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Kotak Focused Equity Fund

Growth
25.680.41% (-0.11)

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Kotak Focused Equity Fund

Growth
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 3,505 Cr
Very High RiskPrinciple investment will be at very high risk
25.680.41% (-0.11)

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Returns
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EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 3,505 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5051.661.57
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4249.251.52

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Kotak Focused Equity Fund27.39%13.50%19.25%
SBI Focused Equity Fund21.53%9.21%16.12%
HDFC Focused 30 Fund35.52%24.56%16.30%
Axis Focused Fund21.70%3.52%14.67%

Price Comparison

Compare Kotak Focused Equity Fund with any MF, ETF, stock or index
Compare Kotak Focused Equity Fund with any MF, ETF, stock or index
Kotak Focused Equity Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity1.41%98.59%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+18 moreConstruction & EngineeringRetail - OnlineOil & Gas - Refining & MarketingIT Services & ConsultingPrivate Banks53.83 %5.66 %6.51 %6.72 %11.77 %15.50 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2420.09%19.97%17.71%16.28%14.56%15.50%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.67 %

    Holdings

    6.74 %

    0.67 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.87 %

    Holdings

    5.37 %

    -0.87 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 1.60 %

    Holdings

    4.96 %

    1.60 %

AMC Profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

  • No.of Schemes

    75

  • Total AUM

    ₹ 4,71,170.07 Cr.

Fund Manager Profile

Shibani Kurian

AUM:  ₹12,382.36 Cr.

Sum of AUMs of all funds managed by the fund manager

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Exp: —

Qualification

Data not available

Past Experience

Data not available

Funds Managed (12)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

Kotak Focused Equity Fund - Shibani Kurian

2 years ago•Kotak Mutual Fund

News Thumbnail

Mutual Funds Weekly Update June 2019 | News & Updates on Mutual Funds | June MF News 2019

5 years ago•The Mutual Fund Talk

News Thumbnail

Introducing Kotak Focused Equity Fund

5 years ago•Kotak Mutual Fund