EquityFocused FundDirect · Growth
Kotak Focused Fund- Direct Plan- Growth option
Kotak Mahindra · Scheme 147473
₹31.11▼ 0.27%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.0%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.12% |
| 3 Months | +7.35% |
| 6 Months | +3.64% |
| 1 Year | +12.77% |
| 3 Years (CAGR) | +16.97% |
| 5 Years (CAGR) | +14.34% |
| 10 Years (CAGR) | — |
| Since Launch | +17.48% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns75
Consistency98
Risk-adjusted52
Downside protection46
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.0%
- ✓ 5Y CAGR: +14.3%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 78% of windows
- ✓ Alpha vs benchmark: +6.6%
What to watch
- • Sharpe ratio: 0.68
- • Sortino ratio: 0.77
Risk metrics
Sharpe ratio
0.68
Sortino ratio
0.77
Volatility
16.87%
Max drawdown
-36.33%
Downside capture
92.80%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.