Kotak Focused Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.88 | 18.95 | N/A | N/A |
Average Rolling Returns(%) | 24.16 | 21.65 | N/A | N/A |
The Current NAV of Kotak Focused Equity Fund - Growth - Direct Plan is ₹23.19.
It is better to invest in a fund with a longer track record as Kotak Focused Equity Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , as Funds portfolio is somewhat different.
Kotak Focused Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.52%
The process for redemption is
The AUM of Kotak Focused Equity Fund - Growth - Direct Plan is currently ₹3,187 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 - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 51% 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 - Growth - Direct Plan Fund is Equity - Focused Fund.
Shibani Kurian manages the Kotak Focused Equity Fund - Growth - Direct Plan Fund.
Kotak Focused Equity Fund - Growth - Direct Plan current PE ratio is 42.45 and PB ratio is 5.35
The asset allocation of Kotak Focused Equity Fund - Growth - Direct Plan is Stocks : 95.39%, Debt : 4.62% and Gold : 0%
The minimum SIP amount for Kotak Focused Equity Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Focused Equity Fund - Growth - Direct Plan is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year