Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option

Open Ended Schemes(Equity Scheme - Focused Fund)Very High Risk★★★★★ISIN INF174KA1EM9

NAV · 06-Jul-2026

₹27.6510

+6.65%

-0.05%

1Y (CAGR)

+7.45%

3Y (CAGR)

+15.47%

5Y (CAGR)

+13.23%

Since inception (CAGR)

+15.57%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

14.07%

Downside dev (3y)

11.16%

Max drawdown (3y)

-18.4%

Sharpe (3y)

0.64

SIP XIRR (3y)

+11.43%

SIP XIRR (5y)

+13.23%

Calendar-year returns

2020 +12.8%2021 +34.2%2022 +1.6%2023 +22.7%2024 +16.4%2025 +13.1%

Fund facts

Fund managerShibani Kurian

AUM₹41,180 Cr

Launch date25-Jun-2019

Plan typeOpen Ended · Equity

Min lumpsum5000

Lock-inNone

Volatility16.87

AMCKotak Mahindra Asset Management Company Limited.

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 achieved.

scheme documents ↗