Open Demat Account
English
✕
Login Dashboard
  1. Home
  2. Mutual Funds
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

One click to compare funds with our smart tool—analyze returns, risk & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.56%

    Expense Ratio
  • Rating

  • 3,536 Cr

    Fund Size

  • 6 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
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
By Holding By Sector By Asset
7.71%
7.59%
5.66%
4.59%
4.55%
69.90%
View all Holdings
  • 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.

Shibani Kurian

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes
20327
  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

Other Calculators

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

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form