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Kotak Focused Equity Fund

Kotak Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

NAV Performance

Kotak Focused Equity Fund performance graph for last 3 years
Performance of Kotak Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 14.517

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,744 Cr.

    as on 10 Jun 2021
  • 0.33%

    since 31 Dec 2020
  • 16 Jul 2019

  • Equity - Focused Fund

  • Nifty 50

  • kotak mahindra mutual fund

    Show All Funds
  • Kotak Focused Equity Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Kotak Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 16 Jul 2019. This fund is offered by one of the top AMC (Assets Management Company) kotak mahindra mutual fund. You can also view here all other Equity funds offered by kotak mahindra mutual fund.

Latest NAV of the fund is ₹ 14.517 as on 10 Jun 2021.

This fund has 1 years of track record. Since 31 Dec 2020 expense ratio of this fund is 0.33%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

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.

List of Fund Managers of Kotak Focused Equity Fund

  • About Harish Krishnan

    Picture of Harish KrishnanMr. Harish Krishnan has 13 years of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. Mr. Krishnan holds a CFA, PGDBM (IIM Kozhikode) , B.Tech (Electronics & Communications). He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode, and is a Chartered Financial Analyst from the CFA Institute.
  • About Shibani Kurian

    Picture of Shibani KurianMs. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.58% 17.51% 33.40% 77.38% 26.35% 20.59% 18.94% 17.45% 79.03% 47.48% 31.71% 21.19% 19.20%
Category Average 6.33% 6.09% 20.21% 56.85% 17.93% 13.04% 14.87% 13.33% 52.41% 33.06% 23.14% 16.48% 15.05%
Kotak Focused Equity Fund 7.60%₹ 10,759 4.84%₹ 10,483 20.80%₹ 12,080 57.95%₹ 15,794 51.79%₹ 15,136 - - - - - - - -
IIFL Focused Equity Fund 6.99%₹ 10,698 5.65%₹ 10,565 19.64%₹ 11,963 62.90%₹ 16,290 54.99%₹ 15,319 24.82%₹ 15,588 37.88%₹ 34,098 20.59%₹ 17,564 29.80%₹ 55,193 18.94%₹ 23,816 21.19%₹ 1,01,601 - -
Axis Focused 25 Fund 5.39%₹ 10,539 5.66%₹ 10,566 15.08%₹ 11,507 56.30%₹ 15,629 48.11%₹ 14,925 19.62%₹ 14,316 31.71%₹ 32,365 14.06%₹ 14,855 23.55%₹ 50,709 17.93%₹ 22,823 18.61%₹ 95,416 - -
SBI Focused Equity Fund 7.81%₹ 10,781 9.70%₹ 10,969 21.68%₹ 12,167 54.45%₹ 15,444 57.22%₹ 15,446 20.01%₹ 14,410 34.47%₹ 33,138 15.53%₹ 15,439 25.45%₹ 52,044 16.79%₹ 21,741 19.02%₹ 96,379 17.45%₹ 50,002 17.74%₹ 3,04,932
Principal Focused Multicap Fund 6.75%₹ 10,675 7.42%₹ 10,741 24.50%₹ 12,450 61.03%₹ 16,102 59.01%₹ 15,547 22.59%₹ 15,035 37.92%₹ 34,111 17.16%₹ 16,102 27.32%₹ 53,382 16.41%₹ 21,383 19.13%₹ 96,635 13.38%₹ 35,155 15.86%₹ 2,75,522
Motilal Oswal Focused 25 Fund 5.54%₹ 10,554 3.23%₹ 10,323 14.68%₹ 11,467 47.96%₹ 14,796 41.47%₹ 14,540 18.27%₹ 13,993 29.02%₹ 31,622 13.26%₹ 14,543 22.04%₹ 49,662 15.30%₹ 20,389 16.01%₹ 89,535 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Focused Equity Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    99.13%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.87%

Top Sector Holdings of Kotak Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.20% ₹ 432.73 Cr.
Computers - software 11.62% ₹ 216.67 Cr.
Cement 7.55% ₹ 140.93 Cr.
Refineries/marketing 6.80% ₹ 126.79 Cr.
Passenger/utility vehicles 6.22% ₹ 115.86 Cr.
Others 44.61% -

Top Stock Holdings of Kotak Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.47% ₹ 157.91 Cr.
Infosys Ltd. 8.01% ₹ 149.32 Cr.
HDFC Bank Ltd. 6.99% ₹ 130.38 Cr.
Reliance Industries Ltd. 6.57% ₹ 122.47 Cr.
State Bank Of India 5.24% ₹ 97.78 Cr.
Others 64.72% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.04%
Net Receivables -0.17%