Kotak Focused Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 34.04 | 18.38 | N/A | N/A |
Average Rolling Returns(%) | 22.33 | 19.54 | N/A | N/A |
The Current NAV of Kotak Focused Equity Fund - Regular Plan - Growth is ₹22.39.
It is better to invest in a fund with a longer track record as Kotak Focused Equity Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak Focused Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.90%
The process for redemption is
The AUM of Kotak Focused Equity Fund - Regular Plan - Growth is currently ₹3,279 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Maruti Suzuki and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 47% of fund’s portfolio respectively.
Top three sectors of Kotak Focused Equity Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 49% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Focused Equity Fund - Regular Plan - Growth Fund is Equity - Focused Fund.
Shibani Kurian manages the Kotak Focused Equity Fund - Regular Plan - Growth Fund.
Kotak Focused Equity Fund - Regular Plan - Growth current PE ratio is 43.70 and PB ratio is 5.62
The asset allocation of Kotak Focused Equity Fund - Regular Plan - Growth is Stocks : 95.61%, Debt : 4.38% and Gold : 0%
The minimum SIP amount for Kotak Focused Equity Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Focused Equity Fund - Regular Plan - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year