Kotak Focused Fund Growth Return
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Kotak Focused Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹4,081 Cr
Lock In Period
N/A
Expense Ratio
1.9
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.
Benchmark
Nifty 200 Total Return
Summary
Kotak Focused Fund Growth NAV is ₹26.023 as of 30 May, 2026. Kotak Focused Fund Growth has delivered 55.29% returns since its launch. The minimum SIP investment amount in Kotak Focused Fund Growth is ₹100. The AUM of Kotak Focused Fund Growth is ₹4,081 Cr. The expense ratio of the fund is 1.9%, and its benchmark is Nifty 200 Total Return. The current exit load of the fund 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 last 1M months, Kotak Focused Fund Growth has delivered 0.64% returns.
Kotak Focused Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.64 | 1.69 | 7.98 |
| 6M | -2.03 | 2.65 | 27.55 |
| 1Y | 8.59 | 6.74 | 34.53 |
| 3Y | 15.80 | 21.27 | 105.33 |
Portfolio Analysis
- Equity: 95.08%
- Debt: 4.92%
- Others
As on: 2026-04-30
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About Fund Kotak Focused Fund Growth
Kotak Focused Fund Growth managed by Kotak Mahindra Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹4,081 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.9. 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.
Fund Managers
Shibani Kurian
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| JM Focused Fund Growth | 3 | 279.61 CR | 2.43 |
| DSP Focused Fund Growth | 3 | 2489.76 CR | 2.42 |
| Kotak Focused Fund Growth | 4 | 4081.49 CR | 1.9 |
| SBI Focused Fund Growth | 5 | 46041.95 CR | 1.51 |
| ICICI Prudential Focused Equity Fund Growth | 5 | 16008.95 CR | 2.39 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Focused Fund Growth | 0.3268 | 51.491 |
| This FundDSP Focused Fund Growth | -3.1004 | 53.377 |
| This FundKotak Focused Fund Growth | 8.5914 | 55.2902 |
| This FundSBI Focused Fund Growth | 13.9187 | 64.2545 |
| This FundICICI Prudential Focused Equity Fund Growth | 1.913 | 68.8601 |
Kotak Focused Fund Growth 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 1.9. 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 : 0.64%
- 6 Months : -2.03%
- 1 Year : 8.59%
- 3 Years : 15.80%
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 ₹4,081 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.
