
Kotak Focused Fund(G)-Direct Plan
+12.05%
5Y annualised
+12.05%
5Y annualised
+1.20% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹30.02
Min. SIP amount
₹100
Fund size (AUM)
4548 Cr
Expense ratio
0.55%
Launched on
16 Jul 2019
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 18 Sep 2026
₹30.02
Min. SIP amount
₹100
Fund size (AUM)
4548 Cr
Expense ratio
0.55%
Launched on
16 Jul 2019
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
58.00%
Mid Cap
32.37%
Small Cap
5.03%
Others
4.59%
Sector Allocation
Bank
17.20%
Finance
10.16%
Healthcare
9.39%
Capital Goods
9.21%
Automobile & Ancillaries
8.68%
Retailing
5.21%
Cash & Cash Equivalents And Net Assets
4.59%
It
4.42%
Others
31.14%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Shibani Kurian
Present
Similar/Peer Fund Comparison
Motilal Oswal Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
SBI Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
ITI Focused Fund(G)-Direct Plan
Kotak Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
FAQs
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