
Invest One Time
Start SIP
RatingReturns 1YRisk
star4
14.42%
Moderately High
Min SIP AmountExpense RatioFund Size
₹ 500
1%
₹ 17041Cr
SIP Calculator - Min ₹500 / Month
₹
per month invested in this mutual fund for the last
would be worth ₹ 6,387 with returns of 14.42% per annum.
Trailing Returns
Sip Returns

Performance

reply_allReturns1Y3Y5YMeanStd DevSharpe
Kotak Select Focus Fund14.42%14.54% p.a.22.88% p.a.12.86%13.19%0.50
Nifty 50016.83%11.10% p.a.14.23% p.a.10.95%13.71%0.34
assessmentComparisonReturn 1YMin SIP InvestmentMin InvestmentFund Size (Cr)Rating
add_box

Pros

indeterminate_check_box

Cons

1. Risk is lower compared to the benchmark
2. Lower expense ratio
3. 5Y Returns are higher than the benchmark
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the benchmark

Holding Analysis

trending_up

Top 10 Holdings

Sector expand_more
Instrument expand_more
Rating / Size expand_more
Value (Cr) expand_more
% Assetsexpand_more
CBLO(CCIL)
Current Assets
Money Market
--
1459.02
8.20%
HDFC Bank Ltd.
Financial Services
Equity
Large Cap
1292.56
7.26%
Larsen & Toubro Ltd.
Construction
Equity
Large Cap
982.02
5.52%
Reliance Industries Ltd.
Energy
Equity
Large Cap
954.55
5.36%
Housing Development Finance Corporation Ltd.
Financial Services
Equity
Large Cap
795.83
4.47%
ICICI Bank Ltd.
Financial Services
Equity
Large Cap
783.12
4.40%
Hero MotoCorp Ltd.
Automobile
Equity
Large Cap
593.46
3.33%
State Bank of India
Financial Services
Equity
Large Cap
549.40
3.09%
Maruti Suzuki India Ltd.
Automobile
Equity
Large Cap
531.06
2.98%
ITC Ltd.
Consumer Goods
Equity
Large Cap
516.85
2.90%
SHOW ALL
contact_mail

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone:
022 - 66384444
Launch Date:
23 Jun 1998
Email:
fundaccops@kotakmutual.com
VIEW ALL

Other Mutual Funds in Equity - Multi Cap Category

subtitles

Details about Kotak Select Focus Fund

Plan Type

Direct

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focussed on a few selected sectors.

Tax Implications

Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

Net Asset Value (NAV)

₹34.833 (19-Apr-2018)

Scheme Information Document (SID)

Click here to read all scheme information documents on AMC website

Other plans of Kotak Select Focus Fund

₹ 5000Min for first investment1.00%Expense Ratio
₹ 1000Min for second investment onwards₹ 500Min SIP amount
Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Asset Management Company Harsha UpadhyayaFund ManagerIf redeemed bet. 0 Year to 1 Year; Exit Load is 1%;Exit Load