Kotak Focused Equity Fund (Equity, Multi Cap)

Moderately High
0 yrs 7 monthsStarted on:16 Jul 2019
₹ 1519.55 Cras on: 24 Jan 2020
Long Term Horizon
2.22%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.

Exit Load

1%

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.78
1 Month4.06
3 Month7.78

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.01
HDFC Bank Ltd.8.52
Reliance Industries Ltd.7.92
Infosys Ltd.4.76
Larsen & Toubro Ltd.4.46
Axis Bank Ltd.4.42
Tata Consultancy Services Ltd.4.37
Maruti Suzuki India Ltd.3.22
State Bank of India2.96
Kotak Mahindra Bank Ltd.2.94

Top Sectoral Holdings

Sector Name% Assets
Financial39.43
Energy12.49
Construction11.89
Technology9.13
Chemicals6.69
Automobile3.22
Services3.05
FMCG2.68
Communication2.47
Textiles2.26

Indicators

LabelValue
Portfolio turnover ratio24.06

Harish Krishnan,Arjun Khanna,Shibani Kurian

Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Prior to joining Kotak AMC he has worked with Kotak Mahindra (UK) Ltd. Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.