Kotak Focused Equity Fund Regular Growth
Medium
Risk
Equity
Focussed Fund
+
15.83
%
15.83
%
3Y annualised
+
0.09
%
0.09
%
1D
1M
6M
1Y
3Y
All
Fund size
3136
NAV:
Mar 7, 2024
21.416
Sector
Tech
Type
Equity
Launched
Jul 2019
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
6.6
%
ICICI Bank Ltd
6.13
%
Maruti Suzuki India Ltd
4.77
%
NTPC Ltd
4.61
%
Infosys Ltd
4.57
%
Reliance Industries Ltd
4.53
%
Sun Pharmaceuticals Industries Ltd
4.49
%
Bharat Electronics Ltd
4.33
%
UltraTech Cement Ltd
3.92
%
Shriram Finance Ltd
3.69
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns 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.
Fund house & investment objective
Kotak Focused Equity Fund Regular Growth
More details
Investment objective
The investment objective of the scheme is to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies. However, there is no assurance that the objective of the scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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