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

Kotak Focused Equity Growth Direct Plan

NAV
₹24.0320
+1.15%
(16 May)
AUM
3,279 Cr
TER
0.51%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+65.3%
+50.5%
+45.6%
+40.8%
+34.2%
+33.9%
3Y
+26.2%
+27.7%
+25.0%
+30.0%
+20.3%
+18.8%
5Y
NA
NA
+22.4%
+22.3%
NA
+17.5%
ALL
+29.2%
+31.5%
+16.5%
+15.8%
+19.8%
+15.7%
VOL
14.0%
14.4%
15.2%
17.4%
17.5%
-
TER
0.7%
0.4%
0.6%
0.5%
0.5%
-
AUM
₹2,542 Cr
₹1,339 Cr
₹7,872 Cr
₹11,247 Cr
₹3,279 Cr
-
INFO
2.09
2.19
1.08
0.91
1.13
-
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 30th Apr
Top holdings
HDFC Bank Ltd
6.8%
ICICI Bank Ltd
6.4%
Maruti Suzuki India Ltd
5.2%
NTPC Ltd
4.6%
Triparty Repo
4.4%
Reliance Industries Ltd
4.4%
Sun Pharmaceuticals Industries Ltd
4.1%
Bharat Electronics Ltd
3.9%
UltraTech Cement Ltd
3.8%
Infosys Ltd
3.7%
Top industry exposure
Financial Services
22.5%
Consumer Cyclical
15.9%
Industrials
14.6%
Technology
8.4%
Healthcare
7.9%
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)
Arjun Khanna
Shibani Kurian

FAQs