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RatingReturns (3Y)Risk
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14.64% · Per Annum
Moderately High
Min SIP AmountExpense RatioFund Size
500
1.97%
₹ 15195Cr
SIP Calculator - Min ₹500 / Month
/month invested in this portfolio
back would be worth ₹ 6,914 with returns of 35.16% Per Annum.
Trailing Returns
Sip Returns

Performance

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This FundKotak Select Focus Fund - Regular - Growth
terrain
Benchmark
reply_allReturns1Y3Y5YMeanStd DevSharpe
Kotak Select Focus Fund - Regular - Growth35.16%14.64%21.89%15.36%13.64%0.67
Nifty 50016.83%11.10%14.23%10.95%13.71%0.34
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Pros

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Cons

1. Lower expense ratio
2. 3Y Returns are higher than the benchmark
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. Risk is higher compared to the benchmark
3. 1Y Returns are lower than the benchmark
assessmentComparisionReturn 3YMin SIP InvestmentMin InvestmentFund Size(Cr)Rating

Holding Analysis

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Top 10 Holdings

Sector expand_more
Instrument expand_more
Rating / Size expand_more
Value (Cr) expand_more
% Assetsexpand_more
HDFC Bank Ltd.
Financial Services
Equity
Large Cap
1008.51
6.64%
Reliance Industries Ltd.
Energy
Equity
Large Cap
846.76
5.57%
CBLO(CCIL)
Current Assets
Money Market
--
678.20
4.46%
Hero MotoCorp Ltd.
Automobile
Equity
Large Cap
635.23
4.18%
Housing Development Finance Corporation Ltd.
Financial Services
Equity
Large Cap
631.74
4.16%
State Bank of India
Financial Services
Equity
Large Cap
611.60
4.03%
ITC Ltd.
Consumer Goods
Equity
Large Cap
518.12
3.41%
Maruti Suzuki India Ltd.
Automobile
Equity
Large Cap
492.68
3.24%
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
471.87
3.11%
Larsen & Toubro Ltd.
Construction
Equity
Large Cap
452.25
2.98%
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Details about Kotak Select Focus Fund

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. Zero tax post one year.

Net Asset Value (NAV)

₹32.854 (21-Nov-2017)

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 investment1.97%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
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Other Mutual Funds in Equity - Multi Cap Category

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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