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Kotak Mahindra Mutual Fund · Equity: Focused
Kotak Focused Fund- Regular Plan - Growth Option
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.
EquityBenchmark · Nifty 500 TRITER · 2.05%Inception · 05-07-2019
NAV
₹25.76
-0.40% · as of 12-10-2026
Since inception
13.97%
CAGR
Benchmark (inception)
11.84%
CAGR
Fund size
₹4,287 Cr
AUM
Expense ratio
2.05%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +13.97% CAGR vs benchmark +11.84%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.92%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.95%
STATE BANK OF INDIA EQ NEW RE. 1/-5.21%
Shriram Finance Limited4.91%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.65%
ZOMATO LIMITED EQ4.45%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-3.85%
FORTIS HEALTHCARE LIMITED. EQ3.82%
RELIANCE INDUSTRIES LIMITED EQ3.80%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.46%
Sector allocation
Financial Services29.68%
Capital Goods13.31%
Healthcare8.90%
Automobile and Auto Components5.86%
Fast Moving Consumer Goods4.94%
Telecommunication4.65%
Consumer Services4.45%
Oil, Gas & Consumable Fuels3.80%
Consumer Durables3.69%
Information Technology3.62%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.0% p.a.₹10,000
10 years
Projected value
₹26,16,127
Invested: ₹12,00,000
Gained: ₹14,16,127
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Ms. Shibani Sircar Kurian
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147477
ISIN (Growth)
INF174KA1EK3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Focused funds
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