FAQ : Kotak Focused Equity Fund - Regular Plan - Growth

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(%) 36.98 17.14 N/A N/A
Average Rolling Returns(%) 21.98 19.63 N/A N/A

The Current NAV of Kotak Focused Equity Fund - Regular Plan - Growth is ₹21.55.

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 50 returns, as Funds portfolio is significantly different.

Kotak Focused Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.89%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Focused Equity Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - 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 42.45 and PB ratio is 5.35

The asset allocation of Kotak Focused Equity Fund - Regular Plan - Growth is Stocks : 95.39%, Debt : 4.62% 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

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