Kotak Focused Equity Fund – Direct Growth

Equity · Focused
 · ★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.52 %
Expense Ratio
★★★
Rating
3,187
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 38.2% 18.9% - 20%
Category Average 40.2% 21.2% 17.7% -

Scheme Allocation

By Holding
By Sector
By Asset
6.7%
6.27%
Others
72.71%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.7%
ICICI Bank Banks Equity 6.27%
Maruti Suzuki Automobile Equity 5.24%
Sun Pharma.Inds. Pharmaceuticals Equity 4.54%
Reliance Industr Refineries Equity 4.54%
NTPC Power Generation & Distribution Equity 4.38%
Infosys IT - Software Equity 4.02%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.93%
Hero Motocorp Automobile Equity 3.86%
UltraTech Cem. Cement Equity 3.8%
Bharat Electron Aerospace & Defence Equity 3.76%
Shriram Finance Finance Equity 3.52%
Axis Bank Banks Equity 3.37%
Zomato Ltd E-Commerce/App based Aggregator Equity 3.29%
Bharti Airtel Telecomm-Service Equity 3.18%
Tech Mahindra IT - Software Equity 3.05%
Bharat Forge Castings, Forgings & Fastners Equity 2.91%
GAIL (India) Gas Distribution Equity 2.84%
Godrej Consumer FMCG Equity 2.61%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 2.49%
United Breweries Alcoholic Beverages Equity 2.22%
HDFC Life Insur. Insurance Equity 2.04%
Alkem Lab Pharmaceuticals Equity 1.99%
Bosch Auto Ancillaries Equity 1.97%
SRF Chemicals Equity 1.96%
Fortis Health. Healthcare Equity 1.9%
HCL Technologies IT - Software Equity 1.77%
Kajaria Ceramics Ceramic Products Equity 1.61%
AU Small Finance Banks Equity 1.37%
Bata India Leather Equity 0.26%
Banks
17.65%
IT-Software
9.11%
Automobiles
8.45%
Pharmaceuticals & Biotech
6.59%
Industrial Products
5.14%
Others
53.06%
View all Sectors
Sectors Asset
Banks 17.65%
IT-Software 9.11%
Automobiles 8.45%
Pharmaceuticals & Biotech 6.59%
Industrial Products 5.14%
Power 4.61%
Petroleum Products 4.53%
Aerospace & Defense 4.33%
Cement & Cement Products 3.92%
Finance 3.69%
Construction 3.69%
Retailing 3.39%
Consumer Durables 3.27%
Telecom-Services 2.96%
Gas 2.9%
Personal Products 2.66%
Debt 2.57%
Healthcare Services 2.49%
Beverages 2.21%
Auto Components 2.19%
Insurance 1.9%
Chemicals & Petrochemical 1.86%
Cash & Others -0.11%
Equity
95.39%
Reverse Repos
4.76%
Net Curr Ass/Net Receivables
-0.15%

Advance Ratio

0.04
Alpha
3.49
SD
0.89
Beta
0.88
Sharpe

Exit Load

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.

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 Managers

Shibani Kurian - Equity Research - Fund Manager

Before joining Kotak Mahindra Mutual Funds Online in India, Ms Shibani Kurian worked at Dawnay Day AV India Advisors Pvt Ltd and UTI AMC. Shibani Sircar Kurian has over 19 years of extensive experience in the Indian stock market. Over 11 years have been spent at Kotak Mahindra Mutual Funds Online in India Asset Management Company Limited. Her primary responsibilities are heading the equity research team and catering to equity fund management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Focused Equity Fund – Direct Growth ?

You can invest in Kotak Focused Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Focused Equity Fund – Direct Growth in the search box.
  • 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"

What is the NAV of Kotak Focused Equity Fund – Direct Growth ?

The NAV of Kotak Focused Equity Fund – Direct Growth is ₹23.4 as of 12 April 2024.

How to redeem Kotak Focused Equity Fund – Direct Growth holding ?

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”.

What is the minimum sip amount of Kotak Focused Equity Fund – Direct Growth?

The minimum SIP amount of Kotak Focused Equity Fund – Direct Growth is ₹100

What are the top sectors Kotak Focused Equity Fund – Direct Growth has invested in?

The top sectors Kotak Focused Equity Fund – Direct Growth has invested in are
  1. Banks - 17.65%
  2. IT-Software - 9.11%
  3. Automobiles - 8.45%
  4. Pharmaceuticals & Biotech - 6.59%
  5. Industrial Products - 5.14%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Focused Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Focused Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak Focused Equity Fund – Direct Growth generated ?

The Kotak Focused Equity Fund – Direct Growth has delivered 20% since inception

What is the expense ratio of Kotak Focused Equity Fund – Direct Growth ?

The expense ratio of Kotak Focused Equity Fund – Direct Growth is 0.52 % as of 12 April 2024.

What is the AUM of Kotak Focused Equity Fund – Direct Growth?

The AUM of Kotak Focused Equity Fund – Direct Growth is ₹3,12,371 Cr as of 12 April 2024

What are the top stock holdings of Kotak Focused Equity Fund – Direct Growth?

The top stock holdings of Kotak Focused Equity Fund – Direct Growth are
  1. HDFC Bank - 6.7%
  2. ICICI Bank - 6.27%
  3. Maruti Suzuki - 5.24%
  4. Sun Pharma.Inds. - 4.54%
  5. Reliance Industr - 4.54%

How can I redeem my investments in Kotak Focused Equity Fund – Direct Growth?

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