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

Kotak Focused Equity IDCW Reinvest Direct Plan

NAV
₹25.3420
-0.92%
(10 Jan)
AUM
3,558 Cr
TER
0.5%
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
+21.6%
+21.6%
+20.4%
+20.4%
+16.0%
+14.7%
3Y
+23.2%
+23.2%
+19.1%
+19.1%
+13.3%
+12.4%
5Y
+23.2%
+23.2%
+17.2%
+17.2%
+17.4%
+17.9%
ALL
+15.8%
+15.8%
+15.7%
+15.7%
+15.9%
+18.4%
VOL
20.0%
20.0%
19.5%
19.5%
-
17.3%
TER
0.6%
0.6%
0.8%
0.8%
-
0.5%
AUM
₹15,642 Cr
₹15,642 Cr
₹212 Cr
₹212 Cr
-
₹3,558 Cr
INFO
0.79
0.79
0.81
0.81
-
1.06
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 IDCW Reinvest (DR)
₹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 30th Nov
Top holdings
ICICI Bank Ltd
6.7%
HDFC Bank Ltd
5.5%
Tech Mahindra Ltd
5.0%
Bharti Airtel Ltd
4.9%
Infosys Ltd
4.9%
Zomato Ltd
4.7%
Sun Pharmaceuticals Industries Ltd
4.5%
State Bank of India
4.3%
Reliance Industries Ltd
3.7%
Shriram Finance Ltd
3.7%
Top industry exposure
Financial Services
23.4%
Industrials
16.0%
Consumer Cyclical
14.4%
Technology
12.4%
Healthcare
7.1%
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