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Kotak Focused Fund- Regular plan _ Growth Option
Kotak Mahindra Mutual Fund · Equity · Focused Fund
₹26.9
AUM: —
NAV updated 10 days ago
Plan
Regular
Option
Growth
Risk
High
Sharpe Ratio
-0.01
Std Dev (1Y)
14.88%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.44%
3m
-0.26%
6m
+5.79%
1y
+2.98%
3y
+12.65%
5y
+10.45%
10y
—
since inception
+14.8%
TopFund's Take on Kotak Focused Fund- Regular plan _ Growth Option
Kotak Focused Fund- Regular plan _ Growth Option is a Focused Fund fund from Kotak Mahindra Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.01 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.88% is fairly typical for Focused Fund funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Kotak Focused Fund- Regular plan _ Growth Option
The current NAV (Net Asset Value) of Kotak Focused Fund- Regular plan _ Growth Option is ₹26.9. NAV is updated every business day after market close by AMFI.
1Y: 2.98% · 3Y CAGR: 12.65% · 5Y CAGR: 10.45%
Expense ratio data for Kotak Focused Fund- Regular plan _ Growth Option is not yet available.
Kotak Focused Fund- Regular plan _ Growth Option is managed by Kotak Mahindra Mutual Fund.
Kotak Focused Fund- Regular plan _ Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Kotak Focused Fund- Regular plan _ Growth Option is a Focused Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak Focused Fund- Regular plan _ Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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