EquityFocused FundDirect · Growth
Kotak Focused Fund-Direct Plan- Income Distribution cum capital withdrawal option
Kotak Mahindra · Scheme 147475
₹31.06▼ 0.38%NAV · 2026-09-18
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.2%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
Strong · 72/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 17.2% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +17.2%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Sharpe ratio: 0.67
- •Sortino ratio: 0.76
FundScore breakdown
72/100 · Strong
Returns
Strong
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.