Kotak Focused Equity Fund

Mutual Fund-

Kotak focused equity fund

By Rajendra

Apr 10, 2023

image credit -Kotak mf

Scheme Analysis

Category

Focused

Inception

Jul 16, 2019

Benchmark

Nifty 500

AUM - 2,447 Cr

Fund Manager

Shibani Kurian

Kotak Focused Equity Fund

Approach of the the is more bottom up in nature with longer term investment horizon.

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Top 5 Holding

HDFC Bank

ICICI Bank

Infosys

Larson & Toubro

Reliance

8.20

7.09

6.51

4.69

4.61

Total - 31.10

Identify businesses which are market leaders with strong earning growth trajectory, cash flow & ROE.

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Banks

Industrial Product

IT

Top 5 Sector 25.77

9.78

9.47

8.07

7.85

Automobile

Consumer Durable

Fund is invested in plays which are benefitting from shift from unorganized to organized segments & market share gains

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Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 31 Mar. 2023

1 Year

3 Year

Period

Returns

-2.18%

27.64%

Equity markets have outperformed emerging market peers & hence in the near term valuation are at upper end.

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SIP Performance Exit Load upto 1 year - 1%

As on 3 Apr. 2023

1 Year

3 Year

44 Month

Period

Value

11,897

43,181

55,423

Returns

-1.57%

12.14%

12.60%

Monthly SIP of 1,000