Kotak Focused Equity Fund- Regular plan _ Growth Option

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Focused NAV 14.694 0.55 04 July, 2022
Kotak Focused Equity Fund- Regular plan _ Growth Option was previously known as

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 July, 2019
Benchmark Nifty 200 TRI
Asset Size(Cr) 2293.01 (As on 31-03-2022)
Turn over 25.90%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.09% (As on 31-03-2022)
Fund Manager Arjun Khanna,Harish Krishnan,Shibani Kurian

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W -0.22% -0.63% -1.08%
1 M -3.67% 0.74% 0.16%
3 M -11.65% 0.75% -2.08%
6 M -12.62% -4.34% -6.82%
1 Y -0.05% 20.67% 17.62%
2 Y 35.47% 40.71% 35.32%
3 Y - 16.34% 14.86%
5 Y - 13.7% 12.04%

Risk Mesasures (As on 04 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.32%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Focused Equity Fund- Regular plan _ Growth Option -0.05% 0% 0%

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