Kotak Focused Equity Fund-Reg(G)

Equity Multi Cap Rating : Unrated

₹ 24.94

NAV

Updated: 05 Jul 2025

Fund House

Fund Manager

Shibani Kurian

Fund Benchmark
NIFTY 500 - TRI

Total AUM

₹ 3,536.40 Cr

Expense Ratio
1.89

52 Week High
₹ 26.41

52 Week Low
₹ 21.55

Fund Verdict

Your fund is rated as

Neutral

Disclaimer: Fund rating is derived from current values of Alpha, Sharpe Ratio, and Standard Deviation. It is not indicative of future performance. Please perform your own risk analysis before investing.

Advance Ratios

P/E Ratio26.41

P/B Ratio4.06

Sharpe0.27

Turnover Ratio33.03

Alpha-0.04

Beta0.92

Sortino0.56

Standard Deviation12.88

Past Returns

Market Cap Distribution

Large Cap

76.64 %
Mid Cap

19.83 %
Small Cap

2.44 %

Avg Market Cap
₹ 2,84,343.00
(In Crore)

Peer Information

Motilal Oswal Multi Cap Fund-Reg(G)

Equity Multi Cap Neutral

1Y Returns 30.13%

3Y Returns

AUM ₹3,843.90 Cr

NAV ₹13.44

Buy Now

HDFC Focused 30 Fund(G)

Equity Multi Cap Neutral

1Y Returns 9.74%

3Y Returns 27.33%

AUM ₹19,577.60 Cr

NAV ₹228.35

Buy Now

Nippon India Multi Cap Fund(G)

Equity Multi Cap Neutral

1Y Returns 3.79%

3Y Returns 29.55%

AUM ₹43,483.10 Cr

NAV ₹297.32

Buy Now

Bandhan Focused Fund-Reg(G)

Equity Multi Cap Neutral

1Y Returns 9.95%

3Y Returns 22.19%

AUM ₹1,838.80 Cr

NAV ₹86.74

Buy Now

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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