40639
20327
Kotak Focused Equity Fund - Direct (G)
22.25
5.28
23.49
1.10
3.23
10.04
4.94
18.42
7
  • NAV

    27.27

    as on 20 Jun 2025

  • ₹0.30 (1.13%)

    Last Change

  • 22.25%

    3Y CAGR returns

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  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.56%

    Expense Ratio
  • Rating
  • 3,536 Cr

    Fund Size
  • 6 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Jun 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.28%
  • 22.25%
  • 23.49%
  • 18.42
  • 0.91Alpha
  • 3.84SD
  • 0.90Beta
  • 0.88Sharpe
  • Exit Load
  • For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.

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  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
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FAQs

You can invest in Kotak Focused Equity Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak Focused Equity Fund - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Kotak Focused Equity Fund - Direct (G) has delivered 21.80% since inception

The NAV of Kotak Focused Equity Fund - Direct (G) is ₹26.748 as of 20 Jun 2025

The expense ratio of Kotak Focused Equity Fund - Direct (G) is % as of 20 Jun 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Kotak Focused Equity Fund - Direct (G) 3312.87 CR as of 20 Jun 2025

The minimum SIP amount of Kotak Focused Equity Fund - Direct (G) is 100

The top stock holdings of Kotak Focused Equity Fund - Direct (G) are

  1. HDFC Bank - 7.71%
  2. ICICI Bank - 7.59%
  3. Bharti Airtel - 5.66%
  4. Tech Mahindra - 4.59%
  5. Eternal Ltd - 4.55%

The top sectors Kotak Focused Equity Fund - Direct (G) has invested in are

  1. Banks - 18.8%
  2. Automobiles - 8.99%
  3. IT-Software - 8.02%
  4. Pharmaceuticals & Biotech - 5.79%
  5. Auto Components - 5.69%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Kotak Focused Equity Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Kotak Focused Equity Fund - Direct (G) based on your investment objective and risk tolerance

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