How to Invest in Kotak Focused Equity Fund Direct Growth?

You can easily invest in Kotak Focused Equity Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Kotak Focused Equity Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Kotak Focused Equity Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Kotak Focused Equity Fund Direct Growth provide?

The Kotak Focused Equity Fund Direct Growth has been there from 16 Jul 2019 and the average annual returns provided by this fund is 13.89% since its inception.

How much expense ratio is charged by Kotak Focused Equity Fund Direct Growth?

The term Expense Ratio used for Kotak Focused Equity Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Kotak Focused Equity Fund Direct Growth is 0.53% as of 04 Dec 2023...

What is the AUM of Kotak Focused Equity Fund Direct Growth?

The AUM, short for Assets Under Management of Kotak Focused Equity Fund Direct Growth is ₹2,686.93Cr as of 04 Dec 2023.

How to Redeem Kotak Focused Equity Fund Direct Growth?

If you want to sell your Kotak Focused Equity Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Kotak Focused Equity Fund Direct Growth?

You can select either SIP or Lumpsum investment of Kotak Focused Equity Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak Focused Equity Fund Direct Growth?

The NAV of Kotak Focused Equity Fund Direct Growth is ₹20.84 as of 01 Dec 2023.

What is the PE and PB ratio of Kotak Focused Equity Fund Direct Growth?

The PE ratio ratio of Kotak Focused Equity Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Kotak Focused Equity Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Kotak Focused Equity Fund Direct Growth
Equity
Focused
Very High Risk
19.99%
3Y annualised
+0.53% 1D
1M
6M
1Y
3Y
All
 NAV: 01 Dec 2023₹20.84
Min. SIP amount₹100
Rating3
Fund size₹2,686.93Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA13.9%20.0%18.2%
Category averageNA16.1%18.9%NA
Rank with in categoryNA5422NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity7.8%
ICICI Bank Ltd.
FinancialEquity6.2%
Maruti Suzuki India Ltd.
AutomobileEquity5.1%
Infosys Ltd.
TechnologyEquity4.8%
Reliance Industries Ltd.
EnergyEquity4.1%
Ultratech Cement Ltd.
ConstructionEquity3.9%
NTPC Ltd.
EnergyEquity3.8%
Axis Bank Ltd.
FinancialEquity3.8%
Bharat Electronics Ltd.
Capital GoodsEquity3.8%
Larsen & Toubro Ltd.
ConstructionEquity3.6%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Focused
Pros
Cons
Lower expense ratio: 0.53%
1Y annualised returns lower than category average by 2.2%
3Y annualised returns higher than category average by 1.05%
Higher alpha: 1.28
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
27 Nov 2023 - Present
0.53%
26 Nov 2023 - 27 Nov 2023
0.53%
25 Nov 2023 - 26 Nov 2023
0.53%
24 Nov 2023 - 25 Nov 2023
0.53%
23 Nov 2023 - 24 Nov 2023
0.53%
22 Nov 2023 - 23 Nov 2023
0.53%
21 Nov 2023 - 22 Nov 2023
0.53%
20 Nov 2023 - 21 Nov 2023
0.53%
19 Nov 2023 - 20 Nov 2023
0.53%
18 Nov 2023 - 19 Nov 2023
0.53%
17 Nov 2023 - 18 Nov 2023
0.53%
16 Nov 2023 - 17 Nov 2023
0.53%
15 Nov 2023 - 16 Nov 2023
0.53%
14 Nov 2023 - 15 Nov 2023
0.53%
13 Nov 2023 - 14 Nov 2023
0.53%
12 Nov 2023 - 13 Nov 2023
0.53%
11 Nov 2023 - 12 Nov 2023
0.53%
10 Nov 2023 - 11 Nov 2023
0.53%
09 Nov 2023 - 10 Nov 2023
0.53%
08 Nov 2023 - 09 Nov 2023
0.53%
07 Nov 2023 - 08 Nov 2023
0.53%
06 Nov 2023 - 07 Nov 2023
0.53%
05 Nov 2023 - 06 Nov 2023
0.53%
04 Nov 2023 - 05 Nov 2023
0.53%
03 Nov 2023 - 04 Nov 2023
0.53%
02 Nov 2023 - 03 Nov 2023
0.53%
01 Nov 2023 - 02 Nov 2023
0.53%
31 Oct 2023 - 01 Nov 2023
0.53%
30 Oct 2023 - 31 Oct 2023
0.53%
29 Oct 2023 - 30 Oct 2023
0.53%
28 Oct 2023 - 29 Oct 2023
0.53%
27 Oct 2023 - 28 Oct 2023
0.53%
26 Oct 2023 - 27 Oct 2023
0.53%
25 Oct 2023 - 26 Oct 2023
0.53%
24 Oct 2023 - 25 Oct 2023
0.53%
23 Oct 2023 - 24 Oct 2023
0.53%
22 Oct 2023 - 23 Oct 2023
0.53%
21 Oct 2023 - 22 Oct 2023
0.53%
20 Oct 2023 - 21 Oct 2023
0.53%
19 Oct 2023 - 20 Oct 2023
0.53%
18 Oct 2023 - 19 Oct 2023
0.53%
17 Oct 2023 - 18 Oct 2023
0.53%
16 Oct 2023 - 17 Oct 2023
0.49%
15 Oct 2023 - 16 Oct 2023
0.49%
14 Oct 2023 - 15 Oct 2023
0.49%
13 Oct 2023 - 14 Oct 2023
0.49%
12 Oct 2023 - 13 Oct 2023
0.49%
11 Oct 2023 - 12 Oct 2023
0.49%
10 Oct 2023 - 11 Oct 2023
0.49%
09 Oct 2023 - 10 Oct 2023
0.49%
08 Oct 2023 - 09 Oct 2023
0.49%
07 Oct 2023 - 08 Oct 2023
0.49%
06 Oct 2023 - 07 Oct 2023
0.49%
05 Oct 2023 - 06 Oct 2023
0.49%
04 Oct 2023 - 05 Oct 2023
0.49%
03 Oct 2023 - 04 Oct 2023
0.49%
02 Oct 2023 - 03 Oct 2023
0.49%
01 Oct 2023 - 02 Oct 2023
0.49%
30 Sep 2023 - 01 Oct 2023
0.49%
29 Sep 2023 - 30 Sep 2023
0.49%
28 Sep 2023 - 29 Sep 2023
0.49%
27 Sep 2023 - 28 Sep 2023
0.49%
26 Sep 2023 - 27 Sep 2023
0.49%
25 Sep 2023 - 26 Sep 2023
0.49%
24 Sep 2023 - 25 Sep 2023
0.49%
23 Sep 2023 - 24 Sep 2023
0.49%
22 Sep 2023 - 23 Sep 2023
0.49%
21 Sep 2023 - 22 Sep 2023
0.49%
20 Sep 2023 - 21 Sep 2023
0.49%
19 Sep 2023 - 20 Sep 2023
0.49%
18 Sep 2023 - 19 Sep 2023
0.49%
17 Sep 2023 - 18 Sep 2023
0.49%
16 Sep 2023 - 17 Sep 2023
0.49%
15 Sep 2023 - 16 Sep 2023
0.49%
14 Sep 2023 - 15 Sep 2023
0.49%
13 Sep 2023 - 14 Sep 2023
0.49%
12 Sep 2023 - 13 Sep 2023
0.50%
11 Sep 2023 - 12 Sep 2023
0.50%
10 Sep 2023 - 11 Sep 2023
0.50%
09 Sep 2023 - 10 Sep 2023
0.50%
08 Sep 2023 - 09 Sep 2023
0.50%
07 Sep 2023 - 08 Sep 2023
0.50%
06 Sep 2023 - 07 Sep 2023
0.50%
05 Sep 2023 - 06 Sep 2023
0.50%
04 Sep 2023 - 05 Sep 2023
0.50%
03 Sep 2023 - 04 Sep 2023
0.50%
02 Sep 2023 - 03 Sep 2023
0.50%
01 Sep 2023 - 02 Sep 2023
0.50%
31 Aug 2023 - 01 Sep 2023
0.50%
31 Jul 2023 - 31 Aug 2023
0.50%
30 Jun 2023 - 31 Jul 2023
0.46%
31 May 2023 - 30 Jun 2023
0.46%
30 Apr 2023 - 31 May 2023
0.47%
31 Mar 2023 - 30 Apr 2023
0.51%
28 Feb 2023 - 31 Mar 2023
0.51%
31 Jan 2023 - 28 Feb 2023
0.51%
31 Dec 2022 - 31 Jan 2023
0.51%
31 Dec 2022 - 31 Dec 2022
0.51%
31 Dec 2022 - 31 Dec 2022
0.51%
31 Dec 2022 - 31 Dec 2022
0.51%
30 Nov 2022 - 31 Dec 2022
0.51%
30 Nov 2022 - 30 Nov 2022
0.51%
30 Nov 2022 - 30 Nov 2022
0.51%
31 Oct 2022 - 30 Nov 2022
0.50%
31 Oct 2022 - 31 Oct 2022
0.50%
31 Oct 2022 - 31 Oct 2022
0.50%
31 Oct 2022 - 31 Oct 2022
0.50%
30 Sep 2022 - 31 Oct 2022
0.50%
30 Sep 2022 - 30 Sep 2022
0.50%
30 Sep 2022 - 30 Sep 2022
0.50%
31 Aug 2022 - 30 Sep 2022
0.50%
31 Aug 2022 - 31 Aug 2022
0.50%
31 Jul 2022 - 31 Aug 2022
0.50%
31 Jul 2022 - 31 Jul 2022
0.50%
30 Jun 2022 - 31 Jul 2022
0.50%
30 Jun 2022 - 30 Jun 2022
0.50%
31 May 2022 - 30 Jun 2022
0.50%
31 May 2022 - 31 May 2022
0.50%
30 Apr 2022 - 31 May 2022
0.50%
30 Apr 2022 - 30 Apr 2022
0.50%
31 Mar 2022 - 30 Apr 2022
0.51%
31 Mar 2022 - 31 Mar 2022
0.51%
28 Feb 2022 - 31 Mar 2022
0.51%
28 Feb 2022 - 28 Feb 2022
0.51%
31 Jan 2022 - 28 Feb 2022
0.50%
31 Jan 2022 - 31 Jan 2022
0.50%
31 Dec 2021 - 31 Jan 2022
0.50%
30 Nov 2021 - 31 Dec 2021
0.45%
31 Oct 2021 - 30 Nov 2021
0.45%
30 Sep 2021 - 31 Oct 2021
0.45%
31 Aug 2021 - 30 Sep 2021
0.45%
31 Jul 2021 - 31 Aug 2021
0.45%
30 Jun 2021 - 31 Jul 2021
0.45%
31 May 2021 - 30 Jun 2021
0.45%
30 Apr 2021 - 31 May 2021
0.45%
31 Mar 2021 - 30 Apr 2021
0.35%
28 Feb 2021 - 31 Mar 2021
0.35%
31 Jan 2021 - 28 Feb 2021
0.35%
31 Dec 2020 - 31 Jan 2021
0.33%
30 Nov 2020 - 31 Dec 2020
0.33%
31 Oct 2020 - 30 Nov 2020
0.33%
30 Sep 2020 - 31 Oct 2020
0.33%
31 Aug 2020 - 30 Sep 2020
0.33%
31 Jul 2020 - 31 Aug 2020
0.33%
30 Jun 2020 - 31 Jul 2020
0.39%
31 May 2020 - 30 Jun 2020
0.39%
30 Apr 2020 - 31 May 2020
0.40%
31 Mar 2020 - 30 Apr 2020
0.40%
29 Feb 2020 - 31 Mar 2020
0.40%
31 Jan 2020 - 29 Feb 2020
0.42%
31 Dec 2019 - 31 Jan 2020
0.42%
30 Nov 2019 - 31 Dec 2019
0.42%
31 Oct 2019 - 30 Nov 2019
0.42%
30 Sep 2019 - 31 Oct 2019
0.42%
Expense ratio, exit load and taxExpense ratio: 0.53%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementArjun Khanna
Jun 2019 - Present
View details
Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes
Kotak Emerging Equity Fund Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Global Emerging Market Fund Direct Growth
Kotak Bluechip Fund Direct Growth
Kotak Equity Opportunities Fund Direct Growth
Kotak Small Cap Fund Direct Growth
Kotak Flexicap Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Infrastructure and Economic Reform Fund Direct Growth
Kotak World Gold Fund Direct Growth
Kotak US Equity Fund Standard Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Floating Rate Fund Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Pioneer Fund Direct Growth
Kotak ESG Opportunities Fund Direct Growth
Kotak International REIT FOF Direct Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Global Innovation FoF Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Kotak Quant Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Shibani Kurian
Jun 2019 - Present
View details
Education
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Also manages these schemes
Kotak India EQ Contra Fund Direct Growth
Kotak India Growth Fund Series 7 Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Fund house & investment objective
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM₹2,85,392.44Cr
Date of Incorporation05 Aug 1994
 Kotak Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Harish Krishnan is the Current Fund Manager of Kotak Focused Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 01 Dec 2023 is ₹20.84.
The Kotak Focused Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
;
Investment ObjectiveThe scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
[email protected]
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Kotak Focused Equity Fund Direct Growth
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	13.9%	20.0%	18.2%
Category average	NA	16.1%	18.9%	NA
Rank with in category	NA	54	22	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	7.8%
ICICI Bank Ltd.	Financial	Equity	6.2%
Maruti Suzuki India Ltd.	Automobile	Equity	5.1%
Infosys Ltd.	Technology	Equity	4.8%
Reliance Industries Ltd.	Energy	Equity	4.1%
Ultratech Cement Ltd.	Construction	Equity	3.9%
NTPC Ltd.	Energy	Equity	3.8%
Axis Bank Ltd.	Financial	Equity	3.8%
Bharat Electronics Ltd.	Capital Goods	Equity	3.8%
Larsen & Toubro Ltd.	Construction	Equity	3.6%

Rank (total assets)	#5 in India
Total AUM	₹2,85,392.44Cr

Date of Incorporation	05 Aug 1994

Fund benchmark	NIFTY 500 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	3
Fund size	₹2,686.93Cr

Kotak Focused Equity Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (30)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.53%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Arjun KhannaJun 2019 - PresentView details

Shibani KurianJun 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Arjun Khanna
Jun 2019 - Present
View details

Shibani Kurian
Jun 2019 - Present
View details