TickerKhojKotak Mahindra Mutual Fund · Equity · Focused · Direct plan
Kotak Focused Fund - Direct Plan - Growth
₹28.677NAV on 30 Oct 2026Expense ratio 0.73%
29 Oct 2025NAV low 26.36 · high 31.3-3.0%
In plain words
Over 3 years it returned +14.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.9%.
On 3-year return it ranks 8 of 27 funds in Focused.
A monthly SIP over 5 years ended ₹29,967 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.1% | +1.9% |
| 3 months | -6.4% | -5.1% |
| 6 months | -0.5% | -3.2% |
| 1 year | -2.5% | -10.2% |
| 3 years (yearly) | +14.1% | +7.4% |
| 5 years (yearly) | +10.6% | +6.5% |
| Since start (yearly) | +15.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,830 | -4.3% |
| 3 years | ₹3,60,000 | ₹3,97,204 | +6.2% |
| 5 years | ₹5,90,000 | ₹7,75,122 | +10.7% |
Other plan of this fund: Kotak Focused Fund - Regular Plan - Growth