Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option

Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(27 Jan 2026)
₹26.10
Returns
0.00%
Benchmark Rt
0.00%
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Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option

Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option
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Fund Overview

Fund Size:

₹3,971.58 Cr.

Minimum SIP:

₹100

Minimum Lumpsum:

₹100

ISIN:

INF174KA1EL1

Fund Rating:
Expense Ratio:

1.9%

Lock In:

No Lock-in

Exit Load:
Kotak Focused Equity Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Trailing Returns

View full Return Analysis
Period1W1M3M6M
This Fund-0.97%-3.08%-2.31%4.12%
Category Average-3.53%-5.08%-4.84%-3.59%
Benchmark Returns-3.31%-4.94%-4.28%-2.68%

Risk Analysis

View full Risk Analysis
Risk Meter
MEDIUM RISK

Suitable for balanced investments and investors with medium risk tolerance.

About This Fund

More Information

Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option is a scheme launched by Kotak Mutual Fund on July 16, 2019, and falls under the Focused fund category. It currently manages an AUM of Rs 3,971.58 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.9% for managing the portfolio.

  • Investing Strategy:

    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.

  • Performance:

    Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option trailing returns over different times are 17.01% (1 year), 17.27% (3 year) and 15.8% (5 year). The average annual return of this fund stands at -4.07%.

SIP Amount

Monthly SIP Date

Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option as on 27-01-2026 is 26.103.