Kotak Focused Equity Fund- Regular plan Growth Option

Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Focused
Launch Date: 05-07-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.9% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,335.47 Cr As on 31-03-2025(Source:AMFI)
Turn over: 42.5% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

23.261

15.81%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.65
Sharpe Ratio 0.38
Alpha -1.16
Beta 0.91
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Focused Equity Fund- Regular plan Growth Option 05-07-2019 8.37 19.87 12.14 21.83 -
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 17.33 28.05 21.97 30.19 13.84
DSP Focus Fund - Regular Plan - Growth 10-06-2010 15.87 27.07 16.2 21.85 11.41
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 15.34 28.84 20.11 27.59 13.77
Invesco India Focused Fund - Growth 08-09-2020 13.73 36.23 19.95 - -
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 13.66 24.75 14.59 21.72 11.13
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 13.35 21.09 12.16 21.01 13.54
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 11.24 22.21 15.45 - -
Nippon India Focused Equity Fund -Growth Plan -Growth Option 26-12-2006 10.49 20.45 12.77 25.78 12.76
ITI Focused Equity Fund - Regular Plan - Growth 19-06-2023 10.32 - - - -

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.79%

Others

1.58%

Large Cap

80.83%

Mid Cap

13.8%

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