Kotak Focused Equity Fund (Equity, Multi Cap)

Moderately High
0 yrs 9 monthsStarted on:16 Jul 2019
₹ 1605.02 Cras on: 03 Apr 2020
Long Term Horizon
2.17%
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

Similar Funds
Franklin India Equity Fund
Current NAV 579.94
Return (CAGR) 18.68%
Value Research NA
SBI Focused Equity Fund
Current NAV 115.81
Return (CAGR) 17.13%
Value Research
Axis Focused 25 Fund
Current NAV 22.01
Return (CAGR) 10.69%
Value Research
Kotak Standard Multicap Fund
Current NAV 25.48
Return (CAGR) 9.25%
Value Research
DSP Equity Fund
Current NAV 31.02
Return (CAGR) 17.42%
Value Research NA
Motilal Oswal Multicap 35 Fund
Current NAV 18.29
Return (CAGR) 10.71%
Value Research
Principal Multicap Fund
Current NAV 99.98
Return (CAGR) 12.57%
Value Research
Aditya Birla SL Equity Fund
Current NAV 510.9
Return (CAGR) 19.96%
Value Research
Tata Multicap Fund
Current NAV 8.2
Return (CAGR) -11.82%
Value Research NA
Mirae Asset Focused Fund
Current NAV 8.05
Return (CAGR) -19.54%
Value Research NA
ICICI Pru Multicap Fund
Current NAV 196.36
Return (CAGR) 12.37%
Value Research
UTI CCF Investment Plan Fund
Current NAV 27.15
Return (CAGR) 6.39%
Value Research

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.06
HDFC Bank Ltd.7.8
Reliance Industries Ltd.6.54
Infosys Ltd.4.79
Hindustan Unilever Ltd.4.59
Larsen & Toubro Ltd.4.41
Axis Bank Ltd.3.87
Bharti Airtel Ltd.3.71
AU Small Finance Bank Ltd.3.35
Shree Cement Ltd.3.11

Top Sectoral Holdings

Sector Name% Assets
Financial37.34
Construction13.91
Energy10.67
Chemicals8.29
Technology7.76
FMCG4.59
Communication3.71
Automobile2.78
Textiles2.3
Diversified2.19

Indicators

LabelValue
Portfolio turnover ratio27.73

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.