Kotak Focused Equity Fund-Reg(IDCW)

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IDCWRegular

EquityFocused Fund

Mid-size FundAssets Under Mgmt: ₹ 3,466 Cr

Very High RiskPrinciple investment will be at very high risk

22.650.19% (+0.04)

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EquityFocused Fund

Mid-size FundAssets Under Mgmt: ₹ 3,466 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
1.89	45.28	0.51

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	47.77	0.75

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 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.

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
78
Total AUM
₹ 4,71,767.05 Cr.

Fund Manager Profile

Shibani Kurian

AUM: ₹12,545.07 Cr.

Exp: —

Qualification

Data not available

Past Experience

Data not available

Kotak Focused Equity Fund-Reg(IDCW)