Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.51%
1 Month-11.70%
3 Months-11.48%
6 Months-6.34%
1 Year+3.62%
3 Years (CAGR)+14.01%
5 Years (CAGR)+11.64%
10 Years (CAGR)—
Since Inception (Jul 2019)+13.79%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-8.76%
3 Year SIP+5.40%
5 Year SIP+8.95%
Since Inception (Jul 2019)+12.24%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹4,014 Cr
Expense Ratio1.86%
Min SIP₹100
Min Lumpsum₹100
Launch Date23 Jul 2019
AMFI Code147477
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Focused Fund- Regular plan _ Growth Option is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Kotak Focused Fund- Regular plan _ Growth Option is a Focused Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹4,014 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.86%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations