Equity Create Wealth
Focused Fund
Category Rank
Kotak Focused Equity Fund - Regular Plan - Growth
Rating
Fund
Time to Invest
Kotak Focused Equity Fund - Regular Plan - Growth
NAV
19.389
(01/12/2023)
L 52Wk H
15.63
19.39
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Kotak Focused Equity Fund - Regular Plan - Growth

Equity
Focused Fund
Create Wealth
Rank Kotak Focused Equity Fund - Regular Plan - Growth
Fund
NAV
19.389
(01/12/2023)
Time to Invest
Kotak Focused Equity Fund - Regular Plan - Growth
Rating
L 52Wk H
15.63
19.39
Investment Objective

The investment objective of the scheme is to generate long term capital appreciation/income byinvesting in equity & equity related instruments across market capitalization of up to 30 companies. .

Category
  • Equity - Focused Fund
Benchmark
  • NIFTY 500 - TRI
Returns
Absolute
1M
8.44%
3M
5.56%
6M
13.82%
Annualised
1Y
12.22%
3Y
18.09%
5Y
-
Historical NAV
NAV for scheme Kotak Focused Equity Fund- Regular plan _ Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Kotak Focused Equity Fund - Regular Plan - Growth

AUM

2686.93 Cr
Kotak Focused Equity Fund - Regular Plan - Growth AUM is 34% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

1.93%

Turnover Ratio

40.04%