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

Kotak Focused Equity Growth Direct Plan

NAV
₹25.9260
-0.39%
(24 Apr)
AUM
3,335 Cr
TER
0.59%
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
+18.6%
+17.6%
+14.1%
+10.1%
+9.1%
+7.9%
3Y
+24.8%
+23.4%
+23.2%
+15.2%
+21.5%
+15.3%
5Y
+32.7%
+30.3%
NA
+24.4%
NA
+23.5%
ALL
+16.0%
+16.4%
+26.1%
+17.9%
+26.2%
+15.8%
VOL
17.1%
15.2%
15.2%
17.4%
14.8%
-
TER
0.8%
0.7%
0.6%
0.6%
0.4%
-
AUM
₹17,227 Cr
₹10,484 Cr
₹3,533 Cr
₹3,335 Cr
₹1,971 Cr
-
INFO
0.94
1.08
1.72
1.03
1.77
-
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 Mar
Top holdings
ICICI Bank Ltd
7.4%
HDFC Bank Ltd
7.2%
Bharti Airtel Ltd
5.6%
Sun Pharmaceuticals Industries Ltd
4.6%
Tech Mahindra Ltd
4.4%
State Bank of India
4.3%
Infosys Ltd
4.2%
Eternal Ltd
3.9%
Reliance Industries Ltd
3.9%
Shriram Finance Ltd
3.9%
Top industry exposure
Financial Services
28.3%
Industrials
17.7%
Consumer Cyclical
13.0%
Technology
10.1%
Healthcare
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
36%
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