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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,940 Cr
Lock In Period
N/A
Expense Ratio
1.86
Benchmark
Nifty 200 Total Return
Exit Load
For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Summary
Latest details for Kotak Focused Fund Growth include a ₹25.364 NAV as of Mar 12,2026 and returns since inception of 58.89%. Minimum investments start at SIP ₹100. The Kotak Focused Fund Growth AUM is ₹3,940 Cr, with a lock-in of N/A years, expense ratio of 1.86%, and benchmark Nifty 200 Total Return. Exit load is - For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded -7.66% returns, against a category average of -1.19% and a category best of 2.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.66 | -1.19 | 2.59 |
| 6M | 0.16 | 1.83 | 27.55 |
| 1Y | 16.79 | 6.88 | 34.53 |
| 3Y | 16.69 | 17.34 | 105.33 |
Portfolio Analysis
- Equity: 98.34%
- Debt: 1.66%
- Others
As on: 2026-01-31
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About Fund
Kotak Focused Fund Growth managed by Kotak Mahindra Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹3,940 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.86. Under the expert guidance of Shibani Kurian ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Focused Fund Growth | 3 | 7971.34 CR | 1.81 |
| This FundSundaram Select Focus Growth | 3 | 1353.89 CR | 2.23 |
| This FundKotak Focused Fund Growth | 4 | 3940.04 CR | 1.86 |
| This FundHDFC Focused Fund - Growth | 5 | 27136.2 CR | 1.6 |
| This FundICICI Prudential Focused Equity Fund Growth | 5 | 15145.4 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Focused Fund Growth | 9.7688 | 56.147 |
| This FundSundaram Select Focus Growth | 26.8176 | 58.8556 |
| This FundKotak Focused Fund Growth | 16.7861 | 58.8885 |
| This FundHDFC Focused Fund - Growth | 9.7712 | 70.4761 |
| This FundICICI Prudential Focused Equity Fund Growth | 12.7455 | 76.2178 |
FAQs
Kotak Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Focused Fund Growth is 1.86. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Focused Fund Growth’s fund performance is as follows:
- 1 Month : -7.66%
- 6 Months : 0.16%
- 1 Year : 16.79%
- 3 Years : 16.69%
You can invest in Kotak Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Focused Fund Growth is ₹3,940 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500