Kotak Focused Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Focused Equity Growth Direct Plan

NAV
₹24.5900
+0.46%
(20 Feb)
AUM
3,349 Cr
TER
0.56%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.1%
+14.5%
+12.8%
+7.5%
+7.3%
+5.7%
3Y
+20.0%
+24.1%
+19.6%
+12.7%
+19.9%
+13.3%
5Y
NA
+23.8%
+24.1%
+16.7%
NA
+15.8%
ALL
+25.3%
+15.6%
+15.9%
+17.3%
+25.8%
+15.2%
VOL
14.9%
17.1%
15.2%
17.3%
14.8%
-
TER
0.6%
0.7%
0.6%
0.6%
0.4%
-
AUM
₹3,361 Cr
₹15,688 Cr
₹10,065 Cr
₹3,349 Cr
₹1,884 Cr
-
INFO
1.69
0.91
1.05
1.00
1.75
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Focused Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
ICICI Bank Ltd
6.8%
HDFC Bank Ltd
5.5%
Infosys Ltd
5.4%
Bharti Airtel Ltd
5.2%
Tech Mahindra Ltd
5.2%
Sun Pharmaceuticals Industries Ltd
4.7%
State Bank of India
4.2%
Zomato Ltd
3.9%
Reliance Industries Ltd
3.8%
Maruti Suzuki India Ltd
3.8%
Top industry exposure
Financial Services
24.6%
Industrials
19.6%
Consumer Cyclical
13.4%
Technology
13.0%
Healthcare
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
38%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Shibani Kurian

FAQs