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

Kotak Focused Equity Growth Direct Plan

NAV
₹25.3380
+0.04%
(7 Feb)
AUM
3,467 Cr
TER
0.52%
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
+28.8%
+21.1%
+20.8%
+14.6%
+12.2%
+11.6%
3Y
+20.3%
+23.8%
+20.2%
+20.1%
+13.2%
+14.3%
5Y
NA
+24.3%
+24.9%
NA
+17.4%
+16.8%
ALL
+27.2%
+15.9%
+16.3%
+27.0%
+18.1%
+15.8%
VOL
14.9%
17.2%
15.2%
14.8%
17.4%
-
TER
0.6%
0.6%
0.6%
0.4%
0.5%
-
AUM
₹3,604 Cr
₹15,642 Cr
₹9,984 Cr
₹1,884 Cr
₹3,467 Cr
-
INFO
1.82
0.93
1.07
1.83
1.04
-
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 Dec
Top holdings
ICICI Bank Ltd
6.8%
HDFC Bank Ltd
5.6%
Tech Mahindra Ltd
5.1%
Infosys Ltd
5.1%
Bharti Airtel Ltd
4.9%
Sun Pharmaceuticals Industries Ltd
4.9%
Zomato Ltd
4.8%
State Bank of India
4.2%
Reliance Industries Ltd
3.6%
Bharat Electronics Ltd
3.5%
Top industry exposure
Financial Services
23.9%
Industrials
18.4%
Consumer Cyclical
14.1%
Technology
12.7%
Healthcare
7.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
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