Kotak Focused Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
15.12%
Expense Ratio
0.54%
as of 01/03/2026
AUM
₹650.8 Cr
Qtr End: Jun 26
NAV
₹30.438
as of 02/09/2026
3Y Returns (CAGR)
15.12%
Expense Ratio
0.54%
as of 01/03/2026
AUM
₹650.8 Cr
Qtr End: Jun 26
NAV
₹30.438
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.94% | 25.97% | 11.43% |
| 6M | 5.04% | 10.34% | 17.49% |
| 1Y | 9.19% | 9.19% | 14.87% |
| 3Y | 52.57% | 15.12% | 14.30% |
| 5Y | 79.11% | 12.36% | 14.19% |
Scheme Details
- Launch Date
- 25/06/2019
- Fund Age
- 7.2 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Focused Fund (Equity Scheme)
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