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

Kotak Focused Equity Growth Direct Plan

NAV
₹24.8760
+0.64%
(2 Apr)
AUM
3,136 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
+16.9%
+16.3%
+13.3%
+8.4%
+5.8%
+3.7%
3Y
+24.3%
+21.1%
+21.0%
+19.9%
+12.9%
+12.6%
5Y
+33.8%
NA
+31.4%
NA
+25.9%
+24.5%
ALL
+15.8%
+25.5%
+16.1%
+25.7%
+17.1%
+15.1%
VOL
17.1%
14.9%
15.2%
14.7%
17.3%
-
TER
0.7%
0.6%
0.7%
0.4%
0.6%
-
AUM
₹15,516 Cr
₹6,352 Cr
₹9,533 Cr
₹1,819 Cr
₹3,136 Cr
-
INFO
0.92
1.71
1.06
1.75
0.99
-
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 28th Feb
Top holdings
HDFC Bank Ltd
7.1%
ICICI Bank Ltd
7.0%
Bharti Airtel Ltd
5.4%
Infosys Ltd
5.2%
Tech Mahindra Ltd
4.9%
Sun Pharmaceuticals Industries Ltd
4.5%
Zomato Ltd
4.2%
Maruti Suzuki India Ltd
4.1%
State Bank of India
4.0%
Reliance Industries Ltd
3.9%
Top industry exposure
Financial Services
27.4%
Industrials
17.2%
Consumer Cyclical
13.7%
Technology
11.9%
Healthcare
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
35%
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