Kotak Focused Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
14.65%
Expense Ratio
0.54%
as of 01/03/2026
AUM
₹650.8 Cr
Qtr End: Jun 26
NAV
₹29.171
as of 16/10/2026
3Y Returns (CAGR)
14.65%
Expense Ratio
0.54%
as of 01/03/2026
AUM
₹650.8 Cr
Qtr End: Jun 26
NAV
₹29.171
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.55% | -17.01% | 12.10% |
| 6M | -0.81% | -1.61% | 12.87% |
| 1Y | -0.51% | -0.51% | 15.33% |
| 3Y | 50.68% | 14.65% | 14.43% |
| 5Y | 63.30% | 10.31% | 14.24% |
Scheme Details
- Launch Date
- 25/06/2019
- Fund Age
- 7.3 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Focused Fund (Equity Scheme)
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